Podcast Episodes

Salesforce Increases Its Focus (and Buybacks)

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition  - The doubling of th…

Published on 2 years, 9 months ago

4 Stocks We Just Bought

Lowe's continues a recent trend from major retailers.

(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that …

Published on 2 years, 10 months ago

Target's Improving Inventory

After a particularly rough 2022, Target is getting back to basics. 

(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger co…

Published on 2 years, 10 months ago

Buffett Brings The Heat

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.

(0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Be…

Published on 2 years, 10 months ago

The Resilience of Black Wall Street

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owne…

Published on 2 years, 10 months ago

Value Hunting

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss…

Published on 2 years, 10 months ago

Surprising Earnings, Conservative Management

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. 

(0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in th…

Published on 2 years, 10 months ago

Etsy's "Jedi Mind Trick"

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?

(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth…

Published on 2 years, 10 months ago

What Happened To Intel?

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed. 

(0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gel…

Published on 2 years, 10 months ago

2023: The Year of Cautious Guidance

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its fir…

Published on 2 years, 10 months ago