Right Trend, Wrong Stock

Right Trend, Wrong Stock

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.” Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2155)

Bill Ackman Says Stocks Are “Stupidly Cheap”

Bill Ackman Says Stocks Are “Stupidly Cheap”

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from...

30 Mar 22min

A Century of Plenty: The $700 Billion AI Supercycle

A Century of Plenty: The $700 Billion AI Supercycle

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A ...

29 Mar 28min

Find the Right Financial Planner for You

Find the Right Financial Planner for You

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner...

28 Mar 22min

How We Invest In a Falling Market

How We Invest In a Falling Market

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets...

27 Mar 42min

A New Trend in AI is Emerging: Efficiency

A New Trend in AI is Emerging: Efficiency

The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. ...

26 Mar 22min

Sora Is No Mora

Sora Is No Mora

OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate ...

25 Mar 22min

The Autonomy Economy is Accelerating

The Autonomy Economy is Accelerating

Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how aut...

24 Mar 25min

The Newest Big Idea from Elon Musk: Terafab

The Newest Big Idea from Elon Musk: Terafab

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warre...

23 Mar 20min

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