Ignore "The Slap", Here's How Last Night Changed the Business of Streaming
Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses. (00:20) Tim Beyers discusses: - Ripple effects of Apple becoming the 1st streaming service to win Best Picture - Overall spending on content increasing - How things are going today at the offices of Netflix - Tesla's proposed stock split (14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now. Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Maalis 202229min
A Language Guide for Financial Stocks
Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss: - Why the P/E ratio is less important than you may think - The nuance of judging a bank’s efficiency - One metric to watch for any fintech company Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/ Stocks: AXON, WFC, COF, PYPL, JPM, AFRM Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Maalis 202224min
Hollywood Rivalries and Business Tips from the Oscars
Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history. Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss: - The Academy’s tenuous relationship with Netflix and other streamers - Warner Brothers' history of trying to recreate Disney’s magic - Unexpected business lessons from Oscar winners and nominees Stocks: DIS, NFLX, T Host: Chris Hill Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer Producer: Ricky Mulvey Engineers: Steve Broido, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Maalis 202230min
Improving Market, Attractive Stocks
The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as: - Google striking an app-store deal with Spotify - Uber teaming up with New York City taxis - Reports that Apple is developing a hardware subscription service - Darden Restaurants seeing improvement in its fine dining segment - The latest from Berkshire-Hathaway, Adobe, and Nike (19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture. (32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home. Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch! Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH Host: Chris Hill Guests: Jason Moser, Andy Cross, Nell Minow Engineer: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Maalis 202239min
3 Stocks We Just Bought
If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses: - Why investors should expect more interest rate hikes this year - The increasing attractiveness of companies with pricing power and strong ROIC - Balancing growth stocks with profitable businesses that can self-fund their operations - Three stocks he just bought (and why he bought them) (14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about. Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX Host: Chris Hill Guests: John Rotonti, Dylan Lewis, Jason Hall Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Maalis 202228min
Adobe's No-Win Situation
Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses: - Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus - How worried Okta's corporate customers should be - Why no one should expect Okta's public communications on its recent security breach to be highly detailed (14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money. Stocks: ADBE, OKTA, SHOP Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Maalis 202228min
Who Wants To Be A Millionaire?
If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss: - Nike’s earnings beat and global strategy - Okta’s hack, and what it means for the cybersecurity company - How rising fertilizer prices could cause wider-spread inflation. (10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers. Stocks: NKE, OKTA, WFC Host: Asit Sharma Guests: Auri Hughes, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Maalis 202226min
Price Matters
After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes: - The reaction from investors - Berkshire-Hathaway's increased exposure to the insurance industry - Potential for another acquisition in the next few years - Buffett's patience and relentless focus on price, and what it can teach all investors (12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world. Stocks discussed: BRK, Y, CCL, DIS, AMC Host: Chris Hill Guests: Jason Moser, Rick Munarriz, Arnold Donald Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Maalis 202222min
