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Mar 15, 2022 • 27min

Chinese Stocks? Not Now.

Bill Mann, a senior analyst at Motley Fool, shares insights on the SEC's threats to delist U.S.-listed Chinese stocks and how this affects American investors. He cleverly connects investing strategies to the NCAA basketball tournament, urging a disciplined approach akin to selecting brackets. Robert Brokamp discusses the importance of mindful charitable giving, especially during crises, emphasizing vetting organizations to ensure meaningful contributions. Together, they explore the implications of market volatility and the need for strategic thinking in both investing and philanthropy.
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Mar 14, 2022 • 32min

How to Be Less Emotional About Stocks

Jason Moser is a senior analyst at the Motley Fool, offering deep insights into various investment strategies. He discusses how even Warren Buffett faces shareholder scrutiny and stresses the importance of focusing on company fundamentals. Yasser El-Shimy interviews Moiz Ali, who shares his perspectives on Shopify, highlighting its data insights and the challenges it faces in the competitive e-commerce landscape. They cover emotional investing pitfalls and the evolving dynamics of sports streaming, particularly Comcast's growing role.
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Mar 13, 2022 • 30min

Understanding the Oligarchs

Best-selling author Ben Mezrich, known for books like 'The Accidental Billionaires', dives into the world of Russian oligarchs during a chat with Dylan Lewis. He unpacks the history and rise of these billionaires post-Soviet Union, likening their influence to that of organized crime. Mezrich also discusses how the Ukraine conflict is reshaping oligarch loyalties and the precarious position they find themselves in amidst sanctions. His insights reveal the complex interplay of power, wealth, and storytelling in today's geopolitical climate.
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Mar 12, 2022 • 22min

Financial Metrics that Actually Drive Profits

Explore the fascinating world of financial metrics that reveal a company's growth potential. Discover how Starbucks serves as a case study in understanding the connection between sales and earnings. Learn about crucial components of a 10-K document and why they matter for investors. Key metrics like Return on Invested Capital and Return on Equity are highlighted as indicators of profitability and growth. This insightful discussion provides a roadmap for making informed investment decisions!
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Mar 11, 2022 • 40min

Amazon's Big Split, The Future of Work

Tess Vigeland, host of The Wall Street Journal's podcast 'As We Work', dives into the evolving workplace dynamics. She highlights the rise of pay transparency and the challenges companies face in retaining talent amid shifts from traditional office setups to remote work. Discussions also cover the effects of COVID-19 on employee expectations and the implications of the Great Resignation. Tess’s insights provide a glimpse into the future of employment and the essential adaptations businesses must embrace.
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Mar 10, 2022 • 23min

"It's almost everything for the Russian economy."

Bill Mann and Nick Sciple, senior analysts at Motley Fool, dive deep into the critical role of the oil and gas sector in Russia's economy. Mann discusses the potential fallout from seizing Western companies' assets and how it could deter foreign investment. They explore the ripple effects of rising energy prices on Western brands like McDonald's and the complexities of oil pricing. The conversation also touches on U.S. energy policy and the J-curve's economic predictions amidst the ongoing Ukraine conflict.
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Mar 9, 2022 • 26min

Apple Sends a Message

Tim Beyers, a senior analyst at Motley Fool, dives into Apple's recent product launches, highlighting the strategic importance of the new iPhone SE and the premium Mac Studio. He discusses Apple's fierce commitment to maintaining market share and its latest venture into live sports streaming on Apple+. The conversation also touches on the evolving landscape of streaming services, with Netflix contemplating ad options. Finally, a spirited debate about the stock Block explores its financial potential versus notable risks.
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Mar 8, 2022 • 30min

Investing Lessons from 20 Years of Stock Advisor

In this insightful discussion, Andy Cross, Chief Investment Officer at The Motley Fool; Asit Sharma, a Senior Analyst specializing in diversification; and Emily Flippen, another Senior Analyst who champions letting winners run, share key investing lessons from the past 20 years. They highlight the power of reinvesting in familiar stocks, the critical nature of diversification, and the discipline of consistent investing. Moreover, they reveal the importance of patience during market volatility and emphasize focusing on successful investments for long-term gains.
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Mar 7, 2022 • 29min

How To Write an Investment Thesis

Jason Moser, a Senior Analyst at Motley Fool known for long-term investment insights, teams up with Alicia Alfieri, also a Senior Analyst focused on investment thesis development. They discuss the importance of crafting an investment thesis before purchasing stocks. Key topics include recognizing long-term trends in home improvement and travel, and evaluating companies like Duolingo for their competitive advantages and management quality. The duo advocates for thorough research to navigate market volatility and capitalize on sustainable growth opportunities.
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Mar 6, 2022 • 26min

The Bull Case for Bitcoin

Michael Saylor, CEO of MicroStrategy and a major Bitcoin investor, shares his insights on this transformative digital asset. He discusses Bitcoin as a hedge against inflation and a potential environmental ally through its energy-efficient mining. Saylor argues that Bitcoin could become a global monetary system and outperform traditional assets like gold. He also addresses the importance of regulatory clarity for institutional investments and suggests effective strategies for incorporating Bitcoin into retirement portfolios.

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