))
We interview and study famous financial billionaires including Warren Buffett and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
The Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
Silicon Valley by The Investor's Podcast Network is hosted by Shawn Flynn. It is an in-depth look into the workings of companies based in Silicon Valley. It delves into up-and-coming startups, established giants and the views of people who are making a mark in the technology scene in Silicon Valley.
M
MarketFoolery
1
“I wouldn’t go near this with YOUR money.”
17:13
17:13
+
Play later
Play later
+
Lists
Like
Liked
17:13
Solar energy stocