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(2118)

The Ups And Ups Of The Stock Market

The Ups And Ups Of The Stock Market

What’s behind this latest rally? (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy...

22 Jan 202431min

Pixar Co-Founder on AI and Storytelling

Pixar Co-Founder on AI and Storytelling

Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.  Ricky Mulvey caught u...

21 Jan 202430min

JP Morgan Healthcare Conference Highlights

JP Morgan Healthcare Conference Highlights

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogen’s n...

20 Jan 202426min

The Cointucky Derby

The Cointucky Derby

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. (00:21) Jason Moser and Matt Argersinger discuss: - W...

19 Jan 202440min

Banking On The Home Court Advantage

Banking On The Home Court Advantage

Regional banks are facing strong competition in the battle for your dollars. (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks...

18 Jan 202430min

di-Spirit Airlines and Uber’s Schnapsidee

di-Spirit Airlines and Uber’s Schnapsidee

The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue’s $3.8B acquisition of Spirit Airlines...

17 Jan 202423min

“Focus on the Fastball”

“Focus on the Fastball”

Earnings season begins again and the big banks lead the way. (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlight...

16 Jan 202428min

Wharton Professor on Risk and Returns

Wharton Professor on Risk and Returns

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods ...

14 Jan 202442min

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