Stock Advisor Roundtable

Motley Fool co-founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks of the Future and Build Lasting Wealth. Topics include:

(00:35) Rule Breaking mindset

(02:59) Traits of a Rule Breaker stock

(07:12) Valuation

(10:27) Lessons from Yahoo!

(17:55) IPOs

(22:02) Investing through dark clouds

(25:46) Building a Rule Breaker portfolio

Host: Brian Richards Guest: David Gardner Producer: Bart Shannon, Mac Greer

(00:35) Headlines

• Apple slim phones
• Fed Reserve interest rate cuts
• 401K millionaires

(07:51) Newest Recommendations

• Sporty shoemaker
• Solid infrastructure company

(16:20) What We Think Now

• Google
• Synopsys
• Tesla

(28:25) What We're Watching

• Tech valuations
• AI demand
• Costco earnings

(36:00) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• Quarterly updates
• Bonus episode

Host: Brian Stoffel

Guests: Andy Cross, Emily Flippen, Loren Horst

Producer: Mac Greer

Engineer: Austin Morgan

Nvidia reported better-than-expected quarterly earnings on Wednesday. Will Nvidia continue to beat the market? Motley Fool Chief Investment Officer Andy Cross talks with Motley Fool contributor Jose Najarro about Nvidia earnings:

(01:41) Headline

(05:08) China

(09:19) Data center business

(15:52) Innovation

(21:44) Outlook

Host: Andy Cross Guest: Jose Najarro Producer: Mac Greer Engineer: Austin Morgan

(00:32) Headlines

• Opportunity and volatility
• AMD, Nvidia, and sharing
• AI and SaaS

(07:57) Newest Recommendations

• A high-flying space stock
• A fast-driving automaker

(20:17) What We Think Now

• The Trade Desk
• On Holding
• Lemonade
• Vertex Pharmaceuticals

(38:06) What We're Watching

• Market valuations and inflation
• Evolution of live entertainment

(41:10) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• Bonus episode

Host: Brian Stoffel

Guests: Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Austin Morgan

Motley Fool CEO and co-founder Tom Gardner recently shared a motley array of investing insights in our Quarterly Call. For our July Stock Advisor Roundtable Bonus episode, we're sharing the audio version of the Quarterly Call.

01:10 Message to Members

02:37 Current Market

03:55 When to Buy

07:11 Lessons from Past Markets

09:07 Using AI

12:55 AI Impact on Investing

15:24 AI Hype vs. Reality

20:30 Motley Fool Investing System

27:52 New Motley Fool Features

34:10 Five Investment Ideas

37:31 Embracing Risk

39:12 Closing Thoughts

Producer: Mac Greer

Guest: Tom Gardner

Engineer: Austin Morgan

(00:40) Headlines

• War, oil, and gold
• Weak dollar
• AI talent race

(09:16) Newest Recommendations

• A coffee giant's big opportunity, low expectations
• A trading powerhouse with record volume

(18:02) What We Think Now

• Adobe
• Nintendo
• McKesson

(27:57) What We're Watching

• Small cap returns
• Big tech layoffs
• Big tax changes

(34:54) Preview of Coming Attractions

Host: Loren Horst

Guests: Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Austin Morgan

Howard Marks is a celebrated value investor and founder of Oaktree Capital Management, which manages more than two hundred billion dollars. His memos have become must-reads in the investing world since he first started publishing them in 1990. Earlier this month, Marks sat down with Motley Fool CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and Senior Analyst Buck Hartzell for a conversation about the market, mindset, and what really matters.

(01:18) Current Market

(06:20) Risk Management

(11:15) The Most Important Thing

(14:27) Time Horizon

(17:04) What Really Matters

(22:09) Opportunity and Uncertainty

Host: Andy Cross Guest: Howard Marks Producer: Mac Greer Engineer: Austin Morgan

(00:33) Headlines

• Market rebound
• New tricks for the VIX
• Stock Advisor milestones

(06:03) Newest Recommendations

• A food service giant with an R&B singer's name
• An e-commerce powerhouse in South Korea

(16:05) What We Think Now

• Enphase
• Warners Bros. Discovery
• Lululemon

(25:36) What We're Watching

• E.L.F. and tariffs
• AMD and AI
• Nike earnings

(30:35) Preview of Coming Attractions

Host: Brian Stoffel

Guests: Andy Cross, Asit Sharma, Loren Horst

Producer: Mac Greer

Engineer: Austin Morgan

In this Stock Advisor Roundtable Bonus episode, Motley Fool co-founder and CEO Tom Gardner talks about market valuation, weighs in on what AI means for investment returns, and shares a few compelling Stock Advisor recommendations.

(00:47) Market volatility and the Potential Growth Indicator

(05:47) AppLovin, Progressive Insurance, & lessons learned

(11:18) Evolution in investing philosophy

(14:11) AI and qualitative variables

(20:47) AI and retail investors

(24:53) Role of human analyst in AI-driven world

(30:37) Lessons from dot-com bubble

(35:25) Contrarian views

(46:12) Compelling Stock Advisor companies

Host: Brian Stoffel Guests: Tom Gardner Producer: Mac Greer Engineer: Austin Morgan

(00:33) Headlines

• DoorDash buying spree
• Recession risks
• Buffett stepping down

(07:31) Newest Recommendations

• An athletic apparel maker getting back to basics
• A social media prescription for doctors

(16:59) What We Think Now

• Roblox
• Wingstop

(23:50) What We're Watching

• Removal of Apple in-app purchase fee
• ON Holdings earnings

(30:14) Preview of Coming Attractions

• SA Team RB recommendation
• Monthly rankings
• SA Team HG monthly recommendation

Host: Brian Stoffel

Guests: Andy Cross, Emily Flippen

Producer: Mac Greer

Engineer: Austin Morgan