David Meier

Asit Sharma and David Meier, both seasoned analysts, delve into rising consumer confidence and its implications for investors. They discuss corporate strategies, like Okta's cautious outlook and Abercrombie's surprising comeback. Klaus Kleinfeld, former CEO of Siemens and Alcoa, shares insights from his book on sustainable business strategies. The trio examines Southwest Airlines' baggage fee policy and highlights innovative companies like SoundHound AI and SentinelOne in the evolving tech landscape.

David Meier and Anthony Schiavone, both analysts at Motley Fool, join the discussion about economic pressures affecting lower-income consumers. They delve into Domino's disappointing earnings, mirroring concerns expressed by Chipotle, with fewer orders from budget-conscious diners. The rise in tariffs from brands like Temu and Shein is highlighted, showing how these costs hit consumers hard. Additionally, they explore the trucking industry's demand declines and what it means for future supply chains and the housing market's dynamic shifts ahead.

David Meier, an investment analyst at The Motley Fool, and Gerard Barron, CEO of The Metals Company, cover some intriguing topics. They compare the impressive attendance and profits at Disney with Uber's shift to net income and the prospects of its autonomous vehicles. Barron discusses the political and environmental challenges of deep-sea mining, emphasizing the need for the U.S. to secure oceanic metals amid global supply chain issues. Together, they dig into the advancements in mining technology and the urgency of these resources in the current geopolitical climate.

David Meier, a growth-stock investing expert and co-captain of the Odyssey Supernova portfolio, joins Rick Munarriz and Tim Beyers to share insights on stocks worth watching. They dive into CAVA's impressive growth potential, Camping World's dominance in RV retail, and Warby Parker's innovative approach to eyewear. The trio discusses the exciting return of the Supernova portfolios and the new tools to aid investors. Tune in for fresh ideas and strategies to sharpen your investment skills!

David Meier, a Senior Analyst, and Andy Cross, Chief Investment Officer, dive into Walmart’s plan to pass tariff costs to consumers, highlighting the retail sector's response to trade uncertainties. They also discuss Cava's innovative strategies and the surprising $2B acquisition of Foot Locker by Dick's Sporting Goods. Financial expert Robert Brokamp shares essential money tips for the class of 2025, emphasizing the importance of early investments and budgeting. Tune in for a mix of retail insights and valuable financial guidance!

Asit Sharma, a longtime Motley Fool analyst with expertise in enterprise software and cybersecurity, and David Meier, a frequent commentator on investment strategies, dive deep into the performance of Zscaler and Workday. They analyze Zscaler's impressive 26% revenue growth and its strong AI security integration. In contrast, they discuss Workday's modest but impactful AI-driven growth. Ultimately, predictions are made on which stock could outperform in the next decade. The duo also tackles common investor biases, stressing the importance of long-term thinking.

David Meier, an investment analyst at The Motley Fool, joins forces with personal finance expert Robert Brokamp in a lively discussion. They dive into the surprising 40% revenue growth of On Holding and why pharmaceutical stocks are unfazed by Trump's new drug pricing order. Brokamp emphasizes the benefits of buying individual bonds over funds, highlighting key insights into bond investments and the importance of diversification. Expect engaging debates on Alphabet's value amidst market dynamics and innovative marketing strategies in consumer goods.

David Meier, a savvy stock commentator, and Rick Munarriz, a veteran market analyst, dive into reckless earnings predictions for Zoom, Best Buy, and Deere & Co. They explore growth drivers, with Rick suggesting Zoom could beat and raise estimates, while David aligns on a modest beat. Best Buy sees conflicting calls, and both experts foresee a miss for Deere, citing weak demand. In a game of Faker or Breaker, they scrutinize turnaround stocks, deeming C3.ai, The Honest Company, and Yelp as fakers due to lackluster momentum and competitive pressures.

David Meier, a tech and investing commentator, discusses the recent AWS outage and its widespread impact on companies like Lyft and Robinhood. He explains the technical failures behind the disruption and debates whether businesses are too reliant on cloud infrastructure, especially with AI services. The conversation delves into risk assessment for cloud-dependent firms, and they engage in a fun game evaluating companies as either 'fakers' or 'breakers' in light of the outage.

David Meier, a Motley Fool Analyst with expertise in business-to-business technology and cybersecurity, dives into the booming cybersecurity landscape. He discusses the metrics that matter for tech companies and the strategic shifts towards profitability amidst economic changes. The conversation highlights the innovation in real-time AI solutions for proactive threat detection. Meier also explores the shift towards integrated cybersecurity platforms, emphasizing the constant battle between cyber attackers and defenders in an increasingly data-reliant world.