Acquisition Mindset

Acquisition Mindset

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2126)

Horror Movie-nomics

Horror Movie-nomics

Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches ...

13 Okt 202222min

Defensive Stocks FTW

Defensive Stocks FTW

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are ...

12 Okt 202222min

E-Commerce Overreached. Now What?

E-Commerce Overreached. Now What?

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway. (0:21) Bill Mann  discusses: - Why the investments Amazon and Shop...

11 Okt 202225min

Calm Before The Storm

Calm Before The Storm

It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being...

10 Okt 202224min

Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT

Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT

You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis RE...

9 Okt 202228min

Semiconductors 101

Semiconductors 101

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rot...

8 Okt 202224min

More Rate Hikes Coming

More Rate Hikes Coming

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD war...

7 Okt 202239min

Bull vs. Bear: Boston Beer Co.

Bull vs. Bear: Boston Beer Co.

Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - D...

6 Okt 202215min

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