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E-Cigarette Ruling Hits Wall St.

Motley Fool Money

Release Date: 06/22/2022

The New Bull Market show art The New Bull Market

Motley Fool Money

This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15)...

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Disney Passes Netflix show art Disney Passes Netflix

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The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix. Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney’s pricing power and streaming fatigue. - How Coinbase is faring through a Crypto Winter. - What Softbank is telling investors about the private markets. Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s...

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This Is When Amazing Companies Are Born show art This Is When Amazing Companies Are Born

Motley Fool Money

While some tech companies announce lay-offs, others are posting blowout earnings. (00:21) Deidre Woollard and Tim Beyers discuss: - How a decrease in consumer spending is hitting SaaS companies in unexpected ways. - Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors. Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one...

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The Wrong Side of The Learning Curve show art The Wrong Side of The Learning Curve

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Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S. - How Micron's current picture is similar to Nvidia's - Take-Two Interactive continuing its rough year by lowering guidance - Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth (13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a...

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Shopify: Bull vs. Bear show art Shopify: Bull vs. Bear

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What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney ...

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The War for Your Wallet show art The War for Your Wallet

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"We want a cashless society." That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss: - Incentives in the war on cash - How money transforms when it moves from your wallet to a Venmo account - Why cash is like an emergency staircase - How COVID changed the way we use money Stocks...

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Do CEOs Need Term Limits? show art Do CEOs Need Term Limits?

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What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as: - How Best Buy CEO Corie Barry pivoted during the pandemic - Mark Zuckerberg...

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Rise of the Machines, Jobs, and Earnings show art Rise of the Machines, Jobs, and Earnings

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The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio (19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: - Simon Property Group's latest results - Uber's record revenue in the 2nd quarter - eBay's surprisingly profitable business - Two stocks on their radar: Procore...

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Time to Buy Industrial REITs? show art Time to Buy Industrial REITs?

Motley Fool Money

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital (10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this...

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"A horrible use of $2 billion."

Motley Fool Money

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan - Match Group shares hitting a new low as the business clearly has work to do - MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference! (13:35) Ricky Mulvey talks with WSJ tech columnist...

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More Episodes

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses:
- Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news
- Why one of Altria's main competitors is unaffected
- How he thinks about "sin stocks" as a category of investing

(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.

Stocks discussed: MO, BTI, MSTR, META, NVDA

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