Motley Fool Money

The Motley Fool

  • 26 minutes 17 seconds
    Southwest Changes Seats

    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:

    • Proposals for the US to develop a sovereign wealth fund
    • The activist battle at Southwest Airlines
    • Why Campbell’s dropped the “soup”


    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.

    Check out the Range Rover Sport at www.landroverusa.com

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    11 September 2024, 8:00 pm
  • 30 minutes 4 seconds
    How Starbucks Can Turn Around

    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.


    Visit our sponsor www.factormeals.com/foolpod50


    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 September 2024, 8:00 pm
  • 30 minutes 49 seconds
    Apple’s “Glowtime” Event, AI Ambitions

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    9 September 2024, 8:00 pm
  • 24 minutes 11 seconds
    Mailbag with Tom Gardner

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 September 2024, 4:00 pm
  • 24 minutes 9 seconds
    Knife Juggling, Bottle Rockets, and Small Cap Investing

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    7 September 2024, 4:00 pm
  • 40 minutes 1 second
    Kickoff for Private Equity Investors

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 September 2024, 8:00 pm
  • 27 minutes 41 seconds
    Can AI Build Moats?

    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.


    Learn more about the Range Rover Sport www.landroverusa.com


    Companies discussed: AI, NVDA, MSFT, WING


    Host: Mary Long

    Guest: Tim Beyers, Sanmeet Deo

    Producer: Ricky Mulvey

    Engineers: Dan Boyd, Austin Morgan

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    5 September 2024, 8:00 pm
  • 27 minutes 53 seconds
    $279 Billion Lost In A Day

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 September 2024, 8:00 pm
  • 31 minutes 24 seconds
    Dow Loses Chips, Boeing Loses Money

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 September 2024, 8:00 pm
  • 39 minutes 1 second
    Missing Piece of the AI Spend Puzzle

    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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 September 2024, 3:45 pm
  • 40 minutes 12 seconds
    How to Analyze a Balance Sheet

    “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

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 September 2024, 3:00 pm
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.