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Stocks (and Investing Books) We're Bullish On

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Oct 21, 2022

Emily Flippen and Ron Gross, Senior Analysts at Motley Fool, break down the recent 30% drop in Snap's shares, dragging down major players like Pinterest and Meta. They delve into surprising market trends, such as American Express's stock dip despite optimistic guidance. The duo also discusses mixed results from Boston Beer and Tractor Supply, plus exciting investment prospects with ASML Holding and Blackstone. Tune in for their favorite investing books and a playful take on the economics of pumpkin spice!

39:31

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ANECDOTE

Boston Beer's Cycle

Boston Beer's stock performance is cyclical, often tied to the success of new product trends.
The current growth is driven by brands like Twisted Tea and Hard Mountain Dew, compensating for Truly's decline.

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ADVICE

Krispy Kreme's Logistics

If the Krispy Kreme test with McDonald's is successful, Krispy Kreme should carefully manage a national rollout.
Expanding to 13,000 more locations could strain their current distribution system.

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ADVICE

Medical Device Investments

Consider medical device pure-plays like Stryker, Medtronic, and Zimmer Biomet due to the aging population.
Emily Flippen recommends ResMed (RMD) for its focus on treating respiratory diseases.

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Trends in Marketing and Corporate Performance

04:48 • 8min

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Tech Giants in Transition: Microsoft and Tesla's Future Prospects

12:29 • 3min

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Quarterly Performance Insights

15:42 • 8min

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Role of ResMed in Sleep Apnea Diagnosis and Treatment

23:28 • 2min

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Investment Insights and Market Observations

25:18 • 14min

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#711

• Mentioned in 47 episodes

The essays of Warren Buffett

Lessons for Corporate America

Warren Buffett

This book is a comprehensive collection of Warren Buffett's annual letters to Berkshire Hathaway shareholders, edited by Lawrence A. Cunningham. It provides valuable insights into Buffett's investment philosophy, corporate management, and business strategies. The letters are organized into thematic chapters, making it easier for readers to understand Buffett's views on various topics such as value investing, executive compensation, and market fluctuations. The book is praised for its clarity, wisdom, and practical advice, making it a definitive source for understanding Buffett's approach to business and investing.

#1898

• Mentioned in 23 episodes

The Little Book That Beats the Market

Joel Greenblatt

In this book, Joel Greenblatt provides a straightforward and accessible guide to value investing. He introduces a 'magic formula' that helps investors identify and purchase good businesses at below-average prices. The formula, explained using simple math and humor, has been extensively tested and proven to be effective in beating the market and professional managers. The book also explores why success often eludes individual and professional investors and why the formula remains viable even after widespread knowledge of it. Updated editions include data and analysis from the recent financial crisis and model performance through 2009.

#1523

• Mentioned in 27 episodes

The Little Book of Common Sense Investing

John Bogle

#6096

• Mentioned in 8 episodes

The little book of valuation

Aswath Damodaran

#24

• Mentioned in 344 episodes

The big short

Inside the Doomsday Machine

Michael Lewis

The Big Short tells the story of the 2007-08 financial crisis through the lens of several key players who predicted and profited from the collapse of the housing market. The book focuses on characters such as Steve Eisman, Mike Burry, Greg Lippmann, and the founders of Cornwall Capital, who saw the impending disaster and made significant gains by shorting the market. Lewis explains the complex financial instruments and the systemic failures that led to the crisis, making the narrative both accessible and engaging.

#20

• Mentioned in 381 episodes

The Psychology of Money

Timeless Lessons on Wealth, Greed, and Happiness

Morgan Housel

In 'The Psychology of Money,' Morgan Housel delves into the psychological and emotional aspects of financial decisions. The book consists of 19 short stories that illustrate how personal history, worldview, emotions, and biases influence financial outcomes. Housel emphasizes the importance of behavior over knowledge in managing money, highlighting the power of compounding, the dangers of greed, and the pursuit of happiness beyond mere wealth accumulation. He advocates for a frugal lifestyle, long-term perspective, and a balanced approach to investing, stressing that financial success is more about mindset and discipline than about technical financial knowledge.

#49

• Mentioned in 252 episodes

The intelligent investor

Jason Zweig

Benjamin Graham

Written by Benjamin Graham, 'The Intelligent Investor' is a seminal work on value investing that has inspired millions since its original publication in 1949. The book emphasizes the importance of distinguishing between investing and speculation, calculating the intrinsic value of companies, and maintaining a margin of safety. The revised edition includes updated commentary by Jason Zweig, who provides modern examples and insights to help readers apply Graham's principles in today's market. Warren Buffett, a disciple of Graham, has praised the book as 'the best book about investing ever written'.

#145

• Mentioned in 141 episodes

One Up On Wall Street

Peter Lynch

In 'One Up On Wall Street,' Peter Lynch explains how average investors can outperform professionals by leveraging their everyday experiences and knowledge. Lynch advocates for investing in companies and products that are familiar and understandable, rather than following trendy or complex investments. He provides easy-to-follow advice on analyzing financial statements, identifying different types of companies (such as cyclical, turnaround, and fast-growing companies), and maintaining a long-term investment strategy. The book emphasizes the importance of simplicity, patience, and fundamental analysis in achieving successful investments.

#75592

Markets Never Forget (but People Do)

Kenneth L. Fisher

Ken Fisher

Lara Hoffmans

In 'Markets Never Forget (But People Do)', Ken Fisher argues that while history doesn't repeat itself perfectly, studying past market trends can help investors make better decisions by recognizing patterns and avoiding common errors. He emphasizes that investors often forget historical lessons, leading to repeated mistakes.

Snap fell 30% and took other social media and advertising stocks down with it.

(0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply

(19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on - Two stocks on their radar: ASML Holding and Blackstone

Got a question about investing? Email podcasts@fool.com

Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML

Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Dan Boyd

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