Au revoir, Warren….

Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom. (19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023. (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan. Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mar 202440min

Big pockets have weighed in at New York Community Bank, can they turn the ship around? (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Abercrombie & Fitch’s incredible rise. - American Eagle’s tough bet on logistics. (18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects. Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN Host: Deidre Woollard Guests: Mary Long, Matt Frankel, Bill Barker Producer: Dylan Lewis Engineers: Rick Engdahl, Dan Boyd Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL It’s risk- free with Nord’s 30-day money back guarantee! Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Mar 202431min

Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.  (00:21) Asit Sharma and Dylan Lewis discuss: - Target finally finding its footing, and how the company is turning to loyalty programs for more growth. - Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down. - Bitcoin’s spot-ETF fueled rise to all-time highs. (16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel. Companies discussed: TGT, CRWD, BTC, JOBY, ACHR Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Mar 202434min

We try to separate the falling knives from the buying opportunities. (00:21) Jim Gillies and Dylan Lewis discuss: - NYCB’s credit downgrade, material weaknesses, and current struggles. - Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play. - Why Jim likes the prospects for beat-up fintech company PROG holdings. (14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane. Companies discussed: NYCB, SFIX, PROG Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Mar 202425min

The European Commission is the latest to take aim at Apple’s app store. (xx:xx) Jason Moser and Deidre Woollard discuss: - Why Spotify and Apple are engaging in a new music streaming battle. - If Spirit Airlines will seek another buyer. - Why the latest go-private offer may be good news for Macy’s shareholders. (18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks. Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Mar 202430min

When a stock goes parabolic, there’s more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss: - Super Micro’s real business. - The original bull thesis for the data center service company. - Super Micro’s relationship with Nvidia. - What’s behind the stock’s recent performance. Stocks discussed: SMCI, NVDA, DELL, HPQ Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Mar 202426min

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 investing. They check in on a handful of different small caps and discuss: If the disappearance of “the small-cap premium” is a win for investors.   How to navigate environments with limited feedback. The value (or lack thereof) of book value.  Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Mar 202426min

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: - Elon Musk’s lawsuit against OpenAI and Sam Altman -.Apple putting an end to Project Titan and its automotive ambitions. - Earnings updates from Axon and Okta, and a new dividend from Salesforce. (19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade. (33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay. Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Mar 202440min