The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:
Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.
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Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SWA, DLA, CPB
Host: Mary Long
Guests: Bill Mann, Robert Brokamp, Dave Hatter
Producer: Ricky Mulvey
Engineer: Tim Sparks, Dan Boyd
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Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The situation that Niccol is coming into at Starbucks.
- Why previous leadership at the coffee giant didn’t work out.
- A sporting goods retailer that may have reached bottom.
Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.
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Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SBUX, ASO
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Dave Hatter
Producer: Mary Long
Engineer: Dan Boyd
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Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?
(00:21) Jason Moser and Dylan Lewis discuss:
- Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions.
- The latest anti-trust case against Google and why Meta and Apple should probably be paying attention.
- Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.
(14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.
Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS
Host: Dylan Lewis
Guests: Jason Moser, Ricky Muley, Tom Shea
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:
- Finding multi-baggers.
- Under the radar opportunities.
- Having a Chief Technology Officer in your family.
Join Stock Advisor here: www.fool.com/signup
Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5
Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT
Host: Brian Stoffel
Guest: Tom Gardner
Producers: Mac Greer, Ricky Mulvey
Engineers: Austin Morgan, Dez Jones
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The fewer eyes on a market, the less efficient it’s going to be.
Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:
- What investors should look for in younger companies.
- If Walgreens has a real turnaround story brewing.
- A rapidly growing travel company out of South America.
Companies discussed: WBA, SCHW, CRSP, DESP
Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks
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NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.
- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.
- The latest earnings updates from: Toro, Docusign, and ABM Industries
(20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.
(34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.
Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Brandon Copeland
Engineers: Dan Boyd
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It takes more than a buncha buzzwords to build a company.
(00:21) Tim Beyers and Mary Long discuss:
How jobs reports impact investment theses
A tech company’s changing identity
What C3.ai actually does
(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.
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Companies discussed: AI, NVDA, MSFT, WING
Host: Mary Long
Guest: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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The Department of Justice has some questions about Nvidia’s business.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The subpoena that instigated the chip maker's selloff.
- A record amount of share repurchases by corporations.
- Earnings from Dick’s Sporting Goods and Dollar Tree.
(18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.
Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z
Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link
Host: Ricky Mulvey
Guest: Jason Moser, Matt Frankel
Producer: Mary Long
Engineers: Dan Boyd, Chace Przylepa, Tim Sparks
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Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?
(00:21) Asit Sharma and Dylan Lewis discuss:
- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.
- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.
- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.
(16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.
Companies discussed: INTC, NVDA, LUV, BA
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
(1:08) Jason Moser and Bill Mann discuss:
- Nvidia’s killer quarter, and why the market yawned over the results.
- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.
- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.
(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.
Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nell Minow
Engineers: Steve Broido
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“If you thought we were in the weeds, now we’re about to start tunneling.”
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
- The basics of balance sheets.
- If lululemon has an inventory problem.
- A cautionary tale from a mattress seller.
- Companies with strong balance sheets, (besides Berkshire Hathaway).
Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
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