Motley Fool Money

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

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

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

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

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

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

A lot, actually. (00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy. Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college. Check out the Range Rover Sport at www.landroverusa.com Got a question for the show? Email us at podcasts@fool.com Companies discussed: JPM, CAVA, SG, TXRH Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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. Chris Hutchins from All the Hacks moderates the conversation. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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

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

Uber’s earnings may seem a little hand-wavy, but there's more to the story. At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast. Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper. Tickers discussed: UBER, SICP, JOBY, TOST Host: Mary Long Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

For anyone besides Netflix? First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise. Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024. Tickers discussed: DIS, AXON, NFLX, GLD Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices