Motley Fool Money
Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
601
Salesforce Increases Its Focus (and Buybacks)
(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program (11:30) Jason...
25 min
602
4 Stocks We Just Bought
Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by...
20 min
603
Target's Improving Inventory
After a particularly rough 2022, Target is getting back to basics. (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with...
21 min
604
Buffett Brings The Heat
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. (0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects...
28 min
605
The Resilience of Black Wall Street
One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s...
17 min
606
Value Hunting
Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss: - If there’s even a difference between...
25 min
607
Surprising Earnings, Conservative Management
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street...
38 min
608
Etsy's "Jedi Mind Trick"
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends...
28 min
609
What Happened To Intel?
In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed. (0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How...
17 min
610
2023: The Year of Cautious Guidance
If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation...
19 min
611
PJ Vogt on AI, VR, and Tech Cycles
Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey...
28 min
612
iBuying, Real Estate Investing, Home Inventory
When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s...
21 min
613
The (Wall Street) Hits Keep On Coming
It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku...
38 min
614
The Once & Future Zillow
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable...
20 min
615
Answers from Airbnb, Questions for Upstart
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste...
29 min
616
Big Macro & Big Red
Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling...
22 min
617
Twilio's Layoffs, Spotify's Strategy
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super...
28 min
618
Beth Kindig on AI, Semiconductors, and Tech Cycles
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in...
21 min
619
Lies My Income Statement Told Me
What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial...
22 min
620
NFL Predictions, AI Competitions
Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a...
39 min
621
Disney Pops, Alphabet Drops
Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet...
23 min
622
Record Ad $$$ for SB 57
Companies are shelling out big bucks to get your attention during the big game. (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the...
24 min
623
The AI Land Grab Has Started
Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video...
20 min
624
Why Do Casinos Lose Money?
If the house always wins, why are gambling companies having trouble turning a profit? (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has...
20 min
625
Domonique Foxworth on NFL Owners, Investing, an...
What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice...
20 min