A 1700s Cobbler Is Going Public
We break down two IPOs on today’s show, one for your phone and one for your toes. (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of Apple’s latest iPhone release. - The scoop on two new IPOs – Arm Holdings and Birkenstock. (19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend. (31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab. Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ben Mezrich Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Sep 202341min
Deadline In Detroit
It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto shows. - If vehicles will just keep getting bigger. (17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again. Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Sep 202327min
Apple's Compounding iPhone Iteration
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update and the details on the iPhone 15 and 15 Plus. - How the company is using phones to feed content for its future Vision Pro headsets. - Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. (19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes. Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bill Mann Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Sep 202331min
Why IPO?
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus. (15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation. Companies discussed: CHTR, DIS, ARM Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Sep 202331min
Twinkies Find A New Home
The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen. (16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand. Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Sep 202328min
The Four Pillars of Investing with William Bernstein
“The essence of investing is not maximizing returns, but rather maximizing odds of success.” William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss: - Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Sep 202331min
Expectations Investing Part 2: General Motors to Nvidia
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss: - Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Sep 202332min
Disney’s Lost Decade and Next Act
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Sep 202339min
