Hidden Moats
Episode Date: November 26, 2022Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else want...
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2109 episodes transcribedSome moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else want...
Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss: - Humble Pie (aka, stocks we were wrong abou...
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Ch...
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions a...
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: - Bob Iger's second day back a...
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: - The b...
The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean...
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner abou...
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common. (0:21) Ron Gross discusses: - Getting inspirat...
One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Wal...
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it). (0:21) Jason Moser discusses: - Disney's...
More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, th...
Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clea...
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report...
A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bo...
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How...
Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's di...
Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports o...
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New Y...
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert...