Fortnite vs. Apple and the Future of Malls

Fortnite vs. Apple and the Future of Malls

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Earnings Buzzwords: AI and Shrink

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 A...

25 Elo 202339min

Nvidia Shoots For The Stars

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 Nvi...

24 Elo 202329min

Not Your Older Cousin’s Abercrombie

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 i...

23 Elo 202319min

Retail Shrink Gets Bigger?

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 approac...

22 Elo 202320min

Cybersecurity Is Big Business

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 Ne...

21 Elo 202325min

How a Scam Spreads

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. Investo...

20 Elo 202320min

Stocks to Stay Cool

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 co...

19 Elo 202325min

Inside China’s Economic Woes

Inside China’s Economic Woes

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.  (00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and...

18 Elo 202339min

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