Companies Going on Offense
Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss: - Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem. - Lisa Su’s “David and Goliath” story at Advanced Micro Devices Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Elo 202330min
Earnings Buzzwords: AI and Shrink
Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Elo 202339min
Nvidia Shoots For The Stars
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Elo 202329min
Not Your Older Cousin’s Abercrombie
Abercrombie is back in vogue, but be careful chasing this cyclical business. (00:21) Jason Moser and Dylan Lewis discuss: - The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment. Companies discussed: PTON, ANF Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Elo 202319min
Retail Shrink Gets Bigger?
Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. (00:21) Asit Sharma and Dylan Lewis discuss: - Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results. Companies discussed: ZM, LOW, DKS Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Elo 202320min
Cybersecurity Is Big Business
The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole. Companies discussed: ZM, PANW, ZS, CRWD Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Elo 202325min
How a Scam Spreads
A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple. The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss: - How a scammer builds credibility. - The investor biases can lead someone to be defrauded. - How the money in the trust fund scam’s scheme actually disappeared. Host: Ricky Mulvey Guest: Yepoka Yeebo Producer: Deidre Woollard Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Elo 202320min
Stocks to Stay Cool
Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880. Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss: - The major players and macro landscape for HVAC companies. - Carrier’s transformation. - Growth expectations for heating and cooling companies. - One industry that is incredibly difficult to disrupt. Companies discussed: CARR, WSO, TT, LLI, FERG Host: Ricky Mulvey Guests: Deidre Woolard, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Elo 202325min
