Motley Fool Money The Motley Fool
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- Business
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Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
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Starbucks Faces a Tall Order
Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.
(00:21) Asit Sharma and Dylan Lewis discuss:
- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?
- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.
(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s
Companies discussed: SBUX, AMZN, MCD
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Henkes
Producer: Mary Long
Engineers: Dan Boyd
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PayPal Turns Around (Slowly)
Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.
(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.
(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.
Companies discussed: PYPL, INTU, ZM, KNSL
Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Big Drama At Paramount
Ahead of earnings at Paramount, potential deals and rumors are flying.
At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.
At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.
Companies discussed: SOFI, INVH, DPZ, PARA
Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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How to Win in Business: Be Right, Be Positive
Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?
Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:
The power in being contrarian
One mega cap that knows how to innovate
Why ROIC is not a foolproof metric for investors.
Companies discussed: MSFT, IBM, AMZN, NFLX, BRK
Host: Ricky Mulvey
Guest: Elliott Parker
Producers: Mary Long
Engineers: Rick Engdahl
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Why Resale is Forever
Winmark doesn’t make a lot of noise. The business speaks for itself.
Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.
So, investors may want to pay attention to it.
Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:
- The growth of Play It Again Sports and a slowdown at Music Go Round.
- How Heffes thinks about capital allocation.
- Building an everlasting business.
Company discussed: WINA
Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Chipotle, Tesla, and Alphabet Soar
We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.
(00:21) Andy Cross and Emily Flippen discuss:
- Chipotle’s stellar comps and future store growth opportunity.
- Why Tesla’s low-priced EV offering has investors overlooking down results.
- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.
- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.
(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.
Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross
Engineers: Dan Boyd
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Customer Reviews
Favourite Investment Poscast
I love this podcast! Chris and the team does a great job in covering the most important news and at the same time makes us all wiser, smarter and richer!
March 22 show 😡
I’ve cancelled my subscription
Too fluffy
Many better stock and economic podcasts out there.