Alicia Alfieri
Rule Breakers team contributor who analyzes consumer brands and company fundamentals, offering context on brand resiliency and sector-specific dynamics discussed during the episode.
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Jan 21, 2026 • 1h 24min
Calculating Risk Foolishly, Vol. 4: ETSY v. DUOL
Join Alicia Alfieri, a savvy Motley Fool analyst specializing in consumer and e-commerce, and Yasser El-Shimy, an expert on global partnerships, as they dissect risk in the context of Etsy and Duolingo. They tackle Alicia's concerns about Etsy's vulnerability to larger rivals, while Yasser praises Duolingo's strong market position and brand loyalty. Their scorecard approach reveals not just the companies' financials but also their competitive advantages and potential pitfalls, making for a compelling discussion about investment risk.
Feb 16, 2026 • 22min
Are Unity and Zillow Resilient Brands?
Alicia Alfieri, consumer brands analyst who focuses on brand resilience, and Rick Munarriz, longtime stock analyst known for covering Zillow and Unity. They debate what makes a brand resilient and why visible consumer appeal matters. They dig into recent results from Unity and Zillow, weigh marketplace and competitive pressures, and consider which company seems better positioned going forward.
