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Mary Long

Motley Fool analyst specializing in real estate and housing markets. Discusses Invitation Homes and the build-to-rent industry.

Top 10 podcasts with Mary Long

Ranked by the Snipd community
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11 snips
Dec 24, 2024 • 30min

The Other Business Stories Catching our Attention

In this engaging discussion, Mary Long and Asit Sharma, both investment analysts at The Motley Fool, dive into intriguing business-related stories. They unpack the staggering rise in concert ticket prices, especially for major artists like Taylor Swift, and how social media influences this trend. The conversation shifts to the loneliness epidemic exacerbated by remote work and the challenges faced by businesses trying to foster real connections. Lastly, they explore the psychological implications of the growing sports gambling culture among young men.
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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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6 snips
May 16, 2024 • 29min

Netflix Scores the NFL

Lou Whiteman and Mary Long discuss Netflix's entry into live TV with NFL games on Christmas Day and the impact on streaming services. They also analyze the cooling down of travel in airlines and Airbnb post-COVID, including challenges and growth strategies in the industry.
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5 snips
Mar 20, 2024 • 30min

Split Your Burrito and Your Stock

Chipotle's historic 50-for-1 stock split and its growth opportunities, Apple and Google's potential partnership with Gemini, and Abercrombie & Fitch's turnaround strategies are discussed in this episode.
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Jan 25, 2024 • 31min

Tesla Learns To Surf

Asit Sharma and Deidre Woollard discuss Tesla's next-gen vehicles and the potential of their energy business. Tom King and Mary Long analyze Constellation Software's acquisitions and unique moat.
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Nov 18, 2024 • 28min

Netflix: Show Me the Ad Money

Seth Jayson, an analyst at Motley Fool, discusses Netflix's exciting entry into live sports with the Tyson vs. Paul fight, highlighting technical challenges and viewership success. He also reflects on Spirit Airlines' bankruptcy and its rapid industry shifts. Meanwhile, Mary Long shares insights on the recent dip in luxury stocks, particularly LVMH, and how economic changes in China impact affluent consumers. Together, they explore innovative strategies in streaming and the luxury market, revealing intriguing trends and future prospects.
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Aug 8, 2024 • 30min

Two Growth Stories

Mary Long, an adept investment analyst, and Asit Sharma, a savvy commentator on investment strategies, dive into the growth potential of Toast, highlighting its recent success metrics and skepticism surrounding its grocery expansion. They also explore Shopify's robust profitability and the challenges of maintaining transaction volume. The duo emphasizes the significance of crafting a solid investment thesis and advises on using investment journals to navigate market volatility effectively. Their insights are a treasure trove for any aspiring investor!
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Jun 13, 2024 • 30min

Oracle and the AI Boom

Mary Long and Anthony Schiavone discuss Oracle's growth potential in the cloud ecosystem, Microsoft's AI strategy for startups, and Hershey's opportunities in international markets. Topics include stock-based compensation, Microsoft's focus on AI with Nvidia GPUs, and Hershey's transformation into a snacking powerhouse.
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Feb 1, 2024 • 31min

Powell’s No-Action Streak

Financial expert Bill Barker and retail industry analyst Mary Long discuss the potential impact of fewer interest rate cuts on businesses. They also dive into Peloton's path forward and the growth of Buy Now Pay Later companies, highlighting the valuations of Clarna and Afirm.
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Sep 16, 2023 • 19min

Back-to-School Stocks

Experts Deidre Woollard, Mary Long, and Ricky Mulvey discuss back-to-school trends including brand preferences of college interns, the potential failure of experiential spending for a big-box sports retailer, chatbot impact on the homework help business, and six stocks that align with back-to-school season.