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Aug 18, 2022 • 26min

Airlines, Housing, and Your Wardrobe

Jason Moser, a Senior Analyst at Motley Fool, dives into the challenges first-time home buyers face in the current housing market and reveals his preference for investing in home improvement businesses over home builders. Meanwhile, Asit Sharma discusses the burgeoning trend of secondhand fashion, highlighting how sustainability is driving younger consumers' choices and the partnerships emerging between traditional retailers and resale platforms. Together, they explore the implications of these trends on investment strategies.
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Aug 17, 2022 • 22min

Does Spotify Have A Moat?

Asit Sharma, a Senior Analyst at Motley Fool, shares insights on Target's staggering 90% profit plunge and discusses the retailer's strategic pivot toward food items. Travis Hoium, a Motley Fool contributor, delves into Spotify's position in the audio market, exploring its competitive edge against giants like Apple and Amazon. They discuss Spotify's innovative model blending subscriptions with ad revenue, the growth potential of non-music content, and the risks associated with their heavy reliance on partnerships and evolving consumer behaviors.
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Aug 16, 2022 • 30min

The Quotable Mr. Buffett

Big Retail is on a roll, with Walmart exceeding expectations and grabbing market share in groceries. Home Depot shines with impressive profits while tackling inflation costs. The anticipation builds around Target and Lowe's performance. Meanwhile, Warren Buffett's timeless quotes resonate deeply with both novice and seasoned investors, emphasizing patience and fundamental analysis. A dive into Buffett's early life reveals the making of an investment legend who champions understanding intrinsic value in market cycles.
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Aug 15, 2022 • 30min

“Cash doesn’t lie.” Peloton’s Predicament

Jim Gillies, a senior analyst at Motley Fool, dives into Peloton's recent turmoil, highlighting alarming layoffs and store closures. He discusses the company's precarious balance sheet and the likelihood of needing fresh funding. The conversation shifts to the retail landscape, where Gillies champions Costco and Home Depot for their savvy strategies. The podcast also contrasts varying approaches in the current economic climate, showcasing how some firms are aggressively pursuing growth while others are taking a defensive stance.
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Aug 14, 2022 • 24min

Residential Real Estate is Cooling, Not Crashing

Jon Ziglar, CEO of Rent, a rental search platform recently acquired by Redfin, shares insights on the evolving housing landscape. He discusses the surge in build-to-rent housing and the notable rise in rental prices driven by post-pandemic demand. Ziglar explains how the rental market has transformed during COVID, highlighting the balance between institutional investors and smaller landlords. He assures listeners that while the market is cooling, we're not heading for another 2008-style crash, offering a fresh perspective on home contracts falling through.
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4 snips
Aug 13, 2022 • 30min

Small Cap Investing 101

Join Bill Mann, Director of Small Cap Research at The Motley Fool and an expert in uncovering lucrative small-cap opportunities. He and host Ricky Mulvey dive into why small-cap investors can outpace the market and the vital metrics that reveal a company’s true potential. They share tips on avoiding pitfalls with young companies and spotlight a captivating trend in RV and camping industries. The discussion underscores the importance of strong leadership and keen market analysis for successful small-cap investing.
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Aug 12, 2022 • 40min

The New Bull Market

Emily Flippen and Jason Moser, seasoned analysts from Motley Fool, discuss the Nasdaq's rise into bull market territory, driving insights on July CPI, Axon Enterprises' record revenue, and tensions among Unity Software. They also analyze Nvidia's earnings forecast and share thoughts on stocks like Sonos and Massimo. Joining them, Marsha Barnes, CEO of The Finance Bar, provides wisdom on overcoming mindset traps in investing, highlighting the importance of financial wellness and the parallels to physical fitness.
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Aug 11, 2022 • 31min

Disney Passes Netflix

Maria Gallagher, a Motley Fool Premium Analyst, and Tim Johnston, Co-founder of Li-Cycle Holdings, share insights into Disney's streaming success as it surpasses Netflix in subscribers. They discuss Disney's pricing power and the impact of consumer behavior in the competitive streaming market. Additionally, they explore Li-Cycle's innovative approach to lithium-ion battery recycling, addressing the growing demand for metals in electric vehicles and the importance of sustainability in the energy sector.
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Aug 10, 2022 • 29min

This Is When Amazing Companies Are Born

Tim Beyers, a senior analyst at Motley Fool, discusses the surprising resilience of The Trade Desk amidst tech layoffs and a dip in consumer spending. He also highlights a small, underappreciated company worth investors' attention. Joining him are analysts Jason Moser and Matt Argersinger, who delve into the nuances of share count management, emphasizing how strategic buybacks can significantly impact shareholder value. They also touch on the Inflation Reduction Act and its potential effects on corporate repurchases and dividends.
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Aug 9, 2022 • 23min

The Wrong Side of The Learning Curve

Bill Mann, a Senior Analyst at Motley Fool, dives into the latest on semiconductor companies like Micron Technology and Nvidia, exploring their struggles amid declining demand. He also highlights the challenges for Take-Two Interactive and Allbirds as they navigate tough market waters. Alison Southwick shares insights on the evolving job market post-Great Resignation, emphasizing how job-seekers can adapt during recession fears. Both guests provide valuable perspectives on balancing investment ambitions with market realities and navigating career opportunities in uncertain times.

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