Episodes

  • Comcast Spins Out Cable Networks

    Comcast Spins Out Cable Networks
    Nov 21 2024
    Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy’s unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Target Misses the Mark

    Target Misses the Mark
    Nov 20 2024
    The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping season. - What it takes to build out a true omnichannel operation. - How management teams land on forward guidance. Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX Host: Mary Long Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Walmart’s Flywheel Keeps Spinning

    Walmart’s Flywheel Keeps Spinning
    Nov 19 2024
    But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nicotine pouches may be “the biggest consumer product story this decade.” Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool Companies discussed: WMT, COST, PMI, MO, TPB Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Christine Benz Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 mins
  • Netflix: Show Me the Ad Money

    Netflix: Show Me the Ad Money
    Nov 18 2024
    Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial. Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
  • Charles Duhigg on How Silicon Valley Learned to Lobby

    Charles Duhigg on How Silicon Valley Learned to Lobby
    Nov 17 2024
    Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss: - How Airbnb mobilized voters in San Francisco. - The battle to regulate artificial intelligence. - How the crypto industry is building political power. Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster Companies discussed: MSFT, ABNB, COIN Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 mins
  • Valuation 101

    Valuation 101
    Nov 16 2024
    Price matters. But how do you build a case for what the right price is? Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric. - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count. Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
  • Subscribers Drive Spotify and Disney

    Subscribers Drive Spotify and Disney
    Nov 15 2024
    It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. - Why Cava and Instacart are both taking a breather post-earnings - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 mins
  • Is ESPN Undisruptable?

    Is ESPN Undisruptable?
    Nov 14 2024
    The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Sign up for Breakfast News: breakfast.fool.com Companies discussed: DIS, AMZN, RKLB Visit our sponsor: www.vanta.com/fool Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins