How Do You Value Alphabet?

How Do You Value Alphabet?

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t going anywhere. - YouTube’s secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news. Companies mentioned: GOOG, NFLX, PLTR Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Malcolm Gladwell, Social Engineering and The Magic Third

Malcolm Gladwell, Social Engineering and The Magic Third

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders,...

22 Feb 202536min

Walmart, Etsy Face Tighter Wallets

Walmart, Etsy Face Tighter Wallets

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs...

21 Feb 202541min

What’s Cooking at Toast

What’s Cooking at Toast

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum...

20 Feb 202531min

The Infrastructure Behind the AI Revolution

The Infrastructure Behind the AI Revolution

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Me...

19 Feb 202533min

Apple's Next iPhone and Robotics Future

Apple's Next iPhone and Robotics Future

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - App...

18 Feb 202531min

The Business of Broadway

The Business of Broadway

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’...

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Valentines Day: Love, Money, and Stocks

Valentines Day: Love, Money, and Stocks

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come. (00:21) ...

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Cyclical Stocks Cycle

Cyclical Stocks Cycle

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expect...

13 Feb 202528min

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