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David Meier

Motley Fool analyst whose investing approach emphasizes understanding a company''s story and qualitative factors.

Top 10 podcasts with David Meier

Ranked by the Snipd community
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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 4, 2025 • 31min

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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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.
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Feb 29, 2024 • 29min

Platforms, Platforms, Platforms

Topics include the power of a great CFO, the impact of leadership changes at Snowflake, and the importance of expanding product offerings for revenue growth. Gary Stevenson shares insights on financial trading. The discussion also touches on Salesforce's growth strategy, evolution into a comprehensive business solution, and navigating risk in trading.
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Nov 30, 2023 • 36min

Sometimes Second Acts Work Out

Mary Long and David Meier discuss the 'second acts' of BlackBerry and Garmin, as well as three other stocks in the midst of a turnaround. They explore the challenges and potential comebacks of these companies in the cybersecurity and mobility management markets. Additionally, they analyze ZipRecruiter, Everbridge, and Teladoc, discussing their current turnaround situations and a framework for evaluating such scenarios.