Motley Fool Money

The Motley Fool
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14 snips
Nov 2, 2024 • 24min

Stocks To Buy No Matter Who Is President

Matt Argersinger, a seasoned Fool analyst renowned for his long-term investment insights, joins Alicia Alfiere, an expert in Latin American e-commerce and fintech. They dive into the effects of political uncertainty on investments and share strategies to stay calm during turbulent times. The duo discusses stocks to buy regardless of the political climate, features a deep dive into MercadoLibre's exceptional growth in e-commerce, and ends with reliable dividend investment options. Their insights provide a pragmatic approach to navigating finances amid uncertainty.
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22 snips
Nov 1, 2024 • 40min

Big Tech's AI Spending Spree

Bill Mann, a senior analyst at Motley Fool, and Matt Argersinger, also an analyst, dive into the staggering $200B AI spending by Amazon, Alphabet, and Microsoft and what it means for cloud growth. They discuss Apple's unique AI stance and the impressive first profit of Reddit. David Gardner, co-founder of The Motley Fool, offers investors a calming perspective ahead of the 2024 elections while Bill and Matt analyze two noteworthy stocks, eBay and Super Micro Computer, providing valuable insights into their future potential.
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Oct 31, 2024 • 24min

The Overlooked, Obscure, and... Undervalued?

Jim Gillies, an award-winning podcaster known for his expertise in small-cap stocks, joins Ricky Mulvey to discuss market reactions to Boot Barn's CEO change and the growth potential of Sprouts Farmers Market. They dive into finding promising investments among overlooked companies. Larry the Werewolf, a quirky friend of Asit Sharma, shares insights on Hershey's challenges in the candy industry, including a cocoa shortage, and offers his top three favorite Halloween candies. Sweet treat analysis meets savvy stock tips!
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Oct 30, 2024 • 31min

A Golf Clap for Google

Tim Beyers, an investment analyst, shares insights on Alphabet's impressive transformation into an 'answer engine' and its growing dominance in cloud computing, emphasizing the potential lessons from Super Micro Computer's turmoil. Bill Mann dives into retail dynamics, focusing on Fast Retailing's innovative approach with Uniqlo and the essential research needed before investing. Together, they explore how generative AI is shaping digital advertising and caution on the challenges within AI investments, making for a thought-provoking discussion.
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Oct 29, 2024 • 32min

PayPal Looks Beyond Payments

Join award-winning podcaster and investment analyst Jason Moser and Motley Fool Senior Analyst Robert Brokamp as they explore PayPal's exciting transformation into a comprehensive commerce platform. They dive into Venmo's evolution and discuss the implications of an E. coli crisis affecting McDonald's customer traffic. Brokamp also shares insights on the culture of Berkshire Hathaway and how lesser-known companies are redefining success by following its unique operational models.
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Oct 28, 2024 • 29min

Boeing, Election Betting, Expanded Options

Asit Sharma, a Motley Fool analyst specializing in financial regulations, discusses Boeing's challenges and its plan to issue $19B in shares to bolster its balance sheet. Meanwhile, Mary Long and Yasser el-Shimy delve into Carvana's stock performance, revealing the reasons behind its volatile nature and the significant short interest from investors. They analyze how Carvana's strategies post-pandemic have influenced its stock trajectory and compare it to competitors like CarMax.
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Oct 26, 2024 • 37min

Activision Blizzard: What Microsoft Got for $69 Billion

Jason Schreier, a Bloomberg reporter and author of "Play Nice: The Rise, Fall, and Future of Blizzard Entertainment," shares fascinating insights into the gaming world. He discusses the transformative acquisition of Activision Blizzard by Microsoft, the innovative legacy of Blizzard, and the increasing role of AI in game development. Schreier also reveals the challenges behind the delays of Grand Theft Auto VI, emphasizing the balancing act of creativity and profitability in the industry's complex landscape.
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Oct 25, 2024 • 40min

The Great Cacao Shortage

This discussion unveils the impending chocolate shortage just in time for Halloween. Discover how rising cocoa prices are affecting candy availability and why companies like Hershey are feeling the crunch. The hosts dive into Tesla's stock resurgence, airline industry challenges, and the impact of recent food safety issues on fast food chains. Get insights on navigating commodity investments and learn about companies like Compass Minerals and Remitly that are on their radar. Nostalgic candy anecdotes add a fun twist to the serious financial analysis!
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Oct 24, 2024 • 27min

Tesla: Full Self-Driving is Safer than Humans

David Meier, a Tesla performance expert, discusses the company's impressive safety record, revealing autopilot crashes occur every 7 million miles, compared to the U.S. average of one every 700,000. He also dives into Tesla's ambitious plans for full self-driving and humanoid robots. Jason Moser shares insights on Empire State Realty Trust's finances, providing an overview of investment opportunities and the impact of changing work patterns on the New York office market. The conversation highlights strategic shifts in companies navigating today's economic landscape.
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9 snips
Oct 23, 2024 • 29min

Starbucks Goes Back to Basics

Kirsten Guerra, an investment analyst at The Motley Fool, discusses Starbucks' challenging earnings and the barista-focused turnaround strategy by new CEO Brian Niccol. She contrasts this with General Motors' impressive market performance. Tim Beyers also joins, diving into Instacart's innovative "Caper Cart" technology that enhances grocery shopping experiences. The conversation highlights how these smart carts impact consumer behavior and advertising strategies, showcasing Instacart's unique market model and the balance of revenue growth with escalating R&D expenses.

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