While Wall St. Was Sleeping...
The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products) (13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445 Stocks discussed: AMZN, UPST, SQ Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Apr 202227min
How to Value a Company with the Discounted Cash Flow Model
Grab your notebook and get ready to dive deep. Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. Rotonti discusses: - How to pick a discount rate for investments. - The key difference between fair and intrinsic value. - How to project free cash flows. Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ Stocks discussed: IBM, NEE, PEP Host: John Rotonti Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Apr 202244min
12 Spring Cleaning Stocks
Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips! (19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445. Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Apr 202239min
“Can we pour one out for the lawyers?”
Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down: - The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now. (14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”. Stocks: TWTR, TSLA, GS, NVDA, CRWD Host: Dylan Lewis Guests: Bill Mann, Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Apr 202224min
Are psychedelics investable?
Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart. - A rebound for Delta Airlines. Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend. Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool Host: Deidre Woollard Guests: Jason Moser, Emily Flippen, Meilin Quinn Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Apr 202225min
Inflation Runs Hot
Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market. (0:17) Yasser El-Shimy joins Asit Sharma to discuss: - Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen. When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.” Got a question about stocks? Call our voicemail: 703-254-1445 Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN Host: Asit Sharma Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Apr 202231min
Musk being Musky
Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board. - Warner Bros. Discovery’s first day as a publicly traded company. - A potential seller’s strike at Etsy. (20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other. Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG Host: Deidre Woollard Guests: Tim Beyers, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Apr 202230min
Investing Lessons from The Bond King
Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses: - How Gross traded bonds to beat the market for decades - Why PIMCO may have “started the party” that led to the Great Recession - Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house Bonus resource! How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/ Host: Ricky Mulvey Guest: Mary Childs Engineer: Steve Broido, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Apr 202233min
