Motley Fool Money

The Motley Fool
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Jul 26, 2024 • 41min

Billions in Lost Business

David Gardner, co-founder of Motley Fool and Chief Rule Breaker, shares his keen investing insights. He discusses the massive $5B loss across industries due to a critical IT outage by CrowdStrike, emphasizing its financial implications. Gardner also dives into the evolving world of AI and his top stock recommendation, encouraging listeners to navigate this complex space. Meanwhile, the talk touches on Tesla's profitability struggles, Spotify's impressive performance, and up-and-coming stocks like Twilio and Coupang.
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Jul 25, 2024 • 28min

This Seat Is Taken

Sanmeet Deo, an investment analyst at The Motley Fool with insights on companies like Chipotle and Southwest Airlines, discusses their recent earnings and the impact of activist investors. He highlights Chipotle's impressive revenue growth and Southwest's shift to assigned seating amid customer concerns. Asit Sharma joins to delve into RAUNTA, a favorite investing metric of Warren Buffett, emphasizing the importance of tangible assets in valuation and the complexities of net income in investment assessments.
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Jul 24, 2024 • 28min

What Alphabet Wants

Asit Sharma, an investment analyst at The Motley Fool, offers insights into Alphabet's recent challenges and Tesla's innovative developments. He discusses Alphabet's failed acquisition of Wiz amid antitrust issues and the evolving landscape of Google's cloud and ad strategies. Joining him, Matt Frankel sheds light on Boston Omaha's recent leadership shakeup and its effects on investor confidence. The conversation navigates the implications of these shifts while tackling the competitive dynamics of AI and autonomous vehicles.
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Jul 23, 2024 • 25min

A Slow, Expensive Housing Market

David Meier, an investment analyst, dives into the perplexing housing market where rising prices coexist with increasing supply. He discusses UPS's declining shipping volumes and the financial challenges ahead. Brian Feroldi, a co-host and education guru, takes listeners through fun and insightful investing idioms and animal metaphors, helping demystify the language of finance. Together, they unpack the complexities of market dynamics and practical strategies for savvy investors, making the financial world more accessible and entertaining.
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Jul 22, 2024 • 32min

:( Your PC Ran Into a Problem

This week features Tim Beyers, a Motley Fool analyst, who dives into the recent CrowdStrike IT outage that brought critical industries to a standstill, analyzing its impact on customer trust and cybersecurity. Bill Mann interviews Brian Haney, President of Kinsale Capital, who sheds light on the challenges facing the insurance industry, especially in hurricane-prone Florida. They discuss the financial intricacies of insuring high-risk areas and how retail investors can better assess insurance companies amidst rising costs and regulatory challenges.
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Jul 21, 2024 • 30min

Getting Robbed, Making Millions, and Learning about Risk

Nathaniel Eliason, author of "Crypto Confidential", dives into the chaotic world of cryptocurrency, sharing his rollercoaster experiences of winning and losing millions. He discusses how his journey shaped his understanding of risk and the emotional turmoil that often accompanies sudden wealth. Eliason reveals the inherent manipulation in speculative crypto games and the corrupting influence of rapid financial gains. His insights highlight the precarious nature of the crypto market and the vital lessons learned through personal setbacks.
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13 snips
Jul 20, 2024 • 29min

Liz Ann Sonders on Market Concentration and Economic Cycles

In this insightful conversation, Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, shares her expertise on navigating today's economic landscape. She discusses the overwhelming amount of economic data and its effect on investment strategies. The significance of market concentration, spotlighting the standout performers in the S&P 500, is explored. Sonders highlights the emotional side of investing, emphasizing how sentiment influences stock prices and market trends, making it crucial for investors to stay informed and level-headed.
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Jul 19, 2024 • 41min

Small Caps are Back!

Brett Schulman, CEO of Cava, shares insights on his Mediterranean restaurant chain's impressive growth and plans to expand to 1,000 locations. He discusses the current dynamics of the market, highlighting the recent spike in small-cap stocks amidst shifting investor sentiment. The conversation touches on how Cava navigates challenges in the restaurant industry and the impact of changing consumer preferences on their operations. Schulman adds a personal touch by sharing what he enjoys in his own bowl at Cava.
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Jul 18, 2024 • 29min

Big Banks Roll On

In this engaging discussion, investment analyst Matt Frankel dives into Bank of America's impressive comeback in equities trading amid economic challenges. He shares insights on the banking sector's reliance on the Fed's decisions and the uncertain forecasts surrounding interest rates. The conversation also touches on the rise in credit card delinquencies, unraveling whether this trend reflects pre-COVID norms or new economic issues. Plus, there's a look at Prologis's strategic entry into the data center market to meet growing demands.
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Jul 17, 2024 • 30min

Alphabet’s Next Act in Cybersecurity

Jason Moser, a Motley Fool analyst, shares insights on Alphabet's ambitious $23 billion acquisition of cybersecurity firm Wiz, emphasizing its potential impact on cloud security. He and Brian Feroldi, co-host of a summer school series focused on financial metrics, discuss the challenges facing Five Below after a leadership shakeup and its stock plunge. They also dive into the importance of profitability ratios for investors, highlighting how metrics like return on equity can unlock secrets about a company's financial health.

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