More is not always better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why the Department of Justice may breakup Alphabet.
- If the search giant is a cheap stock.
- Quarterly results from Domino’s and its new mac and cheese offering.
Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.
Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing
Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR
Host: Ricky Mulvey
Guests: Jason Moser, Lou Whiteman
Producer: Dylan Lewis
Engineers: Rick Engdahl, Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table.
(00:21) Jason Hall and Mary Long discuss:
Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Learn more about the Range Rover Sport at www.landroverusa.com
Companies mentioned: PEP, KO, SBUX, WW, LLY, OPL
Host: Mary Long
Guests: Jason Hall, Adam Comora, Jonathan Maurer
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage.
(00:21) Matt Frankel and Ricky Mulvey discuss:
- How insurers prepare for catastrophic losses.
- What extreme weather events mean for homeowners, car owners, and the commercial real estate market.
- Why Alex Chriss gets an A for his first year leading PayPal.
Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL
Host: Ricky Mulvey
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.
(00:12) Buck Hartzell and Dylan Lewis discuss:
- What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September.
- Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S.
- What to look for internationally, and why DLocal is a great small cap to study.
(20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market.
Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.
Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH
Host: Dylan Lewis
Guests: Buck Hartzell, Mary Long, Alicia Alfiere
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:
- How McDonald’s kicked off the value wars.
- Why the price of fast food convergerged with some sit-down meals.
- The publicly traded restaurants where customers are flocking.
Companies discussed: MCD, EAT, BLMN, TXRH, DRI
Host: Ricky Mulvey
Guest: David Henkes
Producer: Mary Long
Engineer: Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.
Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SPG, KIM, MAA, CPT
Host: Mary Long
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Tim Sparks, Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?
(00:45) Asit Sharma and Jason Moser discuss:
(19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.
(35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.
Stocks discussed: NKE, PAYX, MCK, PEP, JOBY
Motley Fool Epic members can access the full conversation with David:
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl
Engineers: Rick Engdahl, Austin Morgan
Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money.
(00:21) Jim Gillies and Mary Long discuss:
(16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: ALV, GTX, STZ, COST, BJ, WMT
Host: Mary Long
Guests: Jim Gillies, Asit Sharma, Ricky Mulvey
Engineer: Rick Engdahl, Desiree Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
A new CEO is hoping to turn the iconic brand around, but he’s not there yet.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Earnings from Nike.
- Tesla’s delivery numbers.
- Adam Neumann returning to the office leasing business.
Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.
Visit our sponsor at www.landroverusa.com
Companies discussed: NKE, TSLA, PYPL
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
About half of U.S. imports go through the ports where dock workers just went on strike.
(00:25) David Meier and Ricky Mulvey discuss:
- How companies are navigating the port worker’s strike.
- The disagreement over automation.
- Investor sentiment in artificial intelligence
- One less discussed company that’s benefiting from others spending on AI.
(18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.
Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?
(00:19) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.
Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Your feedback is valuable to us. Should you encounter any bugs, glitches, lack of functionality or other problems, please email us on [email protected] or join Moon.FM Telegram Group where you can talk directly to the dev team who are happy to answer any queries.