5 Stay-at-Home Stocks Revisited

5 Stay-at-Home Stocks Revisited

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2101)

The Small Cap Show

The Small Cap Show

With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap inve...

2 Mar 202426min

Tech in 2024: AI and Dividends

Tech in 2024: AI and Dividends

The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club. (00:21) Jason Moser and Matt Argersinger discuss:...

1 Mar 202440min

Platforms, Platforms, Platforms

Platforms, Platforms, Platforms

For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers. (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leaders...

29 Feb 202429min

Greed is Short

Greed is Short

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today. (00:21) Asit Sharma and Dylan Lewis discuss: - Apple’...

28 Feb 202429min

Earnings for Breakfast, Cereal for Dinner

Earnings for Breakfast, Cereal for Dinner

Zoom has a new growth story. Are investors buying it? (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom’s quarter, and if the company has a moat. - AutoZone’s international growth. - Wendy’s plan...

27 Feb 202433min

Berkshire After Charlie

Berkshire After Charlie

Warren Buffett’s annual letter points to a steady path ahead. (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn’t pay a dividend. - If utility businesses are in trouble....

26 Feb 202428min

Charles Duhigg on Supercommunicators

Charles Duhigg on Supercommunicators

What happens when a group of hedge fund managers share the last time they cried?  Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators:...

25 Feb 202429min

The Dawn of Spatial Computing

The Dawn of Spatial Computing

You’ve probably interacted with large language models. The next version might be large vision models. Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial...

24 Feb 202429min

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