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 Tastes That Change and Stay the Same

The Tastes That Change and Stay the Same

It’s our annual best-of interview show! (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. ...

22 Dec 202340min

CLEAR Looks Beyond Travel

CLEAR Looks Beyond Travel

It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport. (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Pa...

21 Dec 202333min

Apple Watch’s Clock is Ticking

Apple Watch’s Clock is Ticking

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in. (00:21) Tim Beyers and Dylan Lewis discuss: - Why you m...

20 Dec 202327min

100% Stocks for Retirement?

100% Stocks for Retirement?

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and ...

19 Dec 202331min

One Deal Begins As Another Ends

One Deal Begins As Another Ends

(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidr...

18 Dec 202332min

Marvel Cinematic Universe: Origins and Future

Marvel Cinematic Universe: Origins and Future

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Mar...

17 Dec 202338min

Live from Denver: The State of Tech Investing

Live from Denver: The State of Tech Investing

The money ain’t flowing like it used to. What’s a tech investor to do?  Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up w...

16 Dec 202330min

2023 in Review: Nvidia, Interest Rates, Taylor Swift

2023 in Review: Nvidia, Interest Rates, Taylor Swift

We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for inves...

15 Dec 202340min

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