Margin Game

Margin Game

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. - Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy. - Chipotle’s preparations for “peak burrito.” (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2154)

Tax-Smart Retirement Planning and the Long-Term Return of Gold

Tax-Smart Retirement Planning and the Long-Term Return of Gold

Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp dis...

24 Jan 23min

FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel m...

23 Jan 42min

2026: The Year of the Mega IPOs?

2026: The Year of the Mega IPOs?

It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as ...

22 Jan 19min

The Good, The Bad, and the Unknown at Netflix

The Good, The Bad, and the Unknown at Netflix

Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the...

21 Jan 22min

The Fast Casual Comeback Tour

The Fast Casual Comeback Tour

Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmee...

20 Jan 22min

TSM or NVDA: Who Ya Got?

TSM or NVDA: Who Ya Got?

Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoi...

19 Jan 26min

Interview with Redwire CEO Peter Cannito

Interview with Redwire CEO Peter Cannito

Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of R...

18 Jan 20min

What to Know About a Stock’s Workforce

What to Know About a Stock’s Workforce

The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses ...

17 Jan 20min

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