Mall Retailers are Alive and Well

Mall Retailers are Alive and Well

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon. (19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop. (35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group. Stocks discussed: PYPL, SPG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2297)

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

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In Retirement, More Spending Leads to Higher Taxes

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The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits...

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Shopify Shines and Uber Declines

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5 Aug 19min

Palantir Makes its Case Against Frontier AI

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Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and ...

4 Aug 22min

Are Mega-Mergers Back?

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3 Aug 18min

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

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Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Aug 25min

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