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Mar 2, 2024 • 26min

The Small Cap Show

Bill Mann, Lead Analyst at the Motley Fool and Director of Small-Cap Research, dives into the thrills of small-cap investing. He discusses whether the disappearance of the 'small-cap premium' impacts investors positively. Mann also explores the communication challenges faced by small-cap companies like Boston Omaha, stressing the need for transparency. He highlights strategies for navigating the small-cap landscape, especially amid evolving market trends, using real examples like Fiverr and Grupo Aeroportario del Sureste.
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Mar 1, 2024 • 41min

Tech in 2024: AI and Dividends

Jason Moser and Matt Argersinger, both senior analysts at Motley Fool, dive into the intense AI landscape with insights on Elon Musk’s lawsuit against OpenAI and Apple’s roll-back in automotive ambitions. They discuss the rising trend of Big Tech companies like Salesforce offering dividends. Meanwhile, Karl Thiel explores the looming patent cliffs in pharmaceuticals, impacting hundreds of major drugs over the next decade. The conversation also highlights stocks like Palo Alto Networks and eBay, examining their market performance and future potential.
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Feb 29, 2024 • 29min

Platforms, Platforms, Platforms

David Meier, a Motley Fool analyst, delves into the financial landscapes of Salesforce, Snowflake, and Okta. He discusses the importance of effective leadership and how growth in these companies hinges on expanding product offerings rather than just attracting new customers. Gary Stevenson, author of "The Trading Game," shares gripping tales from his time as a top trader, including the emotional challenges faced during market turmoil. They also explore the intersection of platformization in business, trading thrills, and the broader implications of economic inequality.
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Feb 28, 2024 • 29min

Greed is Short

Asit Sharma, a Motley Fool analyst with sharp insights on market trends, discusses Beyond Meat's surprising stock surge and Apple’s halted Project Titan, revealing intriguing implications for both companies. Deidre Woollard interviews Carrie Sun, author of "Private Equity," to unveil the captivating and high-stakes world of hedge funds. The conversation dives into the shifting dynamics of investment strategies and the allure of exclusive opportunities in private equity, painting a vivid picture of today’s financial landscape.
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Feb 27, 2024 • 33min

Earnings for Breakfast, Cereal for Dinner

Bill Barker, an investment analyst at The Motley Fool, shares insights on Zoom's evolving growth story amid doubts about its future. He discusses the company's competitive edge against giants like Microsoft Teams and Google, and AutoZone's international expansion. Alison Southwick, also an analyst, tackles listener queries about navigating 403(b) plans and investment safety, highlighting the protections offered by the Securities Investor Protection Corporation. They also explore Wendy's new surge pricing strategy and Kellogg's push for cereal as a dinner option.
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Feb 26, 2024 • 28min

Berkshire After Charlie

Jason Moser, a savvy Motley Fool analyst, dives into Berkshire Hathaway's latest annual report, discussing why the company opts for profit retention over dividends and the implications of its hefty cash reserves. Joining him, Ken Costa, the author of The $100 Trillion Dollar Wealth Transfer, offers insights on the massive generational wealth shift and its potential to reshape future investment trends. Together, they explore the evolving attitudes of younger investors eager to tackle societal issues while navigating traditional financial landscapes.
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22 snips
Feb 25, 2024 • 30min

Charles Duhigg on Supercommunicators

Charles Duhigg, a Pulitzer Prize-winning journalist and author of "Supercommunicators," joins Mary Long to explore the art of effective communication. He discusses the habits that make someone a 'super communicator' and shares insights on how companies like Boeing and Netflix handle communication crises. Duhigg highlights the importance of empathy in patient interactions and examines the recent upheavals at Microsoft and OpenAI. He also emphasizes how AI can streamline tasks, giving us more time for meaningful engagement in our daily lives.
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Feb 24, 2024 • 29min

The Dawn of Spatial Computing

Cathy Hackl, a prominent futurist and Apple Vision Pro developer, shares her insights on the burgeoning field of spatial computing. She discusses how companies like Lockheed Martin and Lowe's are already leveraging this technology in innovative ways. The conversation touches on the unique challenges developers face in creating apps for the Vision Pro. Additionally, Hackl explores concepts like virtual air rights and digital fashion, shedding light on the future implications of spatial computing for communication and social interaction.
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4 snips
Feb 23, 2024 • 41min

It’s NVIDIA’s world and we’re just living in it!

Emily Flippen, a senior analyst with a keen eye on e-commerce, and Andy Cross, a market trend expert, dive into NVIDIA’s explosive growth, driven by AI. They discuss the contrasting struggles of Etsy and Wayfair in retail and Walmart's strategic acquisitions. The pair also cover Teladoc's challenges in telemedicine and the evolving cybersecurity landscape with Palo Alto Networks. Lastly, they point out Grab Holdings’ promising first quarterly profit, alongside HubSpot’s growth prospects, painting a vibrant picture of today’s market.
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5 snips
Feb 22, 2024 • 27min

The NVDA Show

Tim Beyers, a Motley Fool analyst, dives deep into Nvidia's recent blockbuster quarter, fueled by soaring demand for GPUs and AI advancements. He explores the sustainability of this growth amid potential slowdowns and critiques Nvidia's capital allocation strategy, questioning their focus on stock buybacks. The conversation highlights the company’s pivotal shift towards AI and networking solutions, emphasizing its transformation from merely a chip maker to a comprehensive tech enabler in the AI landscape, setting the stage for future innovations.

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