Mattel’s Filmmaking Strategy
Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you. Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss: - How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know. Companies mentioned: MAT, HAS, DIS Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Heinä 202321min
Netflix and Tesla Play With Pricing
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported. (00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express. (19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead. (32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries. Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Heinä 202339min
Cashing In On Chips
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss: The challenges with standing up semiconductor factories in the U.S. The different types of chips Taiwan Semiconductor produces and what companies use them. The restrictions that impact ASML. (17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Heinä 202328min
Carvana’s Bet on Debt Restructuring
Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date. (15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market. Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Heinä 202327min
Schwab Is Not SVB
When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by. (11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI Pullback report: www.fool.com/pullback Got a question for the show? Email us at podcasts at fool dot com. Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Heinä 202326min
The EV Truck War Is Officially On
Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars. (18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy. Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Heinä 202330min
A Marketplace of Ideas
So, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about: How tighter lending environments lead to entrepreneurship booms What drives backers to participate in funding campaigns that pay off in rewards rather than equity And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream Host: Deidre Woollard Guest: Becky Center Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Heinä 202327min
Hand-Wavy Finance
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Heinä 202323min
