
Disney’s New Magic: Saving Money
Disney’s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves. (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers. Companies discussed: DIS, FLWS, NFLX, FUBO Claim your Epic Bundle discount: fool.com/epic198 Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Feb 202432min

No Artificial Sweetener for Uber
Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs? (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito. - Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business. (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors. Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Feb 202435min

See SPOT Run
Investors don’t want to wait for interest rate cuts. (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify’s strategy shift in podcasting. - The audio company’s operating loss and big free cash flow number. Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin. Tickers discussed: SPOT, NFLX, HODL Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Feb 202428min

Golden Arches Still Gleam
Is chicken the new beef? McDonald’s is innovating to please global palates. (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to drive menu changes. - Snap’s proclamation that social media is dead. (16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes. Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP Get your Monarch Money extended 30-day free trial: www.monarchmoney.com/fool Host: Deidre Woollard Guests: Patrick Badolato, Jason Moser, Ricky Mulvey Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Feb 202432min

Aswath Damodaran: Read Less. Think More.
Want to follow the great investors? Then good luck beating the market. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about: - Corporate lifecycles, and why investors should understand them. - The problem with trying to follow great investors. - The fall of research analysts, and the rise of passive investing. - An investing lesson from Charlie Munger. Companies mentioned: TSLA, META, BIRK, DIS, NOK Host: Bill Mann Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Feb 202440min

The War Below
Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work. Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about: Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals. Tensions of the clean energy transition. The “wacky journey” of a junior mining company. Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM Host: Deidre Woollard Guest: Ernest Scheyder Producer: Ricky Mulvey, Mary Long Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Feb 202425min

Big Tech: AI, Devices, and Dividends
A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry.. (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Feb 202440min

Powell’s No-Action Streak
Prospects for a rapid string of rate cuts may be fading. That’s actually good news. (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s path forward. - Ways streaks are valuable to businesses. (16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits. Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Bill Barker, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Feb 202430min






















