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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Real Estate Trends w/ Opportunity

Real Estate Trends w/ Opportunity

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt ...

21 Jan 202330min

Big Tech Layoffs, Signs of Housing Trouble

Big Tech Layoffs, Signs of Housing Trouble

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hasti...

20 Jan 202339min

China, India, and the Question of Population Growth

China, India, and the Question of Population Growth

Data this week suggest India is about to pass China as the world's most populous country.    (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why Ch...

19 Jan 202322min

Prices Falling, More Tech Layoffs

Prices Falling, More Tech Layoffs

As many expected, Microsoft announced the layoff of 5% of its employees.   (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's...

18 Jan 202323min

Goldman Sachs Drags Down the Dow

Goldman Sachs Drags Down the Dow

Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade.   (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investment...

17 Jan 202322min

Earnings Watch & Market Valuation w/ Liz Ann Sonders

Earnings Watch & Market Valuation w/ Liz Ann Sonders

"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this ...

15 Jan 202325min

Small Caps w/ Strong Brands

Small Caps w/ Strong Brands

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, join...

14 Jan 202326min

Dry January, Big Banks, and Trouble at Disney HQ

Dry January, Big Banks, and Trouble at Disney HQ

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. econo...

13 Jan 202339min

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