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Motley Fool Hidden Gems Investing 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 personal finance and longer-form interviews.

Episodes

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Published 2022-03-24

3 Stocks We Just Bought

28 min
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If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses: - Why investors should expect more interest rate hikes this year - The increasing attractiveness of companies with pricing power and strong ROIC - Balancing growth stocks with profitable businesses that can self-fund their operations - Three stocks he just bought (and why he bought them)

(14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about.

Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX

Host: Chris Hill Guests: John Rotonti, Dylan Lewis, Jason Hall Engineer: Tim Sparks

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Published 2022-03-23

Adobe's No-Win Situation

28 min
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Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses: - Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus - How worried Okta's corporate customers should be - Why no one should expect Okta's public communications on its recent security breach to be highly detailed

(14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money.

Stocks: ADBE, OKTA, SHOP

Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond Engineer: Tim Sparks

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Published 2022-03-22

Who Wants To Be A Millionaire?

26 min
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If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss: - Nike’s earnings beat and global strategy - Okta’s hack, and what it means for the cybersecurity company - How rising fertilizer prices could cause wider-spread inflation.  

(10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers.

Stocks: NKE, OKTA, WFC

Host: Asit Sharma Guests: Auri Hughes, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2022-03-21

Price Matters

22 min
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After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes: - The reaction from investors - Berkshire-Hathaway's increased exposure to the insurance industry - Potential for another acquisition in the next few years - Buffett's patience and relentless focus on price, and what it can teach all investors

(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.

Stocks discussed: BRK, Y, CCL, DIS, AMC

Host: Chris Hill Guests: Jason Moser, Rick Munarriz, Arnold Donald Engineer: Tim Sparks

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Published 2022-03-20

The Inside Story of Instagram

30 min
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Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about: - How parent company Meta Platforms affects Instagram’s user experience today - CEO Mark Zuckerberg’s role in company acquisitions - The company’s shift into the metaverse Want more background on investing in metaverse stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: FB, SNAP, AAPL Host: Ricky Mulvey Guest: Sarah Frier Engineers: Tim Sparks, Rick Engdahl

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Published 2022-03-19

How to Evaluate Company Leadership

24 min
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You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss: - Identifying great corporate leaders - How excellent CEOs balance stakeholder needs - Why company culture is one of the most important competitive advantages Want more tips for evaluating a CEO? Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN Host: John Rotonti Guest: Auri Hughes, Alyce Lomax Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2022-03-18

0.25% Increase? No Problem!

39 min
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For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as: - GameStop's 4th-quarter loss - FedEx weathering challenges to get through its latest quarter - Williams-Sonoma closing out the fiscal year with record results - Amazon and Netflix making moves to strengthen their video streaming businesses - The latest from Starbucks, Accenture, and Walmart

(19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market.

(33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy.

Got a stock you want us to discuss? Post a review on Apple and include your stock pitch!

Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM

Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld Engineer: Steve Broido

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Published 2022-03-17

Russia/China: What's Next?

20 min
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Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs. 

(0:20) Bill Mann discusses: - How Russia's market remained closed - Potential for Russia to default on its debt - The one thing every U.S. investor should do if they have exposure to Russian stocks - Chinese stocks suddenly rebounding on comments from the central government - Why he believes the turnaround is a "yellow flag" for investors

Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU

Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks

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Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks. (0:20) Jason Moser discusses: - The company's board of directors taking their time in searching for the next permanent CEO - Why Walgreens' CEO Roz Brewer should be at the top of the board's list of candidates - Starbucks' plan to reduce the use of disposable cups by 2025 (12:00) Emily Flippen and Asit Sharma take a closer look at a stock that's returned 250% over the past five years: Intuit. Stocks discussed: SBUX, INTU, ADBE Host: Chris Hill Guests: Jason Moser, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-03-15

Chinese Stocks? Not Now.

