A One-Night Tenant

A One-Night Tenant

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2121)

Earnings-palooza: Welcome to Club Trillion!

Earnings-palooza: Welcome to Club Trillion!

Amazon’s huge 4th-quarter gets the company back above the trillion-dollar market cap. Apple and Microsoft continue their hot streaks, while Facebook sells off due to margin concerns. Jason Moser, Andy...

31 Jan 202039min

Michael Lewis Saw Football’s Future

Michael Lewis Saw Football’s Future

The NFL’s financial health is not in doubt. The health of its players, however, is getting more attention than ever. Back in 2011, when concussions were just beginning to become a topic of interest, b...

28 Jan 20203min

Chips, Netflix, and Betting on the NFL

Chips, Netflix, and Betting on the NFL

Intel reports surprising earnings and hits a 19-year high. Netflix rises on strong international growth. American Express and Atlassian hit all-time highs. And Procter & Gamble deals with sagging diap...

24 Jan 202041min

Jeff Bezos on Taking the Long View

Jeff Bezos on Taking the Long View

“One of the time-honored traditions of investors is to play the role of skeptic.” Even in October 2000, when his company’s stock had fallen 50% in less than a year, Amazon founder Jeff Bezos was able ...

21 Jan 20203min

Big Banks & Big Deals

Big Banks & Big Deals

Goldman Sachs, JP Morgan, and Morgan Stanley hit 52-week highs but Wells Fargo slips. The National Retail Federation reports healthy holiday spending but Target tumbles on disappointing sales numbers....

20 Jan 202042min

Toys, Candy, Alcohol, and CES 2020

Toys, Candy, Alcohol, and CES 2020

Costco reports some holiday cheer thanks to the strong trifecta of toys, candy, and alcohol. Bed Bath & Beyond sinks. Lennar raises the roof. And Grubhub delivers a denial. Motley Fool analysts Andy C...

10 Jan 202039min

21 Stocks for 2020

21 Stocks for 2020

Why should investors be watching 5G, banking, and small cap stocks in 2020? Why do ANSYS, Arista Networks, and CRISPR have big upside potential? Why should investors keep Grubhub, Harley-Davidson, and...

3 Jan 202040min

2019 in Review: Software, Entertainment, and Cheap Beer

2019 in Review: Software, Entertainment, and Cheap Beer

Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of...

27 Des 201939min

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