Earnings season kicks off on Friday. What should investors be watching?
 (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season
 (16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.
 Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER
 Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd
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A Bull Case for Walmart

Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.

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Shopping

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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Customer is Key This Earnings Season

We’re talking big moves and Big Oil as earnings season continues.

At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.

At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.

Companies discussed: PTON, SHEL, XOM, COP

Host: Deidre Woollard
Guests: Jason Hall, Tom Chivers
Producer: Ricky Mulvey, Chace Przylepa
Engineers: Dan Boyd
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Peloton Needs A Wizard

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? 
- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures. 

(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s


Companies discussed: SBUX, AMZN, MCD

Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Henkes
Producer: Mary Long
Engineers: Dan Boyd 

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Starbucks Faces a Tall Order

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.

(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.

(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.

Companies discussed: PYPL, INTU, ZM, KNSL

Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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PayPal Turns Around (Slowly)

Ahead of earnings at Paramount, potential deals and rumors are flying.

At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.

At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.

Companies discussed: SOFI, INVH, DPZ, PARA

Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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A Bull Case for Walmart

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