27 min
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The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors? (0:20) Bill Mann discusses: - Why China's government is happy with the SEC's threat - How a quick and easy end to this impasse is difficult to see - How the NCAA basketball tournament can help your approach to investing better - Why hoops programs with a history of winning records resemble winning businesses (14:00) Jennifer Gennaro Oxley, executive director of The Motley Fool Foundation, talks with Alison Southwick and Robert Brokamp about how thinking like an investor can lead to better outcomes in your charitable giving. Stocks discussed: YUMC, BABA, JD, BIDU, TCEHY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Jennifer Gennaro Oxley Producer: Ricky Mulvey Engineers: Rick Engdahl

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Published 2022-03-14

How to Be Less Emotional About Stocks

32 min
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It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders. (0:20) Jason Moser discusses: - A Berkshire-Hathaway shareholder proposal to have Buffett be replaced as chairman - Focusing on numbers instead of a company's story - Comcast getting into live sports in a bigger way - The "sports media rights" bubble remaining firmly intact (16:25) Entrepreneur and investor Moiz Ali understands Shopify both as a shareholder and a customer. He talks with Motley Fool senior analyst Yasser El-Shimy about Shopify's data insights and subscription platform, the bull case for the company, and more. Stocks discussed: BRK, TDOC, DOCU, AAPL, CMCSA, SHOP Host: Chris Hill Guests: Jason Moser,  Yasser El-Shimy, Moiz Ali Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-03-13

Understanding the Oligarchs

30 min
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Best-selling author Ben Mezrich has captured the attention of millions of readers with his true-life books about Facebook ("The Accidental Billionaires") and Las Vegas ("Bringing Down The House"). In this conversation with Dylan Lewis he revisits his 2015 book “Once Upon a Time in Russia” to talk about the rise of the oligarch and his experiences with Russia’s billionaire class. They discuss: - The history leading to the creation of Russia’s billionaire class - Potential ways oligarchs could affect Russian's war with Ukraine - Why Russia’s billionaires are closer to “The Sopranos” than the technology titans of Silicon Valley Books discussed: Once Upon a Time in Russia: The Rise of the Oligarchs - https://www.amazon.com/Once-Upon-Time-Russia-Oligarchs-ebook/dp/B00RM266ZM The Midnight Ride - https://www.amazon.com/Midnight-Ride-Ben-Mezrich/dp/1538754630 Host: Dylan Lewis Guest: Ben Mezrich Engineer: Rick Engdahl

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A company's financials are more than just a set of numbers. They can tell a story that helps us understand the core of a business and where its growth opportunity lies.

John Rotonti talks with fellow Motley Fool senior analyst Auri Hughes about the financials to watch before putting your money into a publicly traded company. They discuss: - Profit drivers in a company’s balance sheet - The portions of a 10-K that investors should pay close attention to - Metric that provide insights about a company’s growth prospects

Stocks discussed: AAPL, SBUX, CPRT, CNSWF

Host: John Rotonti Guest: Auri Hughes Producer: Ricky Mulvey Engineer: Tim Sparks, Rick Engdahl

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Published 2022-03-11

Amazon's Big Split, The Future of Work

40 min
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Last month is was Alphabet. This week Amazon became the latest mega-cap company to announce a 20-for-1 stock split. (0:45) Ron Gross and Jason Moser discuss how Amazon, without changing their underlying businesses, has found a way to strengthen ties with one of their key stakeholders (employees), as well as:

- DocuSign's strengthening business in the face of a declining share price - Enthusiasm for dating app Bumble - Ulta Beauty continuing to grow same-store sales - Chipotle and Jones Soda launching very different products - The latest from Oracle, Stitch Fix, and Marqeta

(19:00) Tess Vigeland, host of The Wall Street Journal's new podcast "As We Work", talks about the changing dynamics of the workplace, the rise of pay transparency, and the challenge facing companies hoping to retain employees. (35:30) Ron and Jason share two stocks on their radar: Intellia Therapeutics and Apple. Stocks discussed: AMZN, DOCU, ORCL, SFIX, BMBL, MQ, ULTA, CMG, JSDA, NTLA, AAPL You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit Investing questions? Email podcasts@fool.com Host: Chris Hill Guests: Jason Moser, Ron Gross, Tess Vigeland Engineer: Rick Engdahl

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That's how Bill Mann describes the importance of the oil & gas industry in Russia. (0:20) As we take stock of where we are at this moment, Bill discusses: - Ripple effects for European countries - Whether seizing property of Western companies would spell the end of foreign investment in Russia - Why Energy Secretary Granholm's recent comments give him hope - Rising raw material costs affecting companies like McDonald's and Domino's Pizza - The J Curve (12:15) If Russia provides just 3% of America's oil supply then why have gas prices spiked? Ricky Mulvey talks with Nick Sciple to get some context. Stocks discussed: MCD, SBUX, KO, DPZ Host: Chris Hill Guests: Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineers: Rick Engdahl

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Published 2022-03-09

Apple Sends a Message

25 min
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The hour-long event gave Apple the chance to highlight multiple upgrades to their devices, but some were more noteworthy than others. (0:20) Tim Beyers discusses: - How the new iPhone SE indicates Apple's unwillingness to cede market share to anyone - Pricing the Max Studio desktop for a small consumer base - The "super chip" powering the Max Studio - Live sports being added to Apple+ - Netflix taking a "never say never" approach to ads on their platform (13:00) Rickey Mulvey moderates a "bull vs. bear" debate between Matt Frankel and Jason Moser over Block (aka, the company formerly known as Square). Stocks discussed: AAPL, DELL, NFLX, DIS, SQ, UA Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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On this day in 2002, The Motley Fool launched its first subscription service: Stock Advisor. To celebrate we're not breaking out champagne and cake. Instead, we've gathered three members from our investing team (Andy Cross, Asit Sharma, Emily Flippen) to share some of the most important lessons learned over the past two decades, including: - The idea that sometimes the best place for new money is a stock you already own - Importance of diversification - Putting money into the stock market on a regular basis - The challenge (and payoff) of letting your winners run Stocks discussed: SFIX, LMND, NFLX, CWBHF, BBY Host: Chris Hill Guests: Andy Cross, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-03-07

How To Write an Investment Thesis

28 min
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Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis. (0:25) Jason Moser discusses: - Recognizing short-term catalysts - Why home improvement is "one of the most obvious long-term trends out there" - Travel and return-to-work being two trends worth watching (15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including: - What are its competitive advantages? - Who's running the company? - Will broader trends help or hurt? Stocks discussed: BKNG, HD, LOW, MSFT, DUOL Host: Chris Hill Guest: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-03-06

The Bull Case for Bitcoin

26 min
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Motley Fool co-founder and CEO Tom Gardner interviews Michael Saylor, CEO of MicroStrategy, an enterprise software and business intelligence company. Saylor has put billions of his company’s money into Bitcoin and hundreds-of-millions of his personal wealth into the cryptocurrency. They discuss: - Bitcoin as a hedge against an increasing money supply - Environmental implications of mining cryptocurrency - The security of Bitcoin’s network Additional Resources: What Is Bitcoin? Should You Invest? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin/ Investing in Bitcoin ETFs - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin-etfs/ Hosts: Tom Gardner, Chris Hill Guest: Michael Saylor Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-03-05

Where Do Stock Ideas Come From?

