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David Meier

Investment analyst at The Motley Fool, providing insights on Alphabet and Palantir.

Top 10 podcasts with David Meier

Ranked by the Snipd community
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69 snips
Jan 7, 2025 • 32min

How To Get Started Investing

In this engaging discussion, Alicia Alfiere, a Senior Analyst at The Motley Fool, along with David Meier, a fellow analyst known for his qualitative investment approach, share their unique investment journeys. They delve into the emotional complexities of investing, emphasizing long-term perspectives and lessons learned from their early experiences. Listeners gain tips on how to navigate bear markets, the significance of community support, and the importance of understanding a company's story when making investment decisions.
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44 snips
Feb 5, 2025 • 32min

How Do You Value Alphabet?

David Meier, an investment analyst at The Motley Fool, joins to share insights on Alphabet’s revenue streams and their ambitious projects. He discusses the overwhelming impact of Google’s cloud business, despite recent earnings disappointments. YouTube's advertising strategies are revealed as key to its dominance, utilizing algorithms to enhance user engagement. Later, Jordan Harper highlights the role of PR firms in shaping public perceptions, stressing the importance of critical media consumption and recognizing bias in news narratives.
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32 snips
Jan 8, 2025 • 31min

The Future According to Jensen Huang

David Meier, a Fool analyst known for his insights on tech stocks, discusses Jensen Huang's keynote at CES, highlighting Nvidia's ambitious plans for personal supercomputers and autonomous tech, including self-driving trucks. He explores the potential of AI to create a digital workforce and why Wall Street is underwhelmed by Nvidia's announcements. Jason Moser then joins the conversation, shedding light on PayPal's recent struggles and the company's strategic pivot under new CEO Alex Chriss to regain focus on its core strengths.
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17 snips
Dec 9, 2024 • 32min

The $1 Trillion Ad Opportunity

David Meier, a Motley Fool analyst, dives into the booming global advertising market, projected to surpass $1 trillion in 2024. He discusses the implications of digital ad spending and highlights key stocks like Reddit, which is enhancing engagement with its AI feature, Reddit Answers. Asit Sharma, a senior Motley Fool analyst, contrasts the investment strategies of Bernard Arnault and Warren Buffett, showcasing their unique approaches to growth and acquisition. Discover the unexpected winners and how to navigate the small cap investment landscape!
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9 snips
Sep 28, 2023 • 33min

Can’t Touch This

David Meier and Deidre Woollard discuss the intangibles and Accenture's success in helping businesses advance. Kirsten Guerra and Mary Long explore the potential of Roblox as an investment and growing social phenomenon.
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Jan 11, 2024 • 28min

Are Job Cuts A Sword Or A Knife?

David Meier discusses the macro and micro of job cuts, while Alicia Alfiere and Ricky Mulvey explore the snap test for evaluating companies. They analyze job cuts at various companies and the reasons behind them, discuss the potential impact of Bitcoin ETFs, and introduce the snap test as a method to assess a company's competitive advantage. They also evaluate the impact of a company's shutdown on users and discuss the concept of 'vital' companies.
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Oct 24, 2024 • 27min

Tesla: Full Self-Driving is Safer than Humans

David Meier, a Tesla performance expert, discusses the company's impressive safety record, revealing autopilot crashes occur every 7 million miles, compared to the U.S. average of one every 700,000. He also dives into Tesla's ambitious plans for full self-driving and humanoid robots. Jason Moser shares insights on Empire State Realty Trust's finances, providing an overview of investment opportunities and the impact of changing work patterns on the New York office market. The conversation highlights strategic shifts in companies navigating today's economic landscape.
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Aug 13, 2024 • 27min

Chipotle CEO Orders Coffee

David Meier, an expert on economic trends, joins to discuss Starbucks' strategic choice of Chipotle's former CEO, Brian Nickel, and its implications. They analyze Home Depot's recent performance amid economic uncertainties and highlight On Holding's remarkable growth in the footwear sector. The conversation also touches on how investors can prepare for a potential lower-rate environment, emphasizing strategies for navigating cash and bonds in today's fluctuating market.
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Jul 23, 2024 • 25min

A Slow, Expensive Housing Market

David Meier and Alison Southwick discuss the slow housing market and UPS earnings. Brian Feroldi talks about investing idioms and stock cycles. They cover Spotify's financial turnaround and the luxurious Range Rover Sport features.
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Apr 25, 2024 • 22min

Meta Slows Its Roll

Financial analyst David Meier discusses IBM's potential acquisition of HashiCorp for expanding their hybrid cloud solutions. They also delve into Meta's earnings and market reaction, ServiceNow's role in managing technology, and insights on company growth and management strategies in volatile markets.