Three Strikes
The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India. Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Sep 202329min
The Battle For Breakfast
Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market. (00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand. (13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future. Companies discussed: K, TKO, MNST, CELH Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Sep 202329min
Number Go Up
“I’d pull back the curtain and there was nothing there.” The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss: - Why investors are quick to throw belief out the window - What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon - Questions around stablecoins, and one company “quilted out of red flags” - What happens when you spend a book advance on a JPEG image Tickers discussed: USDT Host: Deidre Woollard Guest: Zeke Faux Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Sep 202328min
Back-to-School Stocks
Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss: Surprises from a survey revealing the brand preferences of college interns Why “experiential” spending could be the future, or failure, of one big-box sports retailer If chatbots killed the homework help business And six stocks that play to back-to-school trends Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG Host: Mary Long Guest: Deidre Woollard, Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Sep 202319min
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
