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 anal...
Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?
(00:14) David Meier and Dylan Lewis discuss:
- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.
- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.
- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.
(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett
Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR
Host: Dylan Lewis
Guests: David Meier, Asit Sharma, Mary Long
Producer: Ricky Mulvey
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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31:29
Introducing the Dividend Seven
Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:
- How a company enters into the Dividend Seven.
- If Home Depot can still be a growth stock.
- The metrics that dividend investors need to understand.
- Companies that have raised their dividend for decades.
Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineers: Desireé Jones, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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31:52
2024 in Review: Energy
It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.
Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:
- How the US has gotten more efficient at extracting oil from the ground.
- The challenges facing companies hoping to build small nuclear reactors.
- Flatlining investor interest in renewables.
Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR
Host: Ricky Mulvey
Guest: Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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31:02
Your “Portfolio Wrapped”
Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.
(00:14) Jason Moser and Asit Sharma discuss:
- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.
- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.
- What reinvention Airbnb might be scheming up for 2025.
- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.
(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.
(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.
Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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38:54
Bitcoin Breaks $2 Trillion
The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.
(00:14) Jason Moser and Ricky Mulvey discuss:
- The murder of Unitedhealthcare’s CEO.
- What’s contributed to Bitcoin’s rise to $100,000 per token.
- Chewy’s trouble finding new customers.
Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.
Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP
Host: Ricky Mulvey
Guests: Jason Moser, Sanmeet Deo
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
New Zealand