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
The Inside Story of Instagram
Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about: - How parent company Meta Platforms affects Instagram’s user experience today - CEO Mark Zuckerberg’s role in company acquisitions - The company’s shift into the metaverse Want more background on investing in metaverse stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/ Stocks: FB, SNAP, AAPL Host: Ricky Mulvey Guest: Sarah Frier Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Maalis 202230min
How to Evaluate Company Leadership
You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss: - Identifying great corporate leaders - How excellent CEOs balance stakeholder needs - Why company culture is one of the most important competitive advantages Want more tips for evaluating a CEO? Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN Host: John Rotonti Guest: Auri Hughes, Alyce Lomax Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Maalis 202224min
0.25% Increase? No Problem!
For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as: - GameStop's 4th-quarter loss - FedEx weathering challenges to get through its latest quarter - Williams-Sonoma closing out the fiscal year with record results - Amazon and Netflix making moves to strengthen their video streaming businesses - The latest from Starbucks, Accenture, and Walmart (19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market. (33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy. Got a stock you want us to discuss? Post a review on Apple and include your stock pitch! Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld Engineer: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Maalis 202239min
Russia/China: What's Next?
Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs. (0:20) Bill Mann discusses: - How Russia's market remained closed - Potential for Russia to default on its debt - The one thing every U.S. investor should do if they have exposure to Russian stocks - Chinese stocks suddenly rebounding on comments from the central government - Why he believes the turnaround is a "yellow flag" for investors Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Maalis 202220min
Meet Starbucks' New Boss (Same As The Old Boss)
Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks. (0:20) Jason Moser discusses: - The company's board of directors taking their time in searching for the next permanent CEO - Why Walgreens' CEO Roz Brewer should be at the top of the board's list of candidates - Starbucks' plan to reduce the use of disposable cups by 2025 (12:00) Emily Flippen and Asit Sharma take a closer look at a stock that's returned 250% over the past five years: Intuit. Stocks discussed: SBUX, INTU, ADBE Host: Chris Hill Guests: Jason Moser, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Maalis 202226min
