Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs (14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now. Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Kirsten Guerra, an investment analyst at The Motley Fool, discusses Starbucks' challenging earnings and the barista-focused turnaround strategy by new CEO Brian Niccol. She contrasts this with General Motors' impressive market performance. Tim Beyers also joins, diving into Instacart's innovative "Caper Cart" technology that enhances grocery shopping experiences. The conversation highlights how these smart carts impact consumer behavior and advertising strategies, showcasing Instacart's unique market model and the balance of revenue growth with escalating R&D expenses.

Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss: - What makes a business a Rule Breaker. - Investing lessons from Apple, Tesla, and Intuitive Surgical. - How to invest like a venture capitalist. - Creating your own investing rules. - What risk actually means for an investor. Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST Host: Ricky Mulvey Guests: David Gardner, Tim Beyers Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Tim Beyers, a Motley Fool analyst, discusses Intel's recent struggles under CEO Pat Gelsinger, focusing on the company's late entry into AI and challenges in the chip market. He suggests that Gelsinger’s long-term investments may yet bear fruit. Meanwhile, cybersecurity consultant Dave Hatter delves into the troubling world of surveillance capitalism, shedding light on how users' private data is often mishandled and the importance of understanding privacy policies. Together, they navigate the complex landscape of tech and data privacy.

Tim Beyers, a Motley Fool analyst with a keen eye on crypto trends, and Sanmeet Deo, another analyst focused on Reddit's business potential, dive into the current market landscape. They discuss Bitcoin's incredible rise past $80,000 and caution against over-exuberance in the crypto space. Tim highlights Axon's impressive growth and recurring revenue model, while Sanmeet unveils Reddit's treasure trove of data, indicating strong growth and monetization prospects ahead. Tune in for insights that unpack market madness!

Explore Super Micro's real business and its relationship with Nvidia in a discussion about the stock's recent performance, alongside insights into data center models and market dynamics in the tech industry.

Salesforce's improved margins and the role of AI in its future. CrowdStrike's land-and-expand model for growth. thredUP CEO discusses resale as a service and the company's growth plans.

Tim Beyers, an investment analyst, shares insights on Alphabet's impressive transformation into an 'answer engine' and its growing dominance in cloud computing, emphasizing the potential lessons from Super Micro Computer's turmoil. Bill Mann dives into retail dynamics, focusing on Fast Retailing's innovative approach with Uniqlo and the essential research needed before investing. Together, they explore how generative AI is shaping digital advertising and caution on the challenges within AI investments, making for a thought-provoking discussion.

Tim Beyers, an insightful investor, and Dylan Lewis, an expert on operational dynamics, delve into Intel’s ambitious plans to revitalize its foundry business and enhance its AI strategies. They discuss how a new partnership with Amazon could reshape industry norms and what it means for Intel's credibility. Additionally, they explore Amazon’s workforce dynamics amid its push for in-person collaboration and analyze Microsoft’s ongoing dividend growth strategies, highlighting the evolving landscape of tech giants.