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Aug 20, 2022 • 31min

Small Cap Investing 201

Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss: - How to discover new small cap opportunities - Metrics that can tell you a lot about a company’s future - Small caps for chicken wing lovers and fans of workers' comp insurance Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 19, 2022 • 40min

Retail's Big Story, Executive Shake-ups, Pizza Deconstructed

Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month. (0:30) Emily Flippen and Ron Gross discuss: - Expectations around more interest rate hikes in the near future - "Inventory" being the key story around big retailers like Walmart and Target - Deere's mixed 3rd-quarter results and potential for a bright future - The incredible roller coaster for Bed Bath and Beyond shareholders this week - Foot Locker's surprising 2nd-quarter results and new CEO - The latest from Home Depot, Lowe's, and Starbucks (19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving. (32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest. Host: Chris Hill Guests: Emily Flippen, Ron Gross, Lucas Shaw Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 18, 2022 • 26min

Airlines, Housing, and Your Wardrobe

Home sales fell nearly 6% in July. (0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (rather than home builders) - The airline industry's woeful track record on share buybacks - "Is this the best use of capital?" being a question to ask about any share buyback announcement (12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY Host: Chris Hill Guest: Jason Moser, Asit Sharma, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 17, 2022 • 22min

Does Spotify Have A Moat?

Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver linings within Target's results - Lowe's posting a quintessential "mixed" quarter - CEO Marvin Ellison's steady leadership (11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN Host: Chris Hill Guest: Asit Sharma, Travis Hoium Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 16, 2022 • 30min

The Quotable Mr. Buffett

Big Retail starts to report earnings and the news is good (so far). (0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new customers that drove results - Home Depot passing inflation costs onto customers (and not missing a beat) - How the expectations bar has been raised for Target and Lowe's (13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant. Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 15, 2022 • 30min

“Cash doesn’t lie.” Peloton’s Predicament

Peloton announces more layoffs and store closings. (0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies are set to report earnings - Why Costco is his favorite retail stock (followed closely by Home Depot) (18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment. Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD Host: Chris Hill Guest: Jim Gillies, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 14, 2022 • 24min

Residential Real Estate is Cooling, Not Crashing

Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending. Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about: - The numbers behind rent increases. - The rise of build-to-rent housing. - How the rental landscape shifted over COVID. Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through. Stocks mentioned: RDFN, HHC, ALLY Hosts: Matt Frankel, Marc Rapport Guests: Jon Ziglar, Brandon Snow Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 13, 2022 • 30min

Small Cap Investing 101

This is the fun part of being a stock investor. Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss: - Why small cap investors have an opportunity to beat the market. - The metrics that really matter for small caps. - Spotting B.S. from younger companies. - One small cap trend catching our attention. Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com) Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 12, 2022 • 40min

The New Bull Market

This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as: - Domino's Pizza exiting Italy - A listener's question about Intel - Two stocks on their radar: Sonos and Masimo Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO Host: Chris Hill Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 11, 2022 • 31min

Disney Passes Netflix

The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix. Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney’s pricing power and streaming fatigue. - How Coinbase is faring through a Crypto Winter. - What Softbank is telling investors about the private markets. Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers. Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY Host: Dylan Lewis Guests: Maria Gallagher, Nick Sciple, Tim Johnston Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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