Motley Fool Money: 04.19.2013

You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about: - How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstand about Winmark Company discussed: WINA Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Jul 202331min

Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:  - Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Jul 202324min

Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us.  (00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year.  (19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts. (32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf. Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Jul 202339min

The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie? (00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet. (21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing. Companies discussed:  GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Jul 202330min

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. (00:21) Asit Sharma and Dylan Lewis discuss: - Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads. (16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Jul 202328min

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.   Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind!   Note, this episode is a re-air of a conversation originally recorded in July, 2022.  Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Jul 202318min

Before the mega-cap tech giants, there was General Electric.  William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:  - Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth.  -General Electric’s “time of death”.  - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”  Host: Ricky Mulvey Guest: William D. Cohan  Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks Companies discussed: GE, DIS, WBD, CMCSA  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Jul 202329min

2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China. (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. (32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Jun 202339min