Fortnite vs. Apple and the Future of Malls

Fortnite vs. Apple and the Future of Malls

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin’, and Hershey’s get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer discusses investing during the pandemic, why digital payment companies are creating structural changes, and how his thinking on Berkshire-Hathaway has evolved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Celsius Pays for Growth

Celsius Pays for Growth

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - ...

25 Feb 202532min

Warren Buffett’s State of the Market

Warren Buffett’s State of the Market

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual lette...

24 Feb 202532min

Malcolm Gladwell, Social Engineering and The Magic Third

Malcolm Gladwell, Social Engineering and The Magic Third

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders,...

22 Feb 202536min

Walmart, Etsy Face Tighter Wallets

Walmart, Etsy Face Tighter Wallets

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs...

21 Feb 202541min

What’s Cooking at Toast

What’s Cooking at Toast

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum...

20 Feb 202531min

The Infrastructure Behind the AI Revolution

The Infrastructure Behind the AI Revolution

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Me...

19 Feb 202533min

Apple's Next iPhone and Robotics Future

Apple's Next iPhone and Robotics Future

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - App...

18 Feb 202531min

The Business of Broadway

The Business of Broadway

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’...

15 Feb 202528min

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