Motley Fool Money

The Motley Fool
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Feb 26, 2022 • 24min

Good Businesses in Bad Times

Ron Gross and Maria Gallagher, senior analysts at Motley Fool, delve into how resilient companies navigate challenging times. They examine key management decisions at Domino’s and Apple that benefitted shareholders. The discussion highlights Disney’s strategic use of its intellectual property to thrive and Best Buy’s comeback from its ‘showroom’ days against Amazon. Also featured are lessons from the Great Recession and how Starbucks was revived through innovation and strong brand focus. Insightful for current investors, this conversation offers valuable strategies.
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Feb 25, 2022 • 40min

Why We Never Try To Time The Market

In this engaging discussion, Jason Moser and Ron Gross share their insights on the futility of trying to time the market, emphasizing long-term investment strategies. They analyze companies like Etsy and Block, shedding light on their recent earnings. Jeff Green, CEO of The Trade Desk, discusses the evolution of advertising toward data-driven strategies. Moser reveals his radar stock, Zoom Video, while Gross introduces his 'Resilient Basket' featuring Costco and Disney, offering listeners practical tips for optimizing their portfolios.
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Feb 24, 2022 • 20min

The Latest Correction

Joining the discussion is Andy Cross, Chief Investment Officer at The Motley Fool, who shares valuable insights on navigating market corrections. He emphasizes how frequent these corrections are and the challenge of timing the market. Andy highlights the impact of global events like the Ukraine crisis on market volatility and underscores the benefits of consistently investing instead of trying to time the bottom. He also encourages taking breaks from financial news to prioritize personal well-being during turbulent times.
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Feb 23, 2022 • 29min

Acquisition Mindset

In this engaging discussion, Jason Moser, a Senior Analyst at Motley Fool, and Makarand Mody, a Boston University marketing professor, delve into the hot topic of acquisitions in 2022. Moser highlights Teladoc's successful purchase of BetterHelp while examining the uncertainties surrounding Livongo. Meanwhile, Mody reveals how Airbnb disrupts the hospitality industry, notably affecting hotel prices. Together, they offer insights on Lowe's strategic advancements and the evolving dynamics in home improvement amidst inflation.
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Feb 22, 2022 • 27min

Watching Business Evolution in Real Time

John Rotonti, a Senior Analyst at Motley Fool, dives into Ford's ambitious strategy to carve out a separate EV division while juggling stakeholder interests. He also analyzes Home Depot's stellar fiscal performance, despite the recent stock dip. Robert Brokamp shares practical financial tips tailored for singles, emphasizing unique challenges like income disparities and retirement planning. Together, they explore the evolving landscape of automotive and retail sectors while offering valuable insights for individuals navigating their finances.
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Feb 20, 2022 • 26min

Volatility = Price of Admission

Morgan Housel, bestselling author of "The Psychology of Money" and a partner at Collaborative Fund, joins senior analyst Maria Gallagher to explore the tumultuous stock market. They discuss the importance of spending time in the market rather than obsessing over yearly returns. Housel emphasizes viewing volatility as a cost of admission for future gains and highlights how 'boring' companies can lead to great investments. They also touch on the cyclical nature of the market and the power of compounding success through patience.
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Feb 19, 2022 • 36min

Making Sense of Stock Drops

Asit Sharma, a Senior Analyst and contributing writer for The Motley Fool, delves into the lessons learned from past stock drops. He discusses the emotional responses investors face during market volatility and the importance of evaluating company leadership. Notable insights include Netflix’s 'Quickster' debacle, the strategic shifts at Microsoft, and how Chipotle navigated its food safety crisis. Plus, Sharma emphasizes the need for disciplined investment strategies and revisiting investment theses amid changing market conditions.
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Feb 18, 2022 • 40min

Finding Long-Term Winners in a Rough Market

Emily Flippen, a Motley Fool analyst, and Rory Kennedy, an Academy Award-nominated filmmaker, dive into the complexities of investing during market downturns. They discuss crucial topics like Walmart's dividend boost, Shopify's fluctuating share prices, and NVIDIA's promising growth. Rory sheds light on her Netflix documentary about Boeing, revealing insights into corporate accountability and aviation safety. Plus, the duo offers amusing takes on an avocado shortage while spotlighting Upstart Holdings and Etsy as potential investment winners.
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Feb 17, 2022 • 26min

"This is why we can't have nice things!"

Maria Gallagher, a Senior Analyst at Motley Fool, dives into Nvidia's impressive fiscal outcomes and DoorDash's rising order numbers. She also discusses Cheesecake Factory's surprising pricing power amid changing consumer habits. Meanwhile, analyst Matt Frankel explores PayPal's recent struggles, despite solid fundamentals, analyzing its stock performance and strategic shifts. Together, they examine how market reactions can be elusive and share insights into the evolving landscape of tech and consumer services.
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Feb 16, 2022 • 25min

Consumer Spending, E-Commerce, and the Business of Lodging

Bill Mann, a Senior Analyst at Motley Fool, dives into the vibrant landscape of retail, noting a surprising 4% growth in consumer spending. He unpacks Shopify’s remarkable performance and its partnership with JD.com, while cautioning that its shares may never appear cheap. The conversation shifts to Airbnb's record revenue amidst the lodging industry's recovery, highlighting how AI and data strategies are reshaping customer experiences. Mann's insights provide a captivating look at market dynamics and investor psychology in today's economy.

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