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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Fisker: No Gas, All Brakes

Fisker: No Gas, All Brakes

Sometimes, a billion bucks just isn’t enough to kickstart the engine. (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet. Then, at (17:22), Ailson...

18 Juni 202430min

Activists at Autodesk’s Door

Activists at Autodesk’s Door

Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.  (00:21) Tim Beyers ...

17 Juni 202429min

Meet the Fool: Jason Moser

Meet the Fool: Jason Moser

Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.  Jason Moser is a Senior Analyst at The Motley Foo...

16 Juni 202420min

Meet the Fool: Asit Sharma

Meet the Fool: Asit Sharma

How do you go from writing poetry to reading 10Ks for a living?  Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long abo...

15 Juni 202419min

Apple Shows Intelligence, Fed Signals Caution

Apple Shows Intelligence, Fed Signals Caution

Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 . (00:21) Ja...

14 Juni 202440min

Oracle and the AI Boom

Oracle and the AI Boom

Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (...

13 Juni 202430min

How to Greet the Next Bear Market

How to Greet the Next Bear Market

If everyone else is buying, should you be too? (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by. Then, at (16:10) Alex ...

12 Juni 202425min

What Apple Didn’t Say

What Apple Didn’t Say

It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant...

11 Juni 202430min

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