Palantir’s Valuation Question

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Feb 202532min

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Feb 202532min

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about: - How social engineering effects your life. - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences. Host: Dylan Lewis Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Feb 202536min

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies. (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective. Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/ (31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Feb 202541min

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing. Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors. Companies discussed: TOST, MSFT, RBLX, META, SNAP Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Feb 202531min

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Feb 202533min

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Feb 202531min

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about: - Pitching investors to back shows even when 80% of projects don’t recoup their initial investment. - Working on original projects versus those based on existing stories. - The formula for commercially successful musicals. Companies discussed: DIS Host: Mary Long Guest: Jill Furman Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Feb 202528min