Motley Fool Money The Motley Fool

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.

(00:21) Jason Moser and Matt Argersinger discuss:
- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display.
- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.

(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.

(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.

Stocks discussed: PYPL, SPG.

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker
Engineers: Dan Boyd

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

Sales slow for the software company. But is that the end of the growth story?
At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.
Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU
Host: Mary Long
Guests: Tim Beyers, Asit Sharma, Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

On May 29, there is one investing account that deserves a celebration.

First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.

Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.

Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/

Companies discussed: CHWY, DKS, CAVA

Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Roger Young
Engineers: Dan Boyd, Austin Morgan
Learn more about your ad choices. Visit megaphone.fm/adchoices

Sometimes, great isn’t good enough.

(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.

Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.

Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB

Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Pryzlepa
Learn more about your ad choices. Visit megaphone.fm/adchoices

Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? 

Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:

The benefits of building an “anti-portfolio”

Why it pays to get outside of your own four walls

Lessons from a piggy bank auction


Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.

Companies discussed: CRM, AAPL, IBM

Host: Ricky Mulvey
Guest: Alex Dang, llya Strebulaev
Producer: Mary Long
Engineers: Tim Sparks, Heather Horton
Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?

Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:

The relationship between streamers, studios, and theaters.

How losing China as a distributor changes the dynamics of business – and creativity.

Where moviemaking goes from here.


Companies discussed: DIS

Host: Ricky Mulvey
Guest: Catie Peiper
Producers: Mary Long
Engineers: Tim Sparks, Chace Przylepa
Learn more about your ad choices. Visit megaphone.fm/adchoices