6 Companies, 4 Strong Balance Sheets

The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: TSLA, META, AAPL, BLK, NEE Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Mars 29min

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.” Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Mars 46min

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar. Host: Ron Gross Guests: Asit Sharma, Matt Argersinger, Ben Wallace Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Mars 40min

The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood’s quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider. Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Mars 29min

A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company. Companies discussed: DLTR, DG, WMT, CHWY, SZL Host: Mary Long Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Mars 31min

Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Mars 28min

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? Tell us by writing into podcasts@fool.com ! Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Mars 31min

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about: - Trade wars - Degloblalization - The crypto industry - And how investors ought to make sense of the news. Host: Ricky Mulvey Guest: Richard Bernstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Mars 34min