The $1 Trillion Ad Opportunity

The $1 Trillion Ad Opportunity

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Nvidia’s Big Number

Nvidia’s Big Number

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Mark...

29 Maj 202521min

Security, Sports, and Skiing

Security, Sports, and Skiing

Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reaction. Dick's Sporting Goods brings the goods, t...

28 Maj 202518min

Salesforce Fuels AI Engine

Salesforce Fuels AI Engine

Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the box office. - Salesforce’s announced acquisition of...

27 Maj 202528min

David Gardner, What Rule Breakers Value

David Gardner, What Rule Breakers Value

If you want to own best-in-class companies, you need to own stocks with a high sticker price. Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation abou...

24 Maj 202533min

Stock of the Summer and Unsung CEOs

Stock of the Summer and Unsung CEOs

Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. (0:21): Jason Moser and Bill Mann discuss: - What Jony Ive...

23 Maj 202542min

Nike’s Turnaround Story

Nike’s Turnaround Story

Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamentals and risks of investing in turnaround stories. ...

22 Maj 202529min

Two Paths for Target

Two Paths for Target

In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar...

21 Maj 202528min

Elon Hangs On

Elon Hangs On

Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singular leader. - Earnings results from Home Depot. -...

20 Maj 202530min

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