Stock Advisor Roundtable

In this Stock Advisor Roundtable bonus episode, Motley Fool co-founder and CEO Tom Gardner shares his top 5 artificial intelligence stocks, talks about 1 top performer not in Stock Advisor, and tackles a number of other investing topics.

(0:30) Opportunities and Risks in Today's Market

(5:41) Potential Growth Indicator

(10:26) Other Indicators Investors Should Be Watching

(12:05) Top 5 Artificial Intelligence Stocks

(24:17) International Stocks

(26:00) Future of Kinsale

(28:34) Kinsale vs. Markel

(29:41) Future of Netflix

(33:39) Greatest Stock Not in Stock Advisor

(39:16) Preview of Upcoming Stock Advisor Highlights

Host: Brian Stoffel Guests: Tom Gardner Producer: Mac Greer Engineer: Rick Engdahl

The Stock Advisor team weighs in on our updated rankings, shares our first two recommendations of 2024, and discusses other developments in the Stock Advisor universe.

(0:32 ) Headlines

Andy Cross talks about the drama at Disney. Emily Flippen talks about a massive industry with untapped potential. Asit Sharma weighs in on the power of ambition.

(8:03 ) Newest recommendations

Emily makes the case for a software stalwart. Asit talks about a digital transformation platform.

(18:04) What We Think Now

The team weighs in on recent developments from a fitness apparel giant, an airport operator, and a communications software company.

(32:55) Rankings

The team shares our updated rankings.

(42:46) What We're Watching

Asit is watching stocks outside of the magnificent seven. Emily is watching inflation and unemployment. Andy has margins on his mind.

(49:19) Preview of Coming Attractions

Team Rule Breakers announces a new rec on Thursday, 1/18. Team Everlasting has a new rec on Thursday, 2/1. And we release our February Rankings on Thursday, 2/8.

Host: Brian Stoffel

Guests: Andy Cross, Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Rick Engdahl

In this Stock Advisor Roundtable bonus episode, host Brian Stoffel and Motley Fool co-founder and CEO Tom Gardner reflect on the current market and preview the year ahead. Tom talks about some big themes he's watching and explains why he thinks AI is the next internet.

(0:53) Investing headline for 2023

(2:38) Advice to investors who might be underwater from two to three years ago

(7:00) Reconciling doubling-down with dollar cost averaging

(10:42) Generative AI and investing

(15:59) How Tom is using ChatGPT

(17:34) Where AI is in the Gartner Hype Cycle

(20:44) Investing strategy and higher interest rates

(24:39) Wealth inequality and AI

(27:45) Investing strategy and higher tax rates

(30:20) Potential recession and investing

(32:34) One investor worth listening to

(32:56) Percentage of time evaluating leadership

(33:06) Why AI is the next Internet

(33:28) Autonomous vehicles

(33:38) One richly valued company just getting started

(34:24) One investing guarantee for 2024

(34:35) One investing opportunity for 2024

(35:22) Investing during an election year

(35:39) Biggest question for 2024

(36:49) One Black Swan prediction

(37:40) Upcoming Stock Advisor highlights

Host: Brian Stoffel Guests: Tom Gardner Producer: Mac Greer Engineer: Rick Engdahl

The Stock Advisor team weighs in on the latest recommendations and latest Stock Advisor news, and offers up some reckless predictions.

(0:35) Headlines

Emily Flippen talks about investing trends and the gulf between words and action. Asit Sharma explains why investors need to look for stocks that are velcro and not glue. Kirsten Guerra talks about why the year of efficiency may continue.

(4:59) Newest recommendations

Asit talks about the largest producer of natural gas in the United States. Kirsten talks about an online gaming platform with a strong network effect.

(13:27) What We Think Now

The team weighs in on recent developments from a pet supply retailer, a GPU giant, and a video game company.

(24:42) What We're Watching

Emily explains why she's concerned with consumer sentiment. Asit talks about why he's watching the IPO market. Kirsten talks about some recent speed bumps with autonomous driving.

(38:08) Reckless Predictions

The team offers thoughts on the Apple Vision Pro, unemployment, and Taylor Swift.

(36:59) Preview of Coming Attractions

Stock Advisor release its new rankings on December 14. We publish our Stock Advisor Roundtable bonus episode with Tom Gardner on December 20. And we have a new Stock Advisor recommendation on Dec. 21

Host: Brian Stoffel

Guests: Emily Flippen, Asit Sharma, Kirsten Guerra

Producer: Mac Greer

Engineer: Rick Engdahl

Sometimes, when the market's faith is broken, a long-term investment thesis remains intact. In this Stock Advisor Roundtable bonus episode, host Brian Stoffel, Motley Fool co-founder and CEO Tom Gardner, and analyst Asit Sharma discuss ten Stock Advisor recommendations that have declined more than 40% from their highs and rank their attractiveness going forward. The team also weighs in on two big-name acquisition candidates and discusses the future of Bitcoin.

( :51) What type of movement is needed in a stock to really grab Tom's attention?

(2:53) How do investors know the difference between a buying opportunity and a broken investment thesis?

(6:00) How can investors avoid anchoring and other emotional traps?

(9:20) Which beaten down Stock Advisor stocks still have the right stuff for investors?

