More Dealmaking On The Way?

More Dealmaking On The Way?

It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia - VMWare shares popping 20% on reports it will be acquired by Broadcom - The chances more companies with deep pockets will start buying companies at lower valuations (13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads. Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2113)

Smart Money ≠ High Returns

Smart Money ≠ High Returns

A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results....

5 Nov 202429min

Breaking Down Berkshire Earnings

Breaking Down Berkshire Earnings

There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ide...

4 Nov 202426min

Sweetgreen Cofounder on Infinite Kitchens and Food Innovation

Sweetgreen Cofounder on Infinite Kitchens and Food Innovation

Some companies drop new products. sweetgreen drops new vegetables.  Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locat...

3 Nov 202429min

Stocks To Buy No Matter Who Is President

Stocks To Buy No Matter Who Is President

When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.  Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about: What to do whe...

2 Nov 202424min

Big Tech's AI Spending Spree

Big Tech's AI Spending Spree

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways ...

1 Nov 202440min

The Overlooked, Obscure, and... Undervalued?

The Overlooked, Obscure, and... Undervalued?

If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departur...

31 Okt 202424min

A Golf Clap for Google

A Golf Clap for Google

The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position with...

30 Okt 202431min

PayPal Looks Beyond Payments

PayPal Looks Beyond Payments

It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’...

29 Okt 202431min

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