Motley Fool Money

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Feb 15, 2022 • 28min

Intel's $5 Billion Bet

Join analysts John Rotonti, Alison Southwick, and Robert Brokamp as they dive into Intel's bold $5 billion acquisition of Tower Semiconductor, examining its implications for the semiconductor industry and Taiwan Semiconductor's response. John highlights Arista Networks' impressive market performance against Cisco, revealing potential growth opportunities. Alison and Robert address common financial disagreements couples face, offering tips for achieving financial harmony and navigating spending habits. Tune in for insights that merge tech and personal finance!
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Feb 14, 2022 • 30min

Bull vs. Bear: American Express

(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger. (16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express. You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK Host: Chris Hill Guests: Jason Moser, Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Feb 13, 2022 • 33min

Designing A More Engaged Work Life

Dave Evans, a Stanford lecturer and co-author of "Designing Your New Work Life," shares insights from his journey as an early Apple employee and co-founder of Electronic Arts. He discusses the power of a "good enough for now" mindset to boost work satisfaction. Listeners will learn about the importance of job redesign before quitting, how to navigate isolation while fostering collaboration, and the role of engagement in hybrid work settings. Evans emphasizes reframing challenges and finding joy in the moment to enhance your work life.
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Feb 12, 2022 • 36min

The Business Side of Super Bowl 56

In this exciting discussion, analysts Maria Gallagher, Asit Sharma, and Nick Sciple dive into the business dynamics surrounding Super Bowl 56. Gallagher highlights NBC's innovative broadcasting strategies and the subscriber retention challenges faced by streaming platforms. Sharma critiques the advertising tactics of major companies, emphasizing a shift toward social relevance. Sciple unveils the explosive growth of sports betting, dissecting its impact on the NFL. Together, they illuminate the financial stakes and marketing genius behind one of America's biggest events.
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Feb 11, 2022 • 40min

Who's Got Pricing Power?

Bill Shea, a sports business writer from The Athletic, dives into the fascinating world of Super Bowl advertising and how streaming platforms are reshaping ad strategies for major events. He discusses the staggering costs of Super Bowl ads and contrasts traditional approaches with those of new, emerging companies. Alongside hosts Jason Moser and Ron Gross, they analyze pricing power in businesses like Disney and Peloton, and unveil insights on investment opportunities with companies poised for growth, including The Trade Desk.
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Feb 10, 2022 • 24min

1 Business, SO MANY Opinions!

Bill Mann, a Motley Fool Senior Analyst, dives into the contrasting opinions surrounding The Walt Disney Company, highlighting its robust theme park recovery and the crucial role of Disney+ during tough times. He reflects on CEO Bob Chapek's tenure and the tension between short-term critiques and long-term investment benefits. Asit Sharma introduces an undervalued financial metric for consumer goods and subscription businesses, discussing customer acquisition costs and lifetime value, using examples like Peloton and Chewy to illustrate effective marketing strategies.
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Feb 9, 2022 • 24min

Chipotle's Pricing Power is Real

Join Jason Moser, a restaurant stock expert, and Ron Gross, a mergers guru, as they dive into the fascinating world of Chipotle's impressive pricing power. Moser reveals how Chipotle's bold strategies could push them towards 7,000 locations while analyzing Yum Brands' franchise model. Gross dissects the anatomy of company acquisitions, exploring payment methods and the fine line between friendly and hostile takeovers. Discover the intricacies of the acquisition landscape and what it means for investors!
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Feb 8, 2022 • 29min

Is Peloton the Next Chipotle? (No, seriously)

Bill Mann, a Senior Analyst at Motley Fool, dives into Peloton's recent upheaval, discussing CEO Barry McCarthy's role in the company's reimagining. He likens Peloton’s struggles to past challenges faced by Chipotle, emphasizing the need for strong leadership. Mann also highlights Nvidia's failed bid for Arm Limited due to regulatory barriers and shares insights on navigating personal finances in relationships. The conversation blends market analysis with practical advice, making for a compelling listen.
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Feb 7, 2022 • 25min

Why We're Not Sweating the Fed's Next Move

The potential acquisition of Peloton is heating up, with Nike emerging as a frontrunner. Meanwhile, the merger between Frontier and Spirit Airlines marks a new chapter in leisure travel. Hasbro is shaking up the toy industry by linking its success to TV production. Discussions on real estate reveal confidence in investments despite rising interest rates, while e-commerce's growth changes the landscape for industrial facilities. Strap in for insights on mergers, market dynamics, and strategic shifts across industries!
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Feb 6, 2022 • 34min

Diving Into 5G

Join Matthew Frankel, a Certified Financial Planner and co-host of the Industry Focus podcast, as he dives deep into the transformative world of 5G technology. He discusses how 5G goes beyond just faster phone speeds, impacting sectors like banking, gaming, and even smart appliances. Frankel highlights the investment landscape, focusing on major telecom players like AT&T and Verizon, as well as the pivotal role of chip companies like Qualcomm. Explore allocation strategies and the future possibilities of this technology!

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