1 Business, SO MANY Opinions!

1 Business, SO MANY Opinions!

(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO (13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business. Stocks discussed: DIS, CHWY, PTON, APRN, BIRD Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2099)

Investing When You’re Down

Investing When You’re Down

Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunisti...

5 Feb 202232min

“This is why we invest the way we do.”

“This is why we invest the way we do.”

The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult b...

4 Feb 202239min

2 Companies Testing Investors' Patience

2 Companies Testing Investors' Patience

This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms...

3 Feb 202233min

Investing in Great Leadership

Investing in Great Leadership

Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all...

2 Feb 202229min

Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview

Bellwether Stocks, Managing Your Investment Risk, Alphabet Preview

UPS is the largest delivery company in the world. It's also frequently mentioned as a "bellwether stock". Bill Mann analyzes the recent strength in their business, why he thinks it's already priced in...

1 Feb 202227min

Understanding Subscription Businesses, Value Investing's Bad Rap

Understanding Subscription Businesses, Value Investing's Bad Rap

There are a lot of reasons we love to invest in subscription businesses and high on that list is the recurring revenue model. The Wall Street Journal reports that streaming-video services are losing h...

31 Jan 202226min

The Power of Regret, with Dan Pink

The Power of Regret, with Dan Pink

"No Regrets" is a popular tattoo but a bad mindset. In his new book “The Power of Regret: How Looking Backward Moves Us Forward", best-selling author Dan Pink shares how we can apply the feeling of re...

30 Jan 202230min

Understanding Your Investing Behavior, with Tom Gardner and Morgan Housel

Understanding Your Investing Behavior, with Tom Gardner and Morgan Housel

Most investors are not as smart as they thought they were a year ago. Fortunately, they're also not as dumb as they feel today. Morgan Housel, author of the international best-selling book “The Psycho...

29 Jan 202235min

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