(59:46) How will Bitcoin perform over the next five years?

For a transcript of this episode, click here.

Host: Brian Stoffel Guests: Tom Gardner, Asit Sharma Producer: Mac Greer Engineer: Rick Engdahl

The Stock Advisor team weighs in on the newest recommendations, the newest rankings, the earnings dance, and the latest news from the Stock Advisor universe.

(0:43) Headlines

Host Brian Stoffel and analysts Andy Cross, Emily Flippen, Kirsten Guerra, and Asit Sharma discuss investing types, uncertainty, earnings, and innovation.

(4:38) Newest recommendations

Emily talks about the dominant e-commerce player in South Korea. Asit talks about a dashing delivery and logistics company.

(11:32) What We Think Now

The team weighs in on five recommendations - a payroll and software company, an observability service, an online dating service, a specialty insurance company, and a data-in-motion platform.

(21:50) Stock Advisor Rankings

Our analysts discuss our updated rankings for November

(32:35) What We're Watching

Emily has her eyes on a potential government shutdown. Asit is watching a global logistics company. Kirsten has IPOs on her mind. And Andy has Nvidia earnings on his radar.

(37:19) Preview of Coming Attractions

For a transcript of this episode, click here.

Host: Brian Stoffel

Guests: Andy Cross, Emily Flippen, Kirsten Guerra, Asit Sharma

Producer: Mac Greer

Engineer: Rick Engdahl

In this Stock Advisor Roundtable bonus episode, host Brian Stoffel and Motley Fool co-founder and CEO Tom Gardner discuss evaluating companies, evaluating leadership, underrated metrics, and a motley array of other topics.

(0:48) What should investors prioritize when investing?

(3:04) How do you balance recommending stocks with knowing that investors have different goals?

(5:45) What's an investing metric you used to care about that you don't care about as much now?

(10:39) What's an undervalued metric?

(19:12) What do we overrate in leadership?

(25:54) How has being CEO of The Motley Fool changed the way you invest?

(30:04) How do you assess the risk of the U.S. limiting AI chips to China?

Host: Brian Stoffel Guests: Tom Gardner, Morgan Housel Producer: Mac Greer Engineer: Rick Engdahl

For the transcript of this episode, click here.

The Stock Advisor team weighs in on the newest recommendations, the newest rankings, and the latest news from the Stock Advisor universe.

(0:40) Headlines

Host Brian Stoffel and analysts Emily Flippen and Asit Sharma discuss strikes, stocks, and bonds.

(3:38) Newest recommendations

Asit talks about a leader in cybersecurity. Emily talks about the Amazon of Latin America.

(12:57) What We Think Now

The team weighs in on five recommendations - a music and podcast platform, an entertainment giant, a couple of software companies, and a gaming engine making a big change at the top.

(33:33) Stock Advisor Rankings

Our analysts discuss our updated rankings for October.

(46:24) What We're Watching

Emily has her eyes on Amazon Prime Day and consumer discretionary spending. Asit is looking for a surprise in S&P 500 aggregate earnings.

(49:14) Preview of Coming Attractions

Host: Brian Stoffel

Guests: Emily Flippen, Asit Sharma

Producer: Mac Greer

Engineer: Rick Engdahl

In this Stock Advisor Roundtable bonus episode, Motley Fool co-founder and CEO Tom Gardner, and Stock Advisor analysts Andy Cross and Asit Sharma dig into the latest Stock Advisor Rankings. The team talks about some unifying traits among the ranked stocks and weighs in our latest recommendation, an e-commerce powerhouse in Latin America. Tom talks about why a company with a multi-trillion dollar market cap is number one in our rankings. Andy discusses a high-end athletic apparel maker. And Asit talks about a cybersecurity company that's branching out.

(0:57) Why do we have Stock Advisor rankings?

(3:46) How should members use Stock Advisor rankings?

(7:58) September rankings

(29:50) How many stocks is too many stocks?

Have a question for Tom? Email us at [email protected]

Host: Brian Stoffel Guests: Tom Gardner, Andy Cross, Asit Sharma Producer: Mac Greer Engineer: Rick Engdahl

The Stock Advisor team weighs in on the latest recommendations, the latest rankings, and the latest news from the Stock Advisor universe.

(0:35) Headlines

Emily Flippen discusses the sector that went from worst to first. Kirsten Guerra talks about the decline in uncertainty and a return to balance. Brian Stoffel weighs in on supply chains, real estate, and post-pandemic dynamics.

(5:07) Newest recommendations

Emily talks about a leader in collaborative software and a three-time recommendation. Kirsten talks about a cloud infrastructure monitoring platform and a first-time recommendation.

(13:53) What We Think Now

The team weighs in on recent developments from a medical networking platform, a video communications company, a work management platform, and a leader in e-signatures.

(29:53) Stock Advisor Rankings

Our analysts discuss updated rankings and talk yoga pants, software, and iPhones.

(43:50) What We're Watching

The team weighs in on declining mobile game revenue and inverted yield curves.

(48:59) Preview of Coming Attractions

For a transcript of this episode, click here.

Host: Brian Stoffel

Guests: Emily Flippen, Kirsten Guerra

Producer: Mac Greer

Engineer: Rick Engdahl