One Deal Begins As Another Ends
(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades. Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Bill Raduchel Producers: Ricky Mulvey, Mary Long Engineers: Kyle Carruthers, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Dec 202332min
Marvel Cinematic Universe: Origins and Future
Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss: - Why making superhero movies wasn’t always an obvious decision. - The success, and future problems, created by “Iron Man.” - How the pandemic changed Marvel. Company discussed: DIS Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Dec 202338min
Live from Denver: The State of Tech Investing
The money ain’t flowing like it used to. What’s a tech investor to do? Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene, How money can ruin companies, And Tesla’s AI ambitions. Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Dec 202330min
2023 in Review: Nvidia, Interest Rates, Taylor Swift
We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year. (19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024. You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24 (33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr. Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Dec 202340min
Survivor Takeover!
“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss: Emily’s best-case scenario path to the Final Three, Conversations at camp (plus, whether she now believes that aliens built the pyramids), And what stocks she’d gift to the remaining castaways. Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Flippen Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Dec 202315min
Netflix Has Cash
If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL Hosts: Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Mark Kantrowitz Engineers: Tim Sparks, Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Dec 202328min
Would A Macy’s Buyout Be A Miracle On 34th Street?
Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores are going the way of the dodo. - What could change the regulatory climate for big deals. (17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate. Companies discussed: BOC, M, WMT, AMZN Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Dec 202330min
Checking Out Retail’s Year
The key word for retail in 2022 was inventory. This year, it’s shrink. Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss: - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024. Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA Host: Deidre Woollard Guest: Asit Sharma, Toby Bordelon Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Dec 202322min
