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(2095)

Paramount Has a Buyer

Paramount Has a Buyer

A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal. (00:21) Jason Moser and Ricky Mulvey discus...

9 Jul 202430min

Americans are Flying, Airline Stocks are Not

Americans are Flying, Airline Stocks are Not

(00:21) Asit Sharma and Dylan Lewis discuss: - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s...

8 Jul 202428min

Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck

Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck

What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caug...

7 Jul 202429min

How US Presidents Manage Money

How US Presidents Manage Money

Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is a...

6 Jul 202429min

2024: Top-Heavy, AI-Fueled, Supply-Constrained

2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discus...

5 Jul 202439min

What’s Upflation?

What’s Upflation?

I don’t know, what’s up with you? Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come t...

3 Jul 202419min

Chewy’s New Kitten

Chewy’s New Kitten

This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: C...

2 Jul 202417min

Canada's Market: Apathy Means Opportunity

Canada's Market: Apathy Means Opportunity

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.  (00:21) Jim Gillies and Dylan Lewis discuss: - How the TSX stacks up to the S&P ...

1 Jul 202419min

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