Motley Fool Money

The Motley Fool
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May 17, 2022 • 27min

Walmart & Home Depot vs. Inflation

Asit Sharma, a senior analyst at Motley Fool, and Mark Reeth, a Business Insider reporter, dive into the contrasting performances of Walmart and Home Depot amidst inflation. Sharma highlights Walmart's significant stock decline after disappointing quarterly results, while Home Depot sees a rise in guidance due to solid profits. Reeth introduces unique economic indicators like the Cardboard Box Index and the RV Index, illustrating trends tied to consumer behavior changes in the current economy. Their insights shed light on resilience and adaptation in retail.
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May 16, 2022 • 24min

McDonald's Exits Russia (Who's Next?)

In this engaging discussion, Jason Moser, a senior analyst at Motley Fool, and financial expert Matt Frankel tackle significant market shifts. They dive into JetBlue's unexpected hostile takeover of Spirit Airlines and what it means for the airline industry. Moser also analyzes McDonald's historic exit from Russia, considering both financial fallout and corporate ethics during geopolitical crises. Frankel then shifts the spotlight to Twilio, exploring its competitive edge in the communication sector despite recent challenges. A riveting exploration of corporate strategy and integrity ensues!
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May 15, 2022 • 25min

Money Lessons from Gandhi, Dante, and Chimpanzees

Dr. Martha Beck, a best-selling author and life coach known for her Oprah book club selection, shares fascinating perspectives on money. She challenges listeners to ask, 'How much is enough?' and emphasizes aligning investments with personal values. The conversation delves into financial lessons drawn from chimpanzees and explores the emotional pitfalls of chasing superficial success, drawing from Dante's insights. Beck advocates for a deeper connection between money, happiness, and self-care, urging a redefinition of our relationship with wealth.
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May 14, 2022 • 29min

Capital Allocation: The Superpower of (Some) Public Companies

Bill Mann, a senior analyst at Motley Fool with a knack for capital allocation and long-term investing, dives into the fascinating world of corporate cash management. He discusses how strategic decisions—like paying dividends, engaging in stock buybacks, or making acquisitions—can affect a company's growth. The conversation highlights six companies excelling with their capital allocation, explores when it's a “crime” to pay dividends, and shares insights on ensuring long-term financial success amidst market fluctuations.
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May 13, 2022 • 39min

The Hidden Upside for Stock Investors

In this insightful discussion, Maria Gallagher and Jason Moser provide a refreshing take on market trends, highlighting the surprising recovery of Disney amidst challenging times for coffee chain Dutch Bros. Frederic Kerrest, co-founder of Okta, shares wisdom from his book, emphasizing the tenacity required for entrepreneurial success. The trio also explores innovative growth strategies in companies like Unity Software and Roblox, while showcasing potential investment opportunities in stocks like Airbnb and Home Depot.
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May 12, 2022 • 25min

Future Consolidation in Gaming

Asit Sharma, a senior analyst at Motley Fool, dives into Sonos, highlighting it as an underrated business with crucial revenue growth metrics. He emphasizes the importance of long-term stock investing. Joining him is Reggie Fils-Aime, the former president of Nintendo of America, who discusses the evolving landscape of gaming, the significance of strong leadership, and Disney’s struggles in adapting to industry challenges. They also explore the future of consolidation in gaming and how companies can leverage intellectual property for success.
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May 11, 2022 • 28min

Metaverse, Streaming Ads, and The Biz of Freelancing

Tim Beyers, a Motley Fool Senior Analyst, dives into Roblox's surprising stock performance despite disappointing earnings, highlighting user engagement and the growing metaverse potential. Bill Mann analyzes Fiverr International's market position, discussing its recent struggles and strategic investments aimed at boosting growth in the freelancing sector. The conversation also touches on adapting advertising strategies in a changing market, showcasing how companies are navigating financial challenges while aiming for long-term success.
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May 10, 2022 • 29min

Economic Indicators: China, Men's Underwear Index

Bill Mann, a senior analyst at Motley Fool, shares valuable insights on investing and discusses why stocks hitting 52-week lows might be hidden gems. He highlights the dangers of anchoring to past stock highs and the ongoing concerns over China's rolling lockdowns. Meanwhile, Alison Southwick joins Mark Reeth to explore quirky economic indicators, including the amusing Men's Underwear Index, which reveals consumer sentiment trends. Tune in for a blend of serious investing tips and light-hearted economic trivia!
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May 9, 2022 • 28min

Uber's "Seismic Shift" and Farming's Future

Jason Moser, a senior analyst at Motley Fool, delves into Uber's strategic pivot as CEO Dara Khosrowshahi emphasizes cutting marketing and prioritizing hiring. They also explore the impressive box office success of 'Doctor Strange and the Multiverse of Madness' and its implications for consumer behavior. Meanwhile, Rachel Warren interviews Jonathan Webb, CEO of AppHarvest, about revolutionizing agriculture through innovative practices to tackle food supply challenges. They discuss the rise of indoor farming to address climate issues and water scarcity in food production.
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May 8, 2022 • 25min

Metaverse: Unlimited Potential, Very Real Constraints

Venture capitalist Matthew Ball, author of "The Metaverse: And How It Will Revolutionize Everything," dives into the intriguing yet uncertain future of the metaverse. He discusses the significant technical hurdles, such as internet latency and infrastructure, that must be overcome to realize this digital frontier. Ball emphasizes the promising opportunities for companies like Nike in this space. The conversation also touches on the evolution of computing power and how it enhances immersive gaming experiences, making the metaverse a tantalizing but complex landscape.

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