Your “Portfolio Wrapped”

Your “Portfolio Wrapped”

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release. (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop. Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Another Day, Another Massive AI Infrastructure Deal

Another Day, Another Massive AI Infrastructure Deal

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spendin...

16 Mars 21min

David Pogue on Apple’s Suprising Past and AI Future

David Pogue on Apple’s Suprising Past and AI Future

What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, App...

15 Mars 25min

Make Your Money Last Forever, and the E-Shaped Economy

Make Your Money Last Forever, and the E-Shaped Economy

A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die...

14 Mars 19min

Is Stagflation Creeping Into the Picture?

Is Stagflation Creeping Into the Picture?

GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and j...

13 Mars 42min

Atlassian’s Layoffs are AI-Inspired

Atlassian’s Layoffs are AI-Inspired

Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that...

12 Mars 26min

Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and...

11 Mars 19min

Exciting (But Crowded) Opportunities

Exciting (But Crowded) Opportunities

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space invest...

10 Mars 24min

Surging Oil Prices Spark Market Jitters

Surging Oil Prices Spark Market Jitters

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team ...

9 Mars 20min

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