Defensive Stocks FTW

Defensive Stocks FTW

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2107)

Back-to-School Stocks

Back-to-School Stocks

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mu...

16 Sep 202319min

A 1700s Cobbler Is Going Public

A 1700s Cobbler Is Going Public

We break down two IPOs on today’s show, one for your phone and one for your toes.  (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of ...

15 Sep 202341min

Deadline In Detroit

Deadline In Detroit

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the Unit...

14 Sep 202327min

Apple's Compounding iPhone Iteration

Apple's Compounding iPhone Iteration

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.  (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update an...

13 Sep 202331min

Why IPO?

Why IPO?

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How in...

12 Sep 202331min

Twinkies Find A New Home

Twinkies Find A New Home

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instac...

11 Sep 202328min

The Four Pillars of Investing with William Bernstein

The Four Pillars of Investing with William Bernstein

“The essence of investing is not maximizing returns, but rather maximizing odds of success.”  William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars ...

10 Sep 202331min

Expectations Investing Part 2: General Motors to Nvidia

Expectations Investing Part 2: General Motors to Nvidia

What does an investor have to believe for today’s share price to make sense?  Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four com...

9 Sep 202332min

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