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Sometimes, great isn’t good enough.

(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.

Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.

Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB

Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Pryzlepa
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Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? 

Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:

The benefits of building an “anti-portfolio”

Why it pays to get outside of your own four walls

Lessons from a piggy bank auction


Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.

Companies discussed: CRM, AAPL, IBM

Host: Ricky Mulvey
Guest: Alex Dang, llya Strebulaev
Producer: Mary Long
Engineers: Tim Sparks, Heather Horton
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In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?

Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:

The relationship between streamers, studios, and theaters.

How losing China as a distributor changes the dynamics of business – and creativity.

Where moviemaking goes from here.


Companies discussed: DIS

Host: Ricky Mulvey
Guest: Catie Peiper
Producers: Mary Long
Engineers: Tim Sparks, Chace Przylepa
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AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.

(00:21) Jason Moser and Bill Mann discuss:
- Nvidia’s blowout quarter and upcoming stock split.
- Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. 
- Earnings updates from retailers Target, Autozone, and Lowe’s.

(19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.

(32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.

Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW

Host: Dylan Lewis
Guests: Jason Moser, Bill Mann
Engineers: Dan Boyd
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The tech giant continues to crush analysts’ lofty expectations.
(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.
Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.
Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL
Host:Ricky Mulvey
Guests: Asit Sharma, Mary Long, Matt Frankel
Engineers: Tim Sparks, Desiree Jones
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Just how resilient is resilient?

(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.

Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.

Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN

Host: Mary Long
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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