Can Zoom be More than Zoom?
Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. (00:21) Jason Moser and Dylan Lewis discuss: - Whether AI and expanded offerings can create a next act and growth pillar for Zoom. - Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up. - The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping. Companies discussed: ZM, LOW, HD, TGT, WMT Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Elo 202420min
One Lifetime of Ads = $22,000
Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape for advertisers. - Podcasting’s shift to video. - The real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT Note: No show tomorrow, we’re back on Thursday, August 22. Host: Ricky Mulvey Guests: Dylan Lewis, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Elo 202421min
The Silicon, Software, and Systems
AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. (00:21) Asit Sharma and Dylan Lewis discuss: - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like. - General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven. - The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far. Articles mentioned on the show: WSJ piece: Why AI Risks Are Keeping Board Members Up at Night Salesforce’s Generative AI Guidelines Companies discussed: AMD, NVDA, GM, CRM, NOW Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Elo 202419min
Meet the Fool: Bill Mann
To get outsized returns, it can pay to find a pond where fewer people are fishing. Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about: how travel has informed his investing philosophy. what initially caught his eye about Chipotle. why he thinks you should “keep turning over rocks.” Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com Host: Mary Long Guest: Bill Mann Engineer: Tim Sparks Tickers mentioned: CMG, CNSWF Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Elo 202423min
Dividends = Discipline
Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom. Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about: - Why companies pay dividends. - How to tell if a company’s payout is sustainable. - Dividend payers including Pool Corp, Nike, and Starbucks Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Elo 202425min
The Market's Coiled Spring
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. (00:21) Jason Moser and Matt Argersinger discuss: - What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive. - Earnings updates from Home Depot, Walmart, and Brinker. - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. (30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Elo 202439min
Walmart Wins Bargain Games
The world’s largest retailer is crushing the market. (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the economy. - The economic side effects of weight-loss drugs. Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers. Companies discussed: WMT, COST, KR, WMS, LLY Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com Host: Ricky Mulvey Guests: Asit Sharma, Buck Hartzell Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Elo 202430min
What Happens if Alphabet Breaks Up?
Here’s why investors could win. (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks. Learn more about the Range Rover Sport at www.landorverusa.com Companies discussed: GOOG, GOOGL, K, ENPH, SEDG Host: Mary Long Guests: Tim Beyers, Jason Hall, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Elo 202429min
