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(2134)

The Best Investment in 2025 (So Far...) Isn’t What You Think

The Best Investment in 2025 (So Far...) Isn’t What You Think

We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earning...

4 Sep 202520min

OpenAI Helps Google Win in Court

OpenAI Helps Google Win in Court

Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy ...

3 Sep 202521min

Buy High, Buy Higher

Buy High, Buy Higher

It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity ...

2 Sep 202522min

Interview with Charlie Wheelan: Naked Economics

Interview with Charlie Wheelan: Naked Economics

Charlie Wheelan has spent his career making complex ideas understandable and accessible. He’s the faculty director for the Dartmouth Tuck Center for Business, Government & Society, and the best-sellin...

31 Aug 202520min

The Father of the 4% Rule Says Retirees Can Withdraw Much More

The Father of the 4% Rule Says Retirees Can Withdraw Much More

William Bengen established 4% as the initial safe withdrawal rate in retirement more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is th...

30 Aug 202522min

The Trillion Dollar AI Question

The Trillion Dollar AI Question

AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis H...

29 Aug 202541min

Nano Banana Steals the Spotlight From NVIDIA

Nano Banana Steals the Spotlight From NVIDIA

Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIA’s earnings- Nano Banana from Goo...

28 Aug 202523min

Apple’s Elon Problem & AI Future

Apple’s Elon Problem & AI Future

Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in...

27 Aug 202521min

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