We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. 
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy. 
- Chipotle’s preparations for “peak burrito.”

(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. 

Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG

Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan Boyd 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Margin Game

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option. 

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

- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly. 
- A sneaky company that’s another winner in the weight-loss market.
- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward. 

(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.

Companies discussed: HIMS, NVO, MCK, LLY, Wix

Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd 

Learn more about your ad choices. Visit megaphone.fm/adchoices

A New Name in Weight-Loss Drugs

So, you want to grow your wealth. What’s the best way to do it?

In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.

Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence.

Host: Chris Hutchins
Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench
Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long
Engineers: Exodus Media, Steve Broido
Learn more about your ad choices. Visit megaphone.fm/adchoices

Better Investment: Stocks or Real Estate?

The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.

(00:21) Jason Moser and Matt Argersinger discuss:
- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.
- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode. 
- The latest addition to Warren Buffett’s portfolio: Chubb.

(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.

(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..

Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, John Mackey
Engineers: Dan Boyd

Learn more about the Range Rover Sport at www.landroverusa.com
Learn more about your ad choices. Visit megaphone.fm/adchoices

Don’t Sleep on the Dow Jones

The streamer now has Christmas football games.

First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.

Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.

Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB

Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Lou Whiteman
Engineers: Dan Boyd, Steve Broido

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix Scores the NFL

Step aside, Siri. A new generation of AI voice assistants has arrived.

First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.

Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.

Stock Advisor discount for podcast listeners: www.fool.com/asit

Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH

Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jason Hall
Engineers: Dan Boyd, Heather Horton
Learn more about your ad choices. Visit megaphone.fm/adchoices

Margin Game

Download our free app to listen on your phone