
Motley Fool Money Party Like it’s 2027
12 snips
Feb 24, 2026 Travis Hoium, an analyst who tracks growth and disruptive business models. Jason Hall, an analyst who covers financials and banking. They spotlight unlikely stocks they’re backing now. They debate PayPal buyout chatter and what’s next for the Warner Bros. Discovery love triangle. Short, lively takes on where these market stories may land a year from now.
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Live Oak's Vertical Lending Advantage
- Live Oak Bank wins by specializing and building in-house vertical expertise before lending.
- CEO Chip Mahan focuses on SBA-backed small-business lending and industry teams, which reduces loan mistakes and originations risk.
Buy Upbound As A High Yield Value Play
- Consider Upbound (UPBD) as a value play with a dividend yield over 7% and low forward P/E around 5x.
- Upbound's Rent-A-Center scale, platform acquisitions (Asima, Bridget), and improving revenue (11% last quarter) support the case.
Hims And Hers Consumerized Healthcare Bet
- Hims & Hers pursues healthcare disruption by going direct-to-consumer via telehealth and consumer apps.
- The company shifted from ED treatments to GLP-1 offerings and added labs and convenience, but faces legal risk from Novo Nordisk.


