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(2116)

Amazon Joins the $2 Trillion Club

Amazon Joins the $2 Trillion Club

Welcome to the stock market in 2024. When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the sto...

27 Jun 202431min

FedEx Paints a Macro Picture

FedEx Paints a Macro Picture

2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again. (00:21) Asit Sharma and Dylan Lewis discuss: - Ri...

26 Jun 202431min

Starbucks Sells Energy Drinks Now

Starbucks Sells Energy Drinks Now

The coffee giant is making a play into a fast growing market. (00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Crui...

25 Jun 202429min

Customers for Life?

Customers for Life?

ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have ...

24 Jun 202426min

Meet the Fool: Ron Gross

Meet the Fool: Ron Gross

Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career. Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest ...

23 Jun 202422min

AI’s ROI

AI’s ROI

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. ...

22 Jun 202431min

Millions, Billions, Trillions for Nvidia

Millions, Billions, Trillions for Nvidia

Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - ...

21 Jun 202440min

Our Listeners Can Fix Cracker Barrel

Our Listeners Can Fix Cracker Barrel

Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic. (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review t...

20 Jun 202429min

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