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)

South Korea vs. Naked Short Sellers

South Korea vs. Naked Short Sellers

To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss: South Korea banning borrowing shares to address issues with illegal...

8 Nov 202325min

WeWork Goes Bankrupt

WeWork Goes Bankrupt

The fond expectancy of venture capital has turned into the hard facts of private equity.  (00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bank...

7 Nov 202326min

What Will Make Buffett Spend?

What Will Make Buffett Spend?

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile...

6 Nov 202337min

Morgan Housel and History’s Unending Loop

Morgan Housel and History’s Unending Loop

What does it mean if history is just the same movie, playing over and over?  Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up w...

5 Nov 202338min

Fool School: Finding Value Drivers

Fool School: Finding Value Drivers

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?  Patrick Badolato is an Associate Professor of Instruction at ...

4 Nov 202334min

Firing on All Cylinders Indeed

Firing on All Cylinders Indeed

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing. (00:19) Ron Gross and Matt Argersinger discuss: Why in...

3 Nov 202340min

Is Toast toast?

Is Toast toast?

PayPal’s new CEO debuted with some heat.  (00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quart...

2 Nov 202326min

WeWork and Reworking Real Estate

WeWork and Reworking Real Estate

Housing is expensive, rates are high, but the cut going to agents might be going down.  (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors a...

1 Nov 202331min

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