The Future of Google Search

For anyone besides Netflix? First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise. Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024. Tickers discussed: DIS, AXON, NFLX, GLD Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Mai 202433min

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.   (00:13) Jim Gillies and Dylan Lewis discuss: - Berkshire’s past and future succession-- planning. - What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.  - Why investors shouldn’t be looking at Berkshire on strictly a total-return basis. Companies discussed: BRK.A, BRK.B, AAPL  Monarch Money free trial offer: www.monarchmoney.com/fool Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Mai 202423min

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler. They also discuss how these breaches work, and what you can do to protect yourself and your family. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows  To become a Motley Fool member, head to www.fool.com/signup Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Mai 202436min

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling. (00:21) Ron Gross and Jason Moser discuss: - Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth. - CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual. - The different fates in fast food for Starbucks, Domino’s, and McDonald’s. (19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike. Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Mai 202440min

We’re talking big moves and Big Oil as earnings season continues. At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits. At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing. Companies discussed: PTON, SHEL, XOM, COP Host: Deidre Woollard Guests: Jason Hall, Tom Chivers Producer: Ricky Mulvey, Chace Przylepa Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Mai 202428min

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.  (00:21) Asit Sharma and Dylan Lewis discuss: - In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? - Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures. (14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s Companies discussed: SBUX, AMZN, MCD Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Henkes Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Mai 202427min

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots. (00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. (16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting. Companies discussed: PYPL, INTU, ZM, KNSL Host: Ricky Muvley Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Apr 202432min

Ahead of earnings at Paramount, potential deals and rumors are flying. At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi. At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future. Companies discussed: SOFI, INVH, DPZ, PARA Host: Deidre Woollard Guests: Jason Moser, Dallas Tanner Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Apr 202432min