Finding Long-Term Winners in a Rough Market

Finding Long-Term Winners in a Rough Market

After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small revenue miss - The Trade Desk wrapping up a strong year (19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing. (33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy. Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY Host: Chris Hill Guests: Emily Flippen, Jason Moser, Rory Kennedy Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2130)

AI Capex Is Off the Charts: Who Stands to Lose?

AI Capex Is Off the Charts: Who Stands to Lose?

Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Bey...

9 Feb 26min

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ide...

8 Feb 24min

Take Control of Your Cash Flow, and Energy Stocks on Fire

Take Control of Your Cash Flow, and Energy Stocks on Fire

Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explai...

7 Feb 21min

Big Tech’s $650 Billion Bet on AI

Big Tech’s $650 Billion Bet on AI

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so ...

6 Feb 42min

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chines...

5 Feb 22min

Disney Has Its CEO

Disney Has Its CEO

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover C...

4 Feb 18min

When AI Starts Building the Game

When AI Starts Building the Game

Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined b...

3 Feb 20min

Biotech Beat NVIDIA in 2025. Can It Do It Again?

Biotech Beat NVIDIA in 2025. Can It Do It Again?

Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI ...

2 Feb 24min

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