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When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  

(00:13) Jim Gillies and Dylan Lewis discuss:

- Berkshire’s past and future succession-- planning.
- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 
- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.

Companies discussed: BRK.A, BRK.B, AAPL 

Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks

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The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.

“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.

They also discuss how these breaches work, and what you can do to protect yourself and your family.

Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows 

To become a Motley Fool member, head to www.fool.com/signup

Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN

Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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We’re talking big moves and Big Oil as earnings season continues.

At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.

At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.

Companies discussed: PTON, SHEL, XOM, COP

Host: Deidre Woollard
Guests: Jason Hall, Tom Chivers
Producer: Ricky Mulvey, Chace Przylepa
Engineers: Dan Boyd
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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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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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