Barron's Top Stock Picks
There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Des 202230min
Aswath Damodaran on the Fed, Inflation, and Valuation
If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about: - Inflation’s new questions for investors - The most important investor you can learn from - Incentives, correlations, and costs in ESG scoring Stocks mentioned: MO, BLK If you're a member of any Motley Fool service you can access the full conversation here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/ Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Des 202227min
Same Data, Different Conclusions
Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Des 202229min
Best & Worst of 2022
Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Des 202239min
Are College Bowl Sponsorships Worth It?
With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Des 202225min
Tesla Shareholders Are Nervous (They Should Be)
Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Des 202219min
Inflation Cooling, SBF Arrested
November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Des 202227min
London Calling Microsoft
A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Des 202226min
