Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?

Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:

Expanding your definition of competition.

Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.

Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”

Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Dan Boyd, Rick Engdahl

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Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.

Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.

Host: Ron Gross

Guests: Asit Sharma, Matt Argersinger, Ben Wallace

Engineer: Dan Boyd

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The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The 25% tariffs that the Trump administration announced for imported cars and auto parts.

- How Google is trying to respond to the next era of search.

- Robinhood’s quest to become the everything-finance app.

Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.

Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future

NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html

Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE

Host: Ricky Mulvey

Guests: Jason Moser, Anthony Schiavone

Producer: Mary Long

Engineer: Dan Boyd

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A discount retailer sheds some branches; a pet supply store picks up a few extra treats.

(00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings.

Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company.

Companies discussed: DLTR, DG, WMT, CHWY, SZL

Host: Mary Long

Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim

Producer: Ricky Mulvey

Engineers: Dan Boyd, Heather Horton

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Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- How Apple has driven Berkshire’s performance.

- Disney’s flat returns over the past five years.

- A jeans manufacturer that is smashing the market.

Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day.

Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Tariffs and tech bubbles and uncertainty, oh my!

(00:21) Asit Sharma and Mary Long discuss:

- Companies that could be celebrating on April 2.

- What’s to blame for last week’s market “freakout”

- 23andme’s bankruptcy filing

Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks.

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Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Travis Hoium

Engineers: Dan Boyd, Rick Engdahl

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What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.

Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:

- Trade wars

- Degloblalization

- The crypto industry

- And how investors ought to make sense of the news.

Host: Ricky Mulvey

Guest: Richard Bernstein

Producer: Mary Long

Engineer: Rick Engdahl

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Two of the most influential voices in the market had something to say this week.

(00:21) Asit Sharma and Jason Moser discuss:

- Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing.

- What Tesla investors need to know about the headlines around recent accounting concerns.

- Earnings updates and red market reactions for FedEx, Nike, and Accenture.

(19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.

(30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.

Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner

Engineers: Dan Boyd

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Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.

(00:21) Ricky Mulvey and Nick Sciple discuss:

- Takeaways from the Federal Reserve’s Open Market Committee Meeting.

- Netflix’s $320 million movie, The Electric State.

- Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply.

Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech.

Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers,

Engineers: Dan Boyd, Rick Engdahl

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Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?

(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:

- The coming generation of chips.

- Increased competition from hyperscalers.

- Partnerships in fast food, autonomous driving, and robotics.

Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.

Got a question for the show? Email [email protected]

Companies/tickers discussed: NVDA, PYPL

Host: Mary Long

Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis

Producer: Ricky Mulvey

Engineer: Dan Boyd, Rick Engdahl

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