Right Trend, Wrong Stock

Right Trend, Wrong Stock

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.” Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Financial Horror Stories, Vol. 5: The All-Monster Edition

Financial Horror Stories, Vol. 5: The All-Monster Edition

The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to ...

31 Loka 56min

Is Wall Street Turning on AI?

Is Wall Street Turning on AI?

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure comm...

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Alphabet Almost Sets a Record No One Wants

Alphabet Almost Sets a Record No One Wants

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better rec...

29 Loka 24min

Is Robinhood Stock Too Expensive?

Is Robinhood Stock Too Expensive?

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's la...

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SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings...

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Anthropic’s $500 Billion Question

Anthropic’s $500 Billion Question

Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billi...

26 Loka 19min

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rac...

25 Loka 25min

When to Contribute or Convert to a Roth Account

When to Contribute or Convert to a Roth Account

There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want...

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