Acquisition Mindset

Acquisition Mindset

2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2119)

The Great Lag

The Great Lag

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action. Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard ...

15 Okt 202325min

Bill Mann “On The Market”

Bill Mann “On The Market”

The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going ...

14 Okt 202333min

Big Banks and Big Rates

Big Banks and Big Rates

The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.  (00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for bi...

13 Okt 202340min

Emergency Pizza, Stat!

Emergency Pizza, Stat!

It’s hard to bet against the enduring appeal of everyone’s favorite dinner. (00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importa...

12 Okt 202331min

Google, DOJ, and Default Inertia

Google, DOJ, and Default Inertia

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.  (00:21) Tim ...

11 Okt 202328min

Disney’s Activist Investor (Reprise)

Disney’s Activist Investor (Reprise)

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down fr...

10 Okt 202331min

Add To Cart

Add To Cart

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of th...

9 Okt 202329min

Walter Isaacson on Elon Musk

Walter Isaacson on Elon Musk

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?  Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The imp...

7 Okt 202349min

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