Acquisition Mindset
Motley Fool Money23 Helmi 2022

Acquisition Mindset

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Cable Takes on The Mouse

Cable Takes on The Mouse

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming...

5 Syys 202330min

Stadium Sponsors – Buy or Sell?

Stadium Sponsors – Buy or Sell?

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?     (00:41) Ricky Mulvey and Dylan Lewis discuss:   - Why stadium sponsors generall...

3 Syys 202323min

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The curren...

2 Syys 202326min

Different Customers, Different Retail Results

Different Customers, Different Retail Results

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.  (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping a...

1 Syys 202339min

Salesforce Rights The Ship

Salesforce Rights The Ship

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays i...

31 Elo 202332min

Buffett Quotes Under the Microscope

Buffett Quotes Under the Microscope

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.  (00:12) Bill Mann and Dylan Lewis discuss: - ...

30 Elo 202329min

"When in Doubt, Zoom Out"

"When in Doubt, Zoom Out"

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charg...

29 Elo 202328min

Instacart Is IPO Ready

Instacart Is IPO Ready

Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery ...

28 Elo 202333min

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