Netflix’s Promising Next Act
Netflix’s is aiming to return to growth by cracking down on password sharing. (00:12) Jim Mueller and Dylan Lewis discuss: The encouraging data behind Netflix’s password crackdown and ad-supported membership. Why it still might be a bit early to bank on those growth levers for Netflix. How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. (14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage. Companies discussed: NFLX, AAPL, AMZN, DIS, INTU Host: Dylan Lewis Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Kesä 202326min
An Inflection Point for adidas
Inflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk. Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor. Companies discussed: ADDYY, NKE Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Kesä 202329min
Icahn Gets His Way
Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition? (00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale. (14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe. Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Kesä 202325min
Are Banking Relationships Sticky?
When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then? Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss: - The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future” Companies discussed: LOB, JPM Host: Bill Mann Guest: Chip Mahan Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Kesä 202322min
“No One Will Ever Need a PC in Their Homes.”
A new technology won’t go far unless it solves a migraine-level problem. Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss: - How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves” Companies discussed: IT, AAPL, MDB, HUBS Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Kesä 202330min
Spatial Computing and Safety Deposit Boxes in the Sky
Will mixed reality win out over virtual reality? And is crypto a security? (00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto. (19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row. (33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Kesä 202339min
Game over for GameStop’s CEO
GameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift. (11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Kesä 202321min
Mixed Signals From Real Estate and Regional Banks
The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. (00:15) Bill Mann and Dylan Lewis discuss: How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers. The follow-on effects that could hit regional banks. Why insiders at regional banks are buying up shares despite the pessimism. (13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. Companies discussed: LOB, CHWY, GME, BBBY, BABA Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Kesä 202327min
