Motley Fool Money

The Motley Fool

  • 25 minutes 51 seconds
    A New Name in Weight-Loss Drugs

    Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.


    (00:21) Asit Sharma and Dylan Lewis discuss:


    - Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.

    - A sneaky company that’s another winner in the weight-loss market.

    - Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.


    (14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.


    Companies discussed: HIMS, NVO, MCK, LLY, Wix


    Host: Dylan Lewis

    Guests: Asit Sharma, Ricky Mulvey, Mary Long

    Producer: Ricky Mulvey

    Engineers: Dan Boyd


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    20 May 2024, 8:00 pm
  • 50 minutes 2 seconds
    Better Investment: Stocks or Real Estate?

    So, you want to grow your wealth. What’s the best way to do it?


    In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.


    Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence.


    Host: Chris Hutchins

    Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench

    Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long

    Engineers: Exodus Media, Steve Broido

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    18 May 2024, 4:00 pm
  • 40 minutes 1 second
    Don’t Sleep on the Dow Jones

    The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.


    (00:21) Jason Moser and Matt Argersinger discuss:

    - The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.

    - Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode. 

    - The latest addition to Warren Buffett’s portfolio: Chubb.


    (19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.


    (35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..


    Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW


    Host: Dylan Lewis

    Guests: Jason Moser, Matt Argersinger, John Mackey

    Engineers: Dan Boyd


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

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    17 May 2024, 8:00 pm
  • 28 minutes 58 seconds
    Netflix Scores the NFL

    The streamer now has Christmas football games.


    First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.


    Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.


    Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB


    Host: Ricky Mulvey

    Guests: Nick Sciple, Mary Long, Lou Whiteman

    Engineers: Dan Boyd, Steve Broido


    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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    16 May 2024, 9:00 pm
  • 28 minutes 15 seconds
    Google Speaks, OpenAI Listens

    Step aside, Siri. A new generation of AI voice assistants has arrived.


    First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.


    Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.


    Stock Advisor discount for podcast listeners: www.fool.com/asit


    Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH


    Host: Mary Long

    Guests: Asit Sharma, Ricky Mulvey, Jason Hall

    Engineers: Dan Boyd, Heather Horton

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    15 May 2024, 8:00 pm
  • 29 minutes 18 seconds
    The Meme Casino Reopens

    One tweet is all it takes to add a few billion dollars in market cap.


    First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.


    Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.


    Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX


    Check out the Range Rover Sport at www.landroverusa.com


    Host: Ricky Mulvey

    Guests: Jim Gillies, Alison Southwick, Robert Brokamp

    Producer: Mary Long

    Engineers: Dan Boyd, Desiree Jones

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    14 May 2024, 8:00 pm
  • 28 minutes 41 seconds
    Squarespace’s $6.9B Takeover, First of Many?

    Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?


    (00:21) Jason Moser and Dylan Lewis discuss:


    - Permira private equity’s plans to take website-builder Squarespace private at $6.9B.

    - The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.


    (14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.


    Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX


    Monarch Money free trial offer: www.monarchmoney.com/fool


    Host: Dylan Lewis

    Guests: Jason Moser, Asit Sharma, Ricky Mulvey,

    Producer: Ricky Mulvey

    Engineers: Dan Boyd

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    13 May 2024, 8:00 pm
  • 19 minutes 27 seconds
    Lessons From Startups

    “Ideas are cheap; the people are what matter.”

    Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.

    Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:

    • How to spot strong leaders.
    • The downside of overconfidence.
    • How company culture affects stock returns.


    Companies discussed: SPOT

    Host: Ricky Mulvey

    Guest: Martin Gonzalez

    Producer: Mary Long

    Engineer: Dez Jones

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    12 May 2024, 3:00 pm
  • 23 minutes 5 seconds
    “A Great First Effort from Apple”

    Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:


    - The training and educational use cases for spatial computing. 

    - How Apple and Meta products stack up against each other.

    - Meta’s virtual reality strategy. 

    - The strong value proposition for VR training in healthcare.


    Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED


    Host: Mary Long

    Guest: Jason Moser

    Producer: Ricky Mulvey

    Engineer: Tim Sparks

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    11 May 2024, 4:00 pm
  • 40 minutes 1 second
    It’s Always About the Forecast

    Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..


    (00:21) Ron Gross and Andy Cross discuss:


    - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

    - Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

    - How drinkmaker Celsius continues to find the energy for growth.


    (19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.


    (27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.


    Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST


    Host: Dylan Lewis

    Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

    Engineers: Dan Boyd

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    10 May 2024, 8:00 pm
  • 31 minutes 34 seconds
    Roblox Hits Roadblock

    Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.


    (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.


    Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.


    Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON


    Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. 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 https://public.com/disclosures/high-yield-account


    Host: Ricky Mulvey

    Guests: Kirsten Guerra, Nick Sciple

    Producer: Mary Long

    Engineers: Dan Boyd, Tim Sparks

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

    9 May 2024, 8:00 pm
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