Motley Fool Money

The Motley Fool
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Jul 6, 2024 • 29min

How US Presidents Manage Money

Megan Gorman, founding partner of Chequers Financial Management and author of "All the Presidents' Money," dives into the financial habits of U.S. presidents. She details how FDR, despite his trust fund background, faced money challenges. Reagan's humble beginnings shaped his budgeting skills, while Thomas Jefferson's financial mismanagement raises modern affordability questions. Gorman also examines how presidents and their spouses navigated finances and how their legacies influenced their financial strategies post-term. A fascinating exploration of wealth, wisdom, and missteps in presidential history!
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Jul 5, 2024 • 40min

2024: Top-Heavy, AI-Fueled, Supply-Constrained

Join Jason Moser and Matt Argersinger, both seasoned analysts from Motley Fool, as they dissect the market's strong start in 2024. They delve into why the market feels top-heavy and spotlight discounted stocks amid big tech's dominance. Key themes include AI's transformative power, interest rates, and the consumer shift towards value. They also analyze the robust real estate sector, citing low supply as a factor keeping prices high. Plus, get insights on ABM Industries and Rubrik, with a sprinkle of humor for good measure!
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Jul 3, 2024 • 19min

What’s Upflation?

Jason Moser, an investment analyst at The Motley Fool, shares insights on Tesla's Q2 challenges, revealing a troubling trend of declining sales in a competitive EV market. He also discusses 'upflation' in the personal care sector, where brands innovate while raising prices due to changing consumer behaviors from remote work. Additionally, the controversy surrounding Tempur-Sealy's merger with Mattress Firm sparks a debate on the impact of vertical mergers and potential political influences in the corporate world.
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Jul 2, 2024 • 18min

Chewy’s New Kitten

Asit Sharma, an investment analyst at The Motley Fool, joins the discussion to explore the stock market dynamics around Chewy, especially following a notable investment by Keith Gill. The conversation contrasts Chewy's stability with GameStop's struggles. They also tackle the recent merger of Cedar Fair and Six Flags, debating its long-term profitability and customer satisfaction. Finally, the hosts dive into the future of investing, touching on how AI might revolutionize stock selection in the years to come.
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Jul 1, 2024 • 19min

Canada's Market: Apathy Means Opportunity

In this insightful discussion, Jim Gillies, an analyst from Motley Fool Canada, shares his expertise on the Canadian stock market. He highlights the stark contrast between the TSX and the S&P 500, pointing out that current investor apathy has created attractive buying opportunities. Gillies discusses two standout stocks, MTY Brands and Kit’s Eyewear, suggesting these are ripe for consideration. With a focus on the potential of dividends and valuation discounts, he encourages a patient approach to investing in this overlooked market.
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Jun 30, 2024 • 32min

The Global Cold Rush

Nicola Twilley, author of 'Frostbite' and co-host of Gastropod, dives into the fascinating world of refrigeration and its economic impact. She discusses how the cold chain not only influences food choices but also reflects shifting consumer behaviors. Twilley reveals investment opportunities in the cold storage sector and shares why Unilever gave up on ice cream. The discussion also touches on innovative technologies that enhance the freshness of fruits and vegetables, showcasing exciting advancements in food preservation.
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Jun 29, 2024 • 29min

The Two Most Important Questions in Investing

Jim Gillies, an investment analyst at Motley Fool Canada with a knack for stock valuation, joins Ricky Mulvey to discuss key investment insights. They dissect the difference between price and value, emphasizing why retail investors can leverage their unique advantages over institutional traders. The conversation also tackles the limitations of traditional financial metrics and the potential of undervalued stocks. Notably, they explore the valuation comparisons between Academy Sports and Dick's Sporting Goods, shedding light on future profitability and investment strategies.
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Jun 28, 2024 • 41min

Amazon Up, Walgreens, Nike & McPlant Down

Nicola Twilley, author of 'Frostbite' and host of the Gastropod podcast, joins the discussion to explore the fascinating history of refrigeration. She delves into how this technology transformed food preservation and public health, revealing the initial skepticism and societal fears surrounding cold storage. Twilley draws connections to today’s technological advancements, emphasizing the importance of understanding history in shaping public perception. The conversation also touches on Amazon’s rise to a $2 trillion valuation and the retail struggles faced by Walgreens and Nike.
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Jun 27, 2024 • 31min

Amazon Joins the $2 Trillion Club

Tim Beyers, an investment analyst at The Motley Fool, discusses the astonishing 60% surge in Chewy's stock, fueled by strong market sentiment and short squeezes. He also dives into Amazon's ambitious strategy of launching a budget product line while enhancing its AI capabilities. Meanwhile, William Cohan, a financial journalist and founding partner of Puck, shares insights about the leadership challenges at Paramount Global and the fallout from their failed buyout talks with Skydance Media, revealing the tensions and financial struggles in today's media landscape.
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Jun 26, 2024 • 32min

FedEx Paints a Macro Picture

Asit Sharma, a Motley Fool analyst, shares insights on Rivian's partnership with Volkswagen and the strategic advantages in the electric vehicle market. He highlights how FedEx's focus on cost management is predictive of a macroeconomic uplift. Adam Ante, CFO of Paycor, discusses the competitive landscape of HR and payroll software, emphasizing the importance of employee retention strategies. He also reveals the rationale behind naming an NFL stadium, connecting brand visibility to strategic sponsorships in the sports industry.

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