Under Armour CEO Walks The Plank
The old CEO is the new CEO at the athletic brand, but can he turn the ship around? (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What makes Dick’s Sporting Goods so resilient. - The making of a perfect storm for homebuilders. (15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech. Companies discussed: LEN, PGY, DKS, UA, UAA Host: Deidre Woollard Guests: Gal Krubiner, Bill Mann, Jason Hall Producer: Ricky Mulvey Engineers: Kyle Carruthers, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Mars 202431min
From 40-Bagger to Flatliner
NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller. (00:21) Matt Frankel and Dylan Lewis discuss: - Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate. - New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested. - The banks to watch instead. (13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth. Companies discussed: DLTR, NYCB, DOUL Host: Dylan Lewis Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Mars 202426min
BMW’s Kinder Egg Strategy
Why does ASML want to leave its home country? (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. - Product problems for BYD Auto. Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list. Companies discussed: ASML, BMWYY, TSLA, BYDDY NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial. Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Mars 202432min
Clean Energy Solutions, Profitability Questions
Stem CEO John Carrington is full speed ahead on the clean energy transformation. (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for movie makers. - How Reddit is more like X than Pinterest. (15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability. Companies discussed: DIS, PINS, SNAP, META, STEM Host: Deidre Woollard Guests: John Carrington, Jason Moser, Ricky Mulvey Producers: Dylan Lewis, Ricky Mulvey Engineers: Dan Boyd, Mary Long, Rick Engdahl Special Thanks: Jason Hall Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Mars 202430min
The Sky’s The Limit
Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss: How Sky Harbour is building home bases for planes. The massive growth in private aviation and why it’s poised to continue. Turning underutilized airports into hubs. Companies discussed: SKYH, GD, BDRBF, FDX Host: Deidre Woollard Guests: Tal Keinan, Bill Mann Producer: Dylan Lewis Engineers: Kyle Carruthers, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Mars 202428min
A One-Night Tenant
Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Mars 202428min
Death, Taxes, Retail Membership Programs
Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom. (19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023. (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan. Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Mars 202440min
Can This Bank Be Saved?
Big pockets have weighed in at New York Community Bank, can they turn the ship around? (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Abercrombie & Fitch’s incredible rise. - American Eagle’s tough bet on logistics. (18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects. Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN Host: Deidre Woollard Guests: Mary Long, Matt Frankel, Bill Barker Producer: Dylan Lewis Engineers: Rick Engdahl, Dan Boyd Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL It’s risk- free with Nord’s 30-day money back guarantee! Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Mars 202431min
