"This is the most important company on planet Earth."
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar. Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider. Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE Host: Chris Hill Guests: John Rotonti, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Jan 202225min
Inflation, Pizza Excellence, and an Overlooked IPO
Inflation's record rise (highest in 40 years!) gets a shrug from investors. Chinese ride-hailing company Didi Global gets ready to be listed in Hong Kong. Bill Mann analyzes those stories and discusses the technological excellence of Domino's Pizza's business and the potential for its stock. Later in the show Dylan Lewis and Brian Feroldi take a closer look at Semrush Holdings, a search company that went public in March 2021. Stocks: DIDI, JD, DPZ, CMG, SBUX, SEMR Host: Chris Hill Guests: Bill Mann, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Jan 202226min
Intel's Smart Hire, Importance of Earnings Guidance, and 5 Tips for Increasing Your Wealth
Intel hires away Micron Technology's CFO as it preps to raise capital this year. Rivian Automotive's COO retires. Tim Beyers analyzes those stories, the latest on Juniper Networks, and shares why Netflix's management team is the best at offering guidance on their business results. Later in the show Alison Southwick and Robert Brokamp share five things you can do in five minutes to be richer in five years (or less). Plus, Bro proposes a new holiday for late February! Stocks: INTC, MU, RIVN, JNPR, CSCO, ANET, NFLX Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Jan 202227min
Grand Theft Auto Comes to Farmville, The Hidden Costs of Trading
Take-Two Interactive is buying Zynga in a cash-and-stock deal worth $12.7 billion. Shares of Lululemon fall as the retailer lowers expectations for its next quarterly report. Asit Sharma analyzes those stories, the latest innovation from Deere & Co., and why he's focusing on both capital-light and capital heavy businesses this upcoming earnings season. Later in the show Ricky Mulvey talks with Maria Gallagher about how trading costs can still affect investors in a world where the cost of executing a trade is $0. Stocks: TTWO, ZNGA, LULU, NKE, DE, UNF, HD, HOOD, AMTD, SCHW Host: Chris Hill Guests: Asit Sharma, Maria Gallagher Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Jan 202230min
Behind the Scenes at CNBC with Becky Quick
Having her family move around to different states wasn't fun for Becky Quick when she was a kid, but it made transitions later in life less frightening. She shares how she started working at her college newspaper before she even started classes, helped launch The Wall Street Journal's first website, and was initially reluctant to move to CNBC. Becky also discusses: - Early (and humorous) struggles in the transition from print journalism to TV - The importance of having fun on the set - Her unexpected introduction to Warren Buffett - Why she loves the business world You can (and should) follow her on Twitter @BeckyQuick. Host: Chris Hill Guest: Becky Quick Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Jan 202230min
Why and How to Invest, with Tom and David Gardner
There's no substitute for being invested with skin in the game in the world at large. In this weekend conversation, Co-founders of The Motley Fool Tom and David Gardner explain why. In this discussion the Gardners cover: - How investing fits into the pursuit of becoming smarter, happier, richer - The importance of being a lifelong learner and investor - Using index funds and how to approach buying individual stocks - Two core Motley Fool approaches -- Rule Breaker and Everlasting investing philosophies - Setting the right expectations for returns - Mastering the mindset of investing and managing volatility If you aren't already a listener, check out David Gardner's Rule Breaker Investing podcast at RBI.Fool.com And you can follow Tom and David on Twitter @TomGardnerFool and @davidgfool. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Jan 202234min
NY Times Buying The Athletic, Big Beverage Partnership, and Potential IPOs
The New York Times is reportedly buying The Athletic for $550 million. Rivian Automotive shares fall in the wake of Amazon's new partnership with automaker Stellantis. Bill Mann analyzes those stories, shares what he considers to be the most interesting businesses to watch in the EV industry, and discusses the potential for Constellation Brands' new partnership with Coca-Cola for Fresca Mixed Cocktails. Later in the show Dylan Lewis and Motley Fool contributor Brian Feroldi take a closer look at three private companies expected to go public this year: Instacart, Reddit, and Stripe. Stocks: NYT, RIVN, AMZN, STLA, TM, VWAGY, STZ, KO Host: Chris Hill Guests: Bill Mann, Dylan Lewis, Brian Feroldi Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Jan 202229min
The Future of Food, EVs in the Spotlight, and 3 Trends To Watch in 2022
KFC launches a Beyond Meat version of its fried chicken in 4,000 restaurants across America. Nikola shares rise on an announced deal to sell 10 trucks (with the possibility of 90 more) to a logistics business. Emily Flippen analyzes those stories, and weighs in on Sony rolling out an electric SUV as it aspires to becoming an automaker. Then Jason Moser discusses three trends for investors to watch this year: - How Shopify, Etsy, Wayfair, and Lowe’s are approaching their own investments in “the last mile” - Semiconductors being at the center of global supply chain issues and how businesses like AMD and Marvell Technology are reacting - Tech behemoths like Apple, Alphabet, and Meta Platforms are preparing for the metaverse, but so are smaller companies like Unity Software Stocks: BYND, YUM, NKLA, TSLA, SNE, AAPL, SHOP, ETSY, W, LOW, AMD, MRVL, META, GOOG, GOOGL, U For more information on investing in semiconductor stocks: https://www.fool.com/investing/stock-market/market-sectors/information-technology/semiconductor-stocks/ Host: Chris Hill Guests: Emily Flippen, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Jan 202226min
