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

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Salesforce Increases Its Focus (and Buybacks)

Salesforce Increases Its Focus (and Buybacks)

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition  - The doubling of the...

2 Mars 202326min

4 Stocks We Just Bought

4 Stocks We Just Bought

Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that ...

1 Mars 202321min

Target's Improving Inventory

Target's Improving Inventory

After a particularly rough 2022, Target is getting back to basics.  (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger co...

28 Feb 202321min

Buffett Brings The Heat

Buffett Brings The Heat

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. (0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Be...

27 Feb 202328min

The Resilience of Black Wall Street

The Resilience of Black Wall Street

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned...

26 Feb 202317min

Value Hunting

Value Hunting

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss:...

25 Feb 202326min

Surprising Earnings, Conservative Management

Surprising Earnings, Conservative Management

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.  (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in th...

24 Feb 202339min

Etsy's "Jedi Mind Trick"

Etsy's "Jedi Mind Trick"

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth...

23 Feb 202329min

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