19 min
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Buying any stock starts with an idea, but where do you find them? Consider this a starting spot for investors. John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy in a discussion about finding stock ideas and what to look for once you've found them. They discuss: - Using 3rd-party research tools to discover new companies. - What to look for in investor letters and 10-Ks - The utility of “cloning” versus using stock screeners Stocks discussed: KKR, AMZN, KIND, SNAP, FTCH, ETSY Additional resource: How to Find Investment Ideas - https://www.fool.com/investing/how-to-invest/stocks/where-find-investment-ideas/

Hosts: John Rotonti Guests: Yasser El-Shimy, Auri Hughes Producer: Ricky Mulvey Engineer: Tim Sparks, Rick Engdahl

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Nearly 700,000 jobs were added to the U.S. economy in February. The biggest gains were in the leisure and hospitality industries. Apple, Alphabet, and other Silicon Valley companies announced plans for returning to their offices. (0:30) Jason Moser and Emily Flippen discuss employers taking an "omnichannel" approach with their employees, as well as: - Target's stellar results - Costco's mixed quarter - Salesforce focusing on Slack (instead of more big acquisitions) - Disney's plan to launch an ad-supported tier for Disney+ - The latest from Sweetgreen, Domino's Pizza, Best Buy, Elastic, and Zoom Video (31:00) Emily and Jason answer a listener's question about whether to sell index funds in order to buy more stocks, and share two stocks on their radar: Bilibili and Accenture. Stocks discussed: AAPL, GOOG, GOOGL, CRM, TWTR, TGT, COST, SG, DPZ, BBY, ESTC, DIS, NFLX, ZM, CAN, BILI You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit Investing questions? Email podcasts@fool.com Host: Chris Hill Guests: Emily Flippen, Jason Moser Engineer: Rick Engdahl

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Published 2022-03-03

Buffett’s Next Acquisition?

28 min
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“We’re not stock pickers, we’re business pickers.” Warren Buffett’s most recent letter reminded investors of the discipline he and his investing team at Berkshire-Hathaway apply to their work each day. And while there’s nearly $150 billion in cash on the balance sheet, Buffett still hasn’t pulled out his famed “elephant gun” just yet.

(0:25) John Rotonti discusses: - His top takeaway from the letter

- Buffett’s praise for Apple CEO Tim Cook

- The case for Berkshire-Hathaway buying semiconductor design company Arm Limited (13:00) Dylan Lewis and Jason Hall discuss two unexpected companies that are winning due to higher inflation. Stocks discussed: BRK, AAPL, NVDA, F, GM, TSLA, MA, BIP, SBUX Host: Chris Hill Guest: John Rotonti, Dylan Lewis, Jason Hall

Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-03-02

Allocation Strategies for a Down Market

24 min
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Between President Biden's State of the Union address and Fed Chair Jay Powell testifying before the U.S. House Committee on Financial Services, there are multiple investing-related stories coming out of Washington, DC. (0:25) Bill Mann discusses: - The current state of play for the oil & gas industry - Why investors should be looking at exploration and production companies - How the stock market has already priced in the first interest rate hike of 2022 - The increasing lure of businesses with great free cash flow and the ability to raise prices. (13:00) Jason Moser and Matt Frankel share allocation advice for a down market. Stocks discussed: OXY, GOOG, GOOGL, AAPL, BRK, RHP, PYPL, SQ Host: Chris Hill Guest: Bill Mann, Jason Moser, Matt Frankel Engineer: Rick Engdahl

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Published 2022-03-01

Which Pandemic Stocks Are Holding Up?

32 min
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The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others. (0:25) Tim Beyers discusses: - Zoom's continued customer growth and gross margins - CEO Eric Yuan's steady approach to offering guidance - Why he believes DocuSign and DoorDash have staying power. - Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner. - Pizza preferences! (15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot. Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB Our email address is podcasts@fool.com Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2022-02-28

