Motley Fool Money: 04.19.2013

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability. (17:17)  Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust. Companies discussed: ARE, STZ, TLRY Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Loka 202329min

(00:21) Asit Sharma and Dylan Lewis discuss: - How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.   (15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings.  (27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream.  If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount Companies discussed: K, KLG, ARMK, VSTS, COST Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Loka 202332min

The shiniest thing in Las Vegas is also a publicly traded company.  (00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere. Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending. Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Loka 202327min

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives. (00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app. (13:50)  Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike. Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: F, GM, STLA, PYPL Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Loka 202330min

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?  Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss: How to find your centerpoint – in airshows and investing What it’s like to sit on a multi-million-dollar sell option And the importance of being “glad to be here” Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Loka 202329min

Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss: The evolution of payments in India Micropayments versus credit cards How MercadoLibre is gaining traction with cross-border payments in Latin America The move for payments companies to become a superapp Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Syys 202327min

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.  (00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax. (19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. . (33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange. Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Syys 202340min

How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands. (18:24)  Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon. Companies discussed: RBLX, ACN, PTON, LULU, KO Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Syys 202333min