Episodios

  • Alphabet’s $32 Billion Cybersecurity Play

    Alphabet’s $32 Billion Cybersecurity Play
    Mar 18 2025
    If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on a cloud security company. - BYD’s announcement that it can charge an electric vehicle battery in five minutes. - Robinhood rolling out prediction markets on its platform. Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts. Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Pepsi, Poppi, and the Creosote Bush

    Pepsi, Poppi, and the Creosote Bush
    Mar 17 2025
    To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy. - Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing. (13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field? Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence. Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm Companies discussed: DG, WMT, PEP, KO. Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Intro to Micro Caps

    Intro to Micro Caps
    Mar 15 2025
    How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss: - How to evaluate companies with market caps less than $500M. - What makes an “intelligent fanatic.” - Why growing a stock position is like cultivating a relationship. Host: Buck Hartzell Guest: Ian Cassel Producer: Mac Greer, Mary Long Engineer: Chace Pryzlepa, RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 m
  • The Uncertainty-Fueled Market Correction

    The Uncertainty-Fueled Market Correction
    Mar 14 2025
    Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less. - The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk. - Earnings from Adobe, Vail, and Docusign. (19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    40 m
  • Welcome Back to Correction Territory

    Welcome Back to Correction Territory
    Mar 13 2025
    Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corrections. - Earnings results from Dollar General. - Why Americans are spending less at convenience stores. Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares. Companies discussed: DG, SCHD, SPG, HSY, TKO Host: Ricky Mulvey Guests: Anthony Schiavone, Nick Sciple Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • Fear, Greed, and Quiet Exuberance

    Fear, Greed, and Quiet Exuberance
    Mar 12 2025
    Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - If cooling inflation data is enough to calm markets. - Meta’s plan to train an AI chip in-house. Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection. Host: Mary Long Guests: David Meier, Mark Dixon Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 m
  • Should Investors Prepare for a Recession?

    Should Investors Prepare for a Recession?
    Mar 11 2025
    And what’s that mean for long-term stock investors? (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more free bags on Southwest Airlines (for most fliers). Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV Build your Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • Redfin is “Under Contract”

    Redfin is “Under Contract”
    Mar 10 2025
    Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and Dylan Lewis discuss: - Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin. - ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks. (17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today. Companies discussed: RDFN, RKT, NOW, MTN Host: Dylan Lewis Guests: Tim Beyers, Anthony Schiavone, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 m