Disney’s Activist Investor (Reprise)

Disney’s Activist Investor (Reprise)

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down from his seat. How Unity handled pricing changes with its developers. Trian Partners increasing its stake in Disney. Questions about Disney’s turnaround story. Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement. Companies discussed: U, DIS Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(2289)

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

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When Leverage Goes Wrong on Wall Street

When Leverage Goes Wrong on Wall Street

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...

31 Heinä 40min

Microsoft Shows the Mag7 What AI Investment Looks Like

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Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyle...

30 Heinä 21min

The Consumer Is All Right!

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Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Whe...

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Paypal to Stripe: You’re Going to Have to Do Better Than That

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Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPa...

28 Heinä 25min

The Hottest IPO of 2026 Will Shock You

The Hottest IPO of 2026 Will Shock You

Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds ...

27 Heinä 20min

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel...

26 Heinä 27min

The Father of the 4% Rule Says Retirees Can Take Out Much More

The Father of the 4% Rule Says Retirees Can Take Out Much More

William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in ...

25 Heinä 22min

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