Are little luxuries are still scoring with consumers?

(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.

(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.

Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO

Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim Sparks

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

The Treasure Hunt Economy

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

Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

“This Looks Bad. Look Over Here.”

For anyone besides Netflix?

First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.

Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.

Tickers discussed: DIS, AXON, NFLX, GLD

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Desiree Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Streaming Profitable?

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  

(00:13) Jim Gillies and Dylan Lewis discuss:

- Berkshire’s past and future succession-- planning.
- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 
- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.

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

Monarch Money free trial offer: www.monarchmoney.com/fool

Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

What Buffett Is Selling and Saying

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.

“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.

They also discuss how these breaches work, and what you can do to protect yourself and your family.

Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows 

To become a Motley Fool member, head to www.fool.com/signup

Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN

Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

More AI = More Cyberthreats

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

The Treasure Hunt Economy

Download our free app to listen on your phone