Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Nvidia’s quarter and data center growth.

- Why Comcast is spinning off its cable assets.

- Microstrategy’s unusual bond offering.

Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Companies discussed: NVDA, CMCSA, MSTR, EGP

Host: Ricky Mulvey

Guests: Bill Barker

Producer: Mary Long

Engineer: Rick Engdahl

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

The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?

(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:

- The state of the consumer heading into the holiday shopping season.

- What it takes to build out a true omnichannel operation.

- How management teams land on forward guidance.

Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.

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

Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX

Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey

Engineers: Rick Engdahl

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

But the retailer’s valuation is giving investors more questions.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- Highlights from Walmart’s quarter.

- What shoppers want from mac and cheese.

- Why nicotine pouches may be “the biggest consumer product story this decade.”

Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: WMT, COST, PMI, MO, TPB

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Christine Benz

Producer: Mary Long

Engineer: Rick Engdahl

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

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.

(00:15) Seth Jayson and Dylan Lewis discuss:

- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.

- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.

- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.

(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.

Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH

Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial.

Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Asit Sharma

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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

Campaign contributions are just table stakes for companies trying to make legislation in their favor.

Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:

- How Airbnb mobilized voters in San Francisco.

- The battle to regulate artificial intelligence.

- How the crypto industry is building political power.

Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster

Companies discussed: MSFT, ABNB, COIN

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Tim Sparks, Austin Morgan

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

Price matters. But how do you build a case for what the right price is? 

Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:

- How to put P/E ratios in context – and how to look beyond that metric. 

- Levers Walmart could pull to double its earnings.

- Growth stories for Netflix that go beyond subscriber count. 

Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Rick Engdahl

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

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. 

(00:15) Andy Cross and Matt Argersinger discuss:

- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. 

- Why Cava and Instacart are both taking a breather post-earnings 

- How the macro environment and housing market continues to weigh on activity for Home Depot.

(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.

(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.

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

and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool

Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA

Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Robert Brokamp

Engineers: Rick Engdahl

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

The future is growing brighter, and more efficient, for the entertainment giant.

(00:13) Jason Moser and Ricky Mulvey discuss:

- Highlights from Disney’s quarter.

- The future of ESPN.

- Amazon’s new discount shopping venture, Haul.

Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.

Sign up for Breakfast News: breakfast.fool.com

Companies discussed: DIS, AMZN, RKLB

Visit our sponsor: www.vanta.com/fool

Host: Ricky Mulvey

Guests: Jason Moser, Yasser El-Shimy

Producer: Mary Long

Engineer: Rick Engdahl

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

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?

(00:13) Tim Beyers and Mary Long discuss:

- The difficulties in valuing Cava.

- Why the fast casual restaurant doesn’t want to lean too far into digital channels.

- How Toast is able to keep growing despite macro headwinds.

Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.

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

Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX

Host: Mary Long

Guests: Tim Beyers, Rick Munarriz

Engineers: Rick Engdahl

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

The e-commerce giant is proving that growth can forgive past valuation sins.

(00:26) Jim Gillies and Ricky Mulvey discuss:

- Why investors are cheering Shopify’s latest results.

- An automotive supplier that can provide a ballast for portfolios.

- Why excitement about the market right now isn’t quite a mania.

Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.

Got a question for the show? Email us at [email protected].

Companies/tickers discussed: SHOP, ALV, RCL

Visit our sponsor at www.public.com/motleyfool

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineer: Rick Engdahl

Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of

individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more

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

When companies or crypto go parabolic, force yourself to think: what does normal look like?  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase. 

- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation. 

(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. 

Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META

Host: Dylan Lewis

Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo

Engineers: Dez Jones, Rick Engdahl

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