A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.

(00:21) Bill Barker and Dylan Lewis discuss:

- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.

- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.

- Domino’s finally delivering what the people want: stuffed crust pizza.

(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.

Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand

Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS

Host: Dylan Lewis

Guests: Bill Barker, Nick Sciple, Mary Long

Producer: Mary Long

Engineers: Dan Boyd

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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.

Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:

- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.

- What investors need to know about Ozempic and Mounjarno’s patent cliffs.

- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.

Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG

Host: Ricky Mulvey

Guest: Karl Thiel

Producer: Mary Long

Engineer: Rick Engdahl

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The great buildout for AI and GLP-1 drugs continues.

(00:21) Jason Moser and Matt Argersinger discuss:

- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.

- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.

- Earning updates from Home Depot, Axon, and Cava.

Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/

(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.

(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.

Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Josh Isner

Engineers: Dan Boyd, Rick Engdahl

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The tech giant is a data center business.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.

- CEO Jensen Huang’s vision for AI in the coming years.

- Short sellers targeting digital ad seller, AppLovin.

Companies discussed: NVDA, APP, META

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Dan Boyd

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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.

(00:21) Jason Moser and Mary Long discuss:

- Axon earnings, and the headline that sent the stock down nearly 30% last week.

- What artificial intelligence looks like in policing.

- What success looks like for TJX Companies.

Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.

Companies/tickers discussed: AXON, TJX, BROS

Host: Mary Long

Guests: Jason Moser, Emily Flippen, Ricky Mulvey

Engineer: Dan Boyd

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Some of the most speculative names in the market are seeing steep declines. What did you expect?

(00:21) Jim Gillies and Ricky Mulvey discuss:

- The recent declines for Palantir and Microstrategy.

- If Home Depot’s cash flow story is intact.

- Celsius’s $1.8 billion acquisition of Alani Nu.

Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.

Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Dylan Lewis

Engineers: Dan Boyd, Rick Engdahl

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Berkshire’s cash hoard is approaching “Dr. Evil” levels.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.

- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.

- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.

(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.

Companies discussed: BRK.A, BRK.B, AAPL, MNMD

Host: Dylan Lewis

Guests: Tim Beyers, Rob Barrow, Ricky Mulvey

Producer: RIcky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.

Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:

- How social engineering effects your life.

- Why real diversity can prevent leaders from doing stupid things.

- The demand to return to more in-person experiences.

Host: Dylan Lewis

Guest: Malcolm Gladwell

Producer:Ricky Mulvey

Engineer: Rick Engdahl

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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.

(00:21) Asit Sharma and Jason Moser discuss:

- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.

- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs

- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.

(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.

Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/

(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb

Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg

Engineers: Dan Boyd, Rick Engdahl

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… and why the stock is “nowhere near fully valued.”

(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.

Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.

Companies discussed: TOST, MSFT, RBLX, META, SNAP

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.

(00:21) David Meier and Ricky Mulvey discuss:

- Why Microsoft and Meta rely on Arista Networks.

- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.

- The downfall of dating app Bumble.

Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.

Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB

Host: Ricky Mulvey

Guests: David Meier, Anthony Schiavone

Engineers: Dan Boyd, Rick Engdahl

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