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Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice. 

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

- Why Starboard Value is putting Autodesk’s management team and board on notice.
- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.
- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.

Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.

Companies discussed: ADSK, AVGO, NVDA, TSLA.

Catch Jensen Huang’s Caltech commencement speech here:
https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s

Go to www.monarchmoney.com/fool for an extended 30-day free trial.

Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too. 

Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life. 

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com


Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA 

Host: Mary Long
Guest: Jason Moser
Engineer: Tim Sparks
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How do you go from writing poetry to reading 10Ks for a living? 

Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com

Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit

Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Tim Sparks

Tickers mentioned: AMZN

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Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .

(00:21) Jason Moser and Emily Flippen discuss:
- Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. .
-Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time.
- The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.

(19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.

(34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.

Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF

Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen
Engineers: Tim Sparks, Dan Boyd
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Is the software giant still a growth company?
(00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy.
Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors.
Companies discussed: ORCL, MSFT, DOCN, HSY
Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Austin Morgan
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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If everyone else is buying, should you be too?

(00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.

Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

Companies discussed: PTON, UA

Host: Mary Long
Guests: Jim Gillies, Alex Friedman, Richard Davis
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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