Motley Fool Money

The Motley Fool
undefined
May 13, 2024 • 29min

Squarespace’s $6.9B Takeover, First of Many?

Jason Moser, a Motley Fool analyst, dives into the recent $6.9 billion acquisition of Squarespace by Permira and discusses its implications for the website-building sector. He also examines the Biden administration’s plans for tariffs on EVs, noting how that might shape future trade dynamics. Meanwhile, Asit Sharma sheds light on Pubmatic's impressive ability to generate trillions of ad impressions, exploring its competitive stance against major players in the advertising industry and focusing on growth strategies amid privacy challenges.
undefined
May 12, 2024 • 20min

Lessons From Startups

Startups often stumble not due to ideas, but because of people problems. Discover how strong leadership and company culture are vital for success, especially in today's hybrid work environment. Lessons on overcoming overconfidence in leaders emphasize the value of humility and team feedback. Delve into how healthy team conflict can drive better decision-making and the importance of empowering team members to foster commitment. Personal anecdotes highlight how meaningful connections can inspire effective leadership.
undefined
May 11, 2024 • 24min

“A Great First Effort from Apple”

Join Jason Moser, a lead advisor on augmented reality investing, as he analyzes the intriguing potentials of Apple's Vision Pro headset. He dives into the fascinating educational benefits of spatial computing and contrasts Apple's and Meta's strategies in VR and AR. Moser also highlights how virtual reality is reshaping training in healthcare and law enforcement. Discover the impressive value VR brings to professional training while enjoying some behind-the-scenes insights from a recording studio with Alicia Keys!
undefined
May 10, 2024 • 41min

It’s Always About the Forecast

Andy Cross and Ron Gross, senior analysts at Motley Fool, dive into the latest earnings from Shopify and Roblox, debating the outlook for consumer spending in 2024. They analyze Disney's streaming strategy amidst declining viewership and discuss the strong performance of Trade Desk in a challenging market. Celsius is highlighted for its continued growth in the beverage space. Co-founder David Gardner provides invaluable career advice for college graduates, emphasizing the importance of mentorship and aligning careers with personal values.
undefined
May 9, 2024 • 32min

Roblox Hits Roadblock

Kirsten Guerra, an investment analyst focused on growth stocks, joins Nick Sciple, who specializes in the legal cannabis market, for a deep dive into recent market trends. They discuss Duolingo's impressive revenue growth and the challenges surrounding its dependency on advertising. The conversation shifts to Roblox, exploring its financial hurdles and the implications of its freemium model. Nick also highlights a pivotal legislative change that could reshape the cannabis industry, offering insights into the potential growth and legal landscape ahead.
undefined
May 8, 2024 • 26min

“This Looks Bad. Look Over Here.”

Tim Beyers and Alicia Alfiere join the discussion, bringing their expertise from The Motley Fool. They dive into Uber’s recent earnings, dissecting its financial health despite some troubling figures. The conversation shifts to Toast, examining its growth potential in the food service industry. Alicia highlights Chegg's struggle against rising AI tools and its strategic pivot towards leveraging AI for better services. Each segment underscores the necessity of deep investment analysis in a fluctuating market.
undefined
May 7, 2024 • 33min

Is Streaming Profitable?

Jason Moser, an investment analyst at The Motley Fool with insights into Disney and Axon Enterprise, joins Alison Southwick, who specializes in portfolio strategies. They dive into the contrasting earnings of Disney’s parks and streaming services, exploring its future amid leadership challenges. Moser highlights Axon’s innovative growth with cloud services and AI to aid law enforcement. Southwick discusses the 60/40 portfolio's struggles and reassesses its viability for 2024, urging investors to rethink diversification in light of rising inflation.
undefined
May 6, 2024 • 24min

What Buffett Is Selling and Saying

In this lively discussion, Jim Gillies, a Motley Fool analyst specializing in Berkshire Hathaway, shares his insights on Warren Buffett's recent commentary and strategic moves at the annual meeting. They delve into Buffett's substantial cash reserves and what his shrinking Apple position might indicate about market sentiment. Gillies emphasizes the importance of succession planning as Buffett's age becomes a factor and argues against viewing Berkshire solely on total returns, highlighting its unique stability in uncertain times.
undefined
May 5, 2024 • 37min

More AI = More Cyberthreats

Data breaches surged by 78% last year, largely driven by advances in artificial intelligence. The discussion delves into how these threats are evolving, with cybercriminals using sophisticated tactics like ransomware. A case study on the MGM hack illustrates the mechanics of such attacks. The conversation emphasizes the need for modernized cybersecurity practices and the critical vulnerabilities in outdated systems. Personal cybersecurity tips are also shared, showing how individuals can protect themselves amidst rising cyber threats.
undefined
May 3, 2024 • 41min

Customer is Key This Earnings Season

Ron Gross and Jason Moser, both Senior Analysts at Motley Fool, dive into the increasingly discerning nature of consumer spending. They discuss Apple’s lackluster hardware sales contrasted with an ambitious buyback plan and Amazon’s robust growth in cloud and advertising. The conversation touches on CVS’s issues with Medicare and quick-service restaurants like Starbucks, McDonald's, and Domino’s in a competitive landscape. They also highlight promising stocks like Wingstop and CrowdStrike, emphasizing the importance of brand strategy in today’s market.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app