All About the Ads
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens. Companies discussed: TTD, DIS, NFLX, PENN Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Aug 202334min
Follow the Cash: Celsius, Chegg, Nelnet
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand. (00:21) Jim Gillies and Dylan Lewis discuss: - Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off. Companies discussed: CHGG, NNI, CELH Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Aug 202324min
Eli Lilly's Optimism
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp) Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office. Companies discussed: TSLA, LLA, NVO, QSR, ZM Host: Ricky Mulvey Guest: Bill Barker Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Aug 202320min
Berkshire Is Back
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Aug 202317min
Fast Food Innovation
Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales? Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss: - What it takes to bring a new fast food product to market - How social media changed the restaurant industry - The challenge of automating a kitchen Companies discussed: YUM, MCD, PEP, WEN, CMG, SG Host: Mary Long Guest: David Henkes Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Aug 202320min
How to Beat the Market
Everybody wants to beat the market. But how does one actually … beat the market? Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss: Distinguishing between luck and skill when evaluating high-profile investors The power of being a smart contrarian And which traits make for a truly successful market-beating strategy Host: Ricky Mulvey Guest: Anand Chokkavelu Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Aug 202325min
U.S. Hits AA+ and the iPhone Slumps
Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices. (00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and why it shouldn’t worry investors. - How slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon. - Surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO. (19:05) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon.. (32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical. Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Rick Munarriz Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Aug 202339min
An E-Commerce Trifecta
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America. (22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night. Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Aug 202336min
