The $1 Trillion Ad Opportunity

The $1 Trillion Ad Opportunity

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2117)

2024 in Review: Financials

2024 in Review: Financials

It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.  Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the...

14 Des 202423min

The Year of Concentration, Crypto, China

The Year of Concentration, Crypto, China

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good ye...

13 Des 202439min

Google’s Quantum Chip

Google’s Quantum Chip

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around. (00:14) Nick Sciple and Ricky Mu...

12 Des 202432min

Amazon Enters a New Lane

Amazon Enters a New Lane

As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise a...

11 Des 202430min

What Do Investors Underrate?

What Do Investors Underrate?

Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a ...

10 Des 202429min

Introducing the Dividend Seven

Introducing the Dividend Seven

Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:  - How a company enters into the Dividend Seven. - If Home Depot can still be a growth stock. - The metri...

8 Des 202432min

2024 in Review: Energy

2024 in Review: Energy

It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.  Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest e...

7 Des 202431min

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