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Motley Fool Money

Latest episodes

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Apr 13, 2023 • 27min

Why Did You Buy That Stock?

We asked the audience about recent stock purchases and they did not disappoint! (00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders (12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business. Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW Host: Chris Hill Guests: Asit Sharma, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 12, 2023 • 29min

The Public Company Hiding In Plain Sight

You might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April (17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on. Companies discussed: MTY, MTYFF, MEDP, SBNY Host: Chris Hill Guests: Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 11, 2023 • 21min

1 Key Metric for Earnings Season

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels (11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it. Companies discussed: KMX, INTU Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 10, 2023 • 28min

A Bull Case for Walmart

Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season (16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now. Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 8, 2023 • 26min

Gambling Versus Investing

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss: - The lines between gambling and investing, and when they get blurry.  - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers.   Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 7, 2023 • 40min

11 Stocks for Spring Cleaning Your Portfolio

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 6, 2023 • 25min

How Gen Z Spends

There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands. (10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch.  Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF  Host: Dylan Lewis  Guests: Nick Sciple, Sanmeet Deo  Producer: Ricky Mulvey  Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 5, 2023 • 28min

J&J Attempts a “Texas Two-Step”

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit could mean for J&J's spinoffs. - Why the US Department of Justice is taking a look at Activision Blizzard. (14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders. Companies discussed: JNJ, ATVI, CHWY Host: Dylan Lewis Guests: Tim Beyers, Emily Flippen Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 4, 2023 • 27min

The WWE Makes a Match

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss:  - The terms of the deal, and the media rights story.  - How Vince McMahon “wins”.  - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch.  Companies discussed: WWE, OKTA, NVDA Host: Dylan Lewis  Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma  Producer: Ricky Mulvey  Engineers: Dan Boyd, Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 3, 2023 • 26min

Tesla’s Competition

 Tesla hit all time records for production and deliveries but left Wall Street unsatisfied.  (00:21) Deidre Woollard and Asit Sharma discuss:  - Rivian’s profitability problem.  - How Tesla is trying to “push competitors into a bad spot.”  - Strategy shifts at Netflix.  - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.”  Companies discussed: TSLA, RIVN, NFLX, DIS  Host: Deidre Woollard  Guests: Asit Sharma, Sierra Baldwin, Berna Anat  Producer: Ricky Mulvey  Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

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