Consumer Spending, E-Commerce, and the Business of Lodging
(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap - The company's new partnership with JD.com - Airbnb's record revenue last year - Hotel stocks hitting new all-time highs - The wisdom of Ron Gross (17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present. What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS Host: Chris Hill Guests: Bill Mann, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Helmi 202225min
Intel's $5 Billion Bet
(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems. (16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship. What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Helmi 202228min
Bull vs. Bear: American Express
(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger. (16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express. You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK Host: Chris Hill Guests: Jason Moser, Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Helmi 202229min
Designing A More Engaged Work Life
The principles of design can improve your life at work. Really. Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts. Producer Ricky Mulvey talks with Evans about: - The power of creating a “good enough for now” mindset - Deciding whether to quit or reinvent your job - How to create more spontaneity in a hybrid-work environment Stocks discussed: PINS, AAPL, HPQ Host: Ricky Mulvey Guests: Dave Evans Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Helmi 202232min
The Business Side of Super Bowl 56
Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including: - How broadcasters and streaming companies approach live sports - The challenge of getting subscribers to stick with a streaming service - Why some consumer goods companies are aiming for more than just brand recognition - Sports betting's evolution and growth - Prop bets! Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN Host: Dylan Lewis Guests: Maria Gallagher, Asit Sharma, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Helmi 202235min
Who's Got Pricing Power?
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events. What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Helmi 202239min
1 Business, SO MANY Opinions!
(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO (13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business. Stocks discussed: DIS, CHWY, PTON, APRN, BIRD Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Helmi 202224min
Chipotle's Pricing Power is Real
(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations (15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/ Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Helmi 202224min
