Thu, 30 September 2021
Home prices in July rise nearly 20%. Bed Bath and Beyond shares fall more than 25% on falling store traffic and “pervasive” problems with supply chain. Matt Argersinger, lead investor for Millionacres (The Motley Fool’s real estate investing service), analyzes those stories and shares how he’s learned to embrace the volatility of months like September. |
Wed, 29 September 2021
Dollar Tree pops on an increased share buyback plan and strategy to selectively increase prices. Online eyeglasses retailer Warby Parker goes public via direct listing. Asit Sharma analyzes those stories and shares why he’s a fan of British software development company Endava. |
Tue, 28 September 2021
Mastercard enters the world of “buy now, pay later”. Spotify launches its first global campaign to win over advertisers. Jason Moser analyzes those stories and answers a listener question about buying more shares of a stock after its fallen. |
Mon, 27 September 2021
In the wake of recent revelations published in The Wall Street Journal, Facebook hits the pause button on “Instagram for Kids”. Electric carmaker Polestar nears a $21 billion deal to go public via SPAC. Maria Gallagher analyzes those stories and the potential for Best Buy’s new “Total Tech” membership program. |
Thu, 23 September 2021
BlackBerry shares pop after 2nd-quarter results were better than expected. Darden Restaurants hits an all-time high after surprisingly strong results in the fine dining segment. Jim Gillies analyzes those stories and shares why the complete overhaul of eHealth’s management team intrigues him as an investor. |
Wed, 22 September 2021
Bellwether company FedEx falls after a rough start to the fiscal year and lowered guidance for the rest of it. Adobe posts record revenue in the 3rd quarter but shares of the software giant fall anyway. Andy Cross analyzes those stories and a surprisingly profitable quarter from Stitch Fix. |
Tue, 21 September 2021
Should Uber’s stock really have risen 10% after management increased guidance? With the SEC taking a closer look at it, what does the future of payment for order flow look like? Bill Mann answers those questions, discusses ARK Invest CEO Cathie Wood, and reacts to a fantastic arrest in New Zealand. |
Mon, 20 September 2021
Streaming services dominate the Emmy Awards. Amazon’s rise in the digital ad market is fueled by an increase in sponsored links atop search results. Jason Moser analyzes those stories and shares his thoughts on playing with house money? |
Thu, 16 September 2021
DoorDash shares pop on an upgrade. Walmart teams up with Ford Motor to test robo-deliveries in three cities. Alicia Alfiere analyzes those stories as well as the surprisingly good retail numbers from August. |
Wed, 15 September 2021
Apple rolls out new versions of the iPhone, iPad, and Apple Watch. Microsoft hikes its dividend and announces a $60 billion stock buyback plan. Tim Beyers analyzes those stories and shares why, despite the fact they generate good cash flow, he’s not a huge fan of McAfee’s business. |
Tue, 14 September 2021
Intuit buys MailChimp in a cash-and-stock deal worth $12 billion. Shares of Angi pop on encouraging numbers from August. Asit Sharma analyzes those stories as well as Taco Bell’s newest promotion: a taco subscription service. |
Mon, 13 September 2021
Disney announces the rest of its 2021 slate will hit movie theaters before heading to Disney+. Amazon gears up to launch a new line of TVs and possibly sign exclusive rights to the NFL’s “Sunday Ticket” package. Jason Moser analyzes those stories and offers a preview of Apple’s event on Tuesday. |
Thu, 9 September 2021
Shares of Lululemon Athletica hit an all-time high after huge 2nd-quarter results. Boston Beer pulls its earnings guidance and shares fall 8%. Bill Mann analyzes those stories, discusses the lack of communication from GameStop executives, and calls for Congressional hearings to investigate “holiday drift”. |
Wed, 8 September 2021
PayPal buys Paidy (a Japanese buy now, pay later company) for $2.7 billion. Asit Sharma analyzes the growing interest in the buy now, pay later industry, as well as the latest results from Coupa Software. As the Industry Focus podcast gets ready to record its 2,000th episode, Chris Hill answers a question he’s gotten several times over the years. |
Tue, 7 September 2021
A slow news day means it’s time to break out a round of “Yes, No, Maybe So”. Jason Moser shares why he’s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he’s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies. |
Wed, 1 September 2021
Why was one of history’s most celebrated writers vastly underpaid? What can Poe teach us about the gig economy and getting ahead in our own careers? Catherine Baab-Muguira answers those questions and shares other highlights from her new book, Poe for Your Problems: Uncommon Advice from History’s Least Likely Self-Help Guru. Discover more about the book at https://www.amazon.com/Poe-Your-Problems-Uncommon-Self-Help/dp/0762499095 |