Fortnite vs. Apple and the Future of Malls

Fortnite vs. Apple and the Future of Malls

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2103)

What Makes a Good 401(k)?

What Makes a Good 401(k)?

When interest rates rise, investors are supposed to move to safer assets. (00:14) Jim Gillies and Ricky Mulvey discuss:   - Medpace shares hitting an all time high.  - If investors should prepare fo...

25 Jul 202329min

Box Office Is Back, For Now

Box Office Is Back, For Now

A good weekend at the box office doesn’t mean movie theaters are out of the woods yet (00:15) Jason Moser and Deidre Woollard discuss: - Why partnerships may be the future for ESPN. - How a decisio...

24 Jul 202328min

“The Ride of a Lifetime” Book Club

“The Ride of a Lifetime” Book Club

Before Bob Iger was the Disney CEO, he was the Disney CEO. For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of...

24 Jul 202327min

Mattel’s Filmmaking Strategy

Mattel’s Filmmaking Strategy

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.  Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie...

22 Jul 202321min

Netflix and Tesla Play With Pricing

Netflix and Tesla Play With Pricing

International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported. (00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing...

21 Jul 202339min

Cashing In On Chips

Cashing In On Chips

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss: The challenges with standing up semiconduc...

20 Jul 202328min

Carvana’s Bet on Debt Restructuring

Carvana’s Bet on Debt Restructuring

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.  (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the c...

19 Jul 202327min

Schwab Is Not SVB

Schwab Is Not SVB

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Shar...

18 Jul 202326min

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