Russia: Explaining Sanctions and SWIFT

20 min
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The fallout from Russia's invasion of Ukraine has investors asking a lot of questions. And while some in the financial media are eager to draw quick and hard conclusions, there are still a lot of unknowns. (0:25) Bill Mann discusses: - The impact of U.S. and European economic sanctions - SWIFT (Society of Worldwide Interbank Financial Telecommunications) and why it's so important - Switzerland abandoning its neutrality in favor of freezing Russian assets - His continued interest in the oil & gas industry right now - An important step anyone should take before making charitable contributions The website we discussed is http://charitynavigator.org Host: Chris Hill Guest: Bill Mann Engineer: Rick Engdahl

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Published 2022-02-27

The Dropout: Fraud in Silicon Valley

25 min
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Based on the hit podcast of the same name, "The Dropout" is a new mini-series starting March 3rd on Hulu. Rebecca Jarvis, chief business correspondent at ABC News and host of the podcast, discusses the story of Elizabeth Holmes. Founder of Theranos in 2003, Holmes was ultimately convicted of multiple counts of fraud. Jarvis shares: - What made Holmes tick - The nuance of "faking it 'til you make it" - Whether Silicon Valley could produce another Theranos today Stocks mentioned: AAPL, LYFT, UBER Host: Olivia Zitkus Guests: Rebecca Jarvis Producer: Ricky Mulvey, Emily Scharnhorst Engineer: Rick Engdahl, Tim Sparks

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Published 2022-02-26

Good Businesses in Bad Times

23 min
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If you want to do well as an investor, you have to get comfortable with the idea of holding great companies through difficult times. (Like the one we're in right now. Motley Fool senior analysts John Rotonti, Maria Gallagher, and Ron Gross take a look at how strong companies bounced back from difficult times, and how investors can apply those lessons today. They discuss: - The tough decisions from management at Domino’s and Apple that ultimately rewarded shareholders - How Disney found strength in its intellectual property - Key takeaways from investing through the Great Recession - Best Buy rebounding from being "Amazon’s showroom" Stocks discussed: DPZ, DIS, AAPL, BBY, AMZN, AMD, SBUX, PTON Host: John Rotonti Guests: Ron Gross, Maria Gallagher Producer: Ricky Mulvey Engineer: Rick Engdahl, Austin Morgan

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Published 2022-02-25

Why We Never Try To Time The Market

39 min
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A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss: - Etsy increasing their seller transaction fee - Block's transaction revenue growth - Home Depot and Lowe's getting different reactions from similar 4th-quarter reports - The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings (19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk. (32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target) Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, TTD, ZM, COST, DIS, DPZ, MSFT, TGT Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green Engineer: Rick Engdahl, Austin Morgan

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Published 2022-02-24

The Latest Correction

19 min
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With the S&P 500 officially in "correction territory" it's worth remembering that these happen more often than we remember. Timing the market is nearly impossible, which is one more reason we play the long game and stay in the market. (0:25) Chief Investment Officer Andy Cross discusses: - How often we experience corrections - The added uncertainty of Russia invading Ukraine - Nasdaq stocks falling even further - Why being a net-buyer of stocks is so much better than trying to time a market bottom - The importance of taking a break (now and then) from financial news If you're looking for more guidance and stock ideas, check out our free Investing Starter Kit:  http://fool.com/StarterKit Stocks discussed: ZM, HD Host: Chris Hill Guests: Andy Cross Engineer: Rick Engdahl

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Published 2022-02-23

Acquisition Mindset

29 min
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2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-02-22

Watching Business Evolution in Real Time

27 min
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Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees.

(0:20) John Rotonti discusses: - Farley's plan to create a separate division for Ford's EV business - The likelihood of other automotive companies following suit - Home Depot's highlights after a stellar fiscal year - Whether today's stock drop creates a good entry point for long-term investors looking to add Home Depot to their portfolio (14:30) Now that we're well past Valentine's Day, Alison Southwick and Robert Brokamp offer financial planning tips for singles. Stocks discussed: F, TSLA, GM, HD Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-02-20

Volatility = Price of Admission

25 min
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The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with bestselling author Morgan Housel about: - Why time in the market is more important than your yearly return - How to think about the ups-and-downs as the cost of admission to investing - Why boring companies can make great investments

Stocks discussed: FB

Host: Maria Gallagher Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Published 2022-02-19

Making Sense of Stock Drops

35 min
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History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including: - What to look for from company executives as they respond to crises - Questions to help decide if companies are going through structural or cosmetic problems - How to revisit an investment thesis

Stocks: META, LULU, ZM, NFLX, GE, CMG, PTON

Host: Ricky Mulvey Guest: Asit Sharma Engineers: Dan Boyd, Rick Engdahl Special thanks to Steve Broido for voicing “Amazing Moments in Market Volatility!”

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After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small revenue miss - The Trade Desk wrapping up a strong year

(19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing.

(33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy.

Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com

Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY

Host: Chris Hill Guests: Emily Flippen, Jason Moser, Rory Kennedy Engineer: Dan Boyd, Rick Engdahl

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Published 2022-02-17

"This is why we can't have nice things!"

25 min
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(0:20) Maria Gallagher discusses: - Nvidia wrapping up the fiscal year with strong results across the board - DoorDash increasing orders as well as the amount of money spent per order - Surprisingly strong guidance for DoorDash's 2022 - Cheesecake Factory having pricing power?

(14:45) Jason Moser and Matt Frankel do a deep dive on PayPal.

Are you ready for February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap - The company's new partnership with JD.com - Airbnb's record revenue last year - Hotel stocks hitting new all-time highs - The wisdom of Ron Gross

(17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present.

What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS

Host: Chris Hill Guests: Bill Mann, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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Published 2022-02-15

Intel's $5 Billion Bet

28 min
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(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems.

(16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship.

What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON

Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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Published 2022-02-14

Bull vs. Bear: American Express

29 min
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(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger.

(16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express. You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney

What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com

Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK

Host: Chris Hill Guests: Jason Moser, Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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Published 2022-02-13

Designing A More Engaged Work Life

32 min
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The principles of design can improve your life at work. Really. Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts. Producer Ricky Mulvey talks with Evans about:  - The power of creating a “good enough for now” mindset  - Deciding whether to quit or reinvent your job  - How to create more spontaneity in a hybrid-work environment Stocks discussed: PINS, AAPL, HPQ   Host: Ricky Mulvey Guests: Dave Evans Engineers: Dan Boyd

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Published 2022-02-12

The Business Side of Super Bowl 56

35 min
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Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including: - How broadcasters and streaming companies approach live sports - The challenge of getting subscribers to stick with a streaming service - Why some consumer goods companies are aiming for more than just brand recognition - Sports betting's evolution and growth - Prop bets!

Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN

Host: Dylan Lewis Guests: Maria Gallagher, Asit Sharma, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-02-11

Who's Got Pricing Power?

39 min
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Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk

Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events.

What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com

Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD

Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl

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Published 2022-02-10

1 Business, SO MANY Opinions!

24 min
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(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO

(13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business.

Stocks discussed: DIS, CHWY, PTON, APRN, BIRD

Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit

Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-02-09

Chipotle's Pricing Power is Real

24 min
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(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations

(15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares

Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/

Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA

Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today: - Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges" - Steven Spielberg proving that past performance is generally a good indication of future results - Alison Southwick and Robert "Bro" Brokamp discuss how to talk about money with that special someone in your life (16:00)

Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit

Stocks: PTON, CMG, NVDA, SFTBY

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-02-07

Why We're Not Sweating the Fed's Next Move

24 min
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Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Also on today's episode: - Spirit Airlines and Frontier agree to merge, creating the 5th-largest airline in the U.S., with a strong emphasis on leisure travel - What's the main driver of a toy business? Hasbro's TV production division gets the credit for stronger-than-expected 4th quarter - Deirdre Woollard and Matt Argersinger discuss real estate investing and why they're not worried about the Federal Reserve raising interest rates (17:00)

Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit

Stocks: AAPL, AMZN, NKE, PTON, SAVE, ULCC, HAS, MAT, PLD, STAG, EGP

Host: Chris Hill Guests: Jason Moser, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-02-06

Diving Into 5G

33 min
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Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just faster speeds for your phone– 5G technology could change the way you bank, game… and even smoke your ribs.

Additional topics include: - The fundamentals of 5G - Implications on artificial intelligence, internet-of-things devices, immersive technology, and connected vehicles - Allocation strategy for 5G investors

For more information on investing in 5G stocks, click here: https://www.fool.com/investing/stock-market/market-sectors/communication/5g-stocks/

Stocks: QRVO, TSLA, T, QCOM, CCI, AMT, AX, V, MSFT, ATVI, TCEHY, SONY

Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Published 2022-02-05

Investing When You’re Down

32 min
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Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunistic in a down market, and how to think about your cash position.

If you have cash and our looking for stock ideas, our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit

Stocks: SBUX, AMZN

Host: Tim Beyers Guest: Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Published 2022-02-04

“This is why we invest the way we do.”

39 min
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The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult but still important to remember how much better investing can be when we focus on the long term. Jason Moser and Emily Flippen share some perspective on their approach to investing and discuss: - Amazon's digital ad business and raising the cost of Prime to $139 - Alphabet splitting its stock (20 for 1) and posting huge 4th-quarter results - Meta Platforms battling "an unprecedented level of competition" - Snap's 1st-ever quarterly net profit - PayPal continuing to struggle with its transition away from eBay - Pinterest increasing revenue while losing global users - The latest from Qualcomm, Spotify, AMD, and Starbucks - Two stocks on their radar: Chipotle and Tenable Holdings

Want 15 more stock ideas? They're included in our free Investing Starter Kit. Get your copy at http://fool.com/StarterKit

Stocks: AMZN, GOOG, GOOGL, FB, AAPL, SNAP, PYPL, PINS, QCOM, SPOT, AMD, SBUX, MKC, DASH, SHAK, TENB, CMG

Host: Chris Hill Guests: Emily Flippen, Jason Moser Engineer: Dan Boyd

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Published 2022-02-03

2 Companies Testing Investors' Patience

33 min
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This is one of those times when almost no company is going to get the benefit of the doubt from Wall Street and investors in general. Meta Platforms and Spotify are two timely examples. Meta Platforms faces headwinds in the form of inflation, its own investments, and Apple's new iOS privacy changes. Spotify is showing growth, but guidance has some spooked and the latest controversy involving podcast host Joe Rogan isn't helping matters either. Tim Beyers analyzes both companies and discusses the very public roles that CEOs Mark Zuckerberg and Daniel Ek are taking as their companies deal with varying challenges. Plus, Dylan Lewis and Brian Feroldi do a deep dive on Digitalocean, a cloud company some are comparing to a young Shopify.

Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit

Stocks: FB, SPOT, AAPL, ALGN, DOCN, AMZN, MSFT

Host: Chris Hill Guests: Tim Beyers, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-02-02

Investing in Great Leadership

29 min
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Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks) have been running their respective companies for years, giving investors a track record by which to judge them. While all three stocks have been long-term winners, each is in the spotlight for a different reason. Alphabet announced a 20-for-1 stock split. PayPal's guidance sent shares to their worst day ever. Starbucks plows ahead in the face of multiple headwinds. Ron Gross analyzes each business through the lens of their CEOs and the leadership teams they've built around them. Plus, Ricky Mulvey talks with Maria Gallagher about the history of the NASDAQ and why it matters to investors today.

To read about seven more top CEOs click here: Just go to https://www.fool.com/investing/how-to-invest/top-ceos/

Stocks: GOOG, GOOGL, PYPL, NFLX, SBUX, MSFT, META, TSLA

Host: Chris Hill Guests: Ron Gross, Maria Gallagher Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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