Motley Fool Money

Price matters. But how do you build a case for what the right price is?  Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric.  - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count.  Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.  (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.  - Why Cava and Instacart are both taking a breather post-earnings  - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Sign up for Breakfast News: breakfast.fool.com Companies discussed: DIS, AMZN, RKLB Visit our sponsor: www.vanta.com/fool Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital channels. - How Toast is able to keep growing despite macro headwinds. Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX Host: Mary Long Guests: Tim Beyers, Rick Munarriz Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices