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...
The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.
(00:21) Jason Moser and Emily Flippen break down:
- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.
- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.
- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.
(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.
(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis
Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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40:01
Cyclical Stocks Cycle
Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.
(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:
- The expectations, and real business performance of The Trade Desk.
- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.
- How restaurants are responding to egg shortages.
Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.
Companies discussed: TTD, HOOD, CRBL, CELH, PEP
Host: Ricky Mulvey
Guests: Alicia Alfiere, Sanmeet Deo
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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28:20
Musk Applies For New Job
Now he wants to run OpenAI.
(00:21) Jason Moser and Mary Long discuss:
- Elon Musk’s bid for OpenAI
- What BYD’s rollout of self-driving technology means for Tesla
- Revitalized interest in Upstart’s AI lending platform
- Developments in the buy now, pay later space
Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
Learn more about your ad choices. Visit megaphone.fm/adchoices
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28:18
A Shopify Takeover
We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:
- Shopify as a 100-year company.
- What a change in de minimis rules would mean for merchants.
- Shopify’s growth levers.
Company discussed: SHOP
Got a question for the show? Email us at [email protected]
Note: Ricky Mulvey has a position in SHOP
Host: Ricky Mulvey
Guests: Asit Sharma, Harley Finkelstein
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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28:15
Dunkin', Kendrick on Offense at Super Bowl
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.
WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: 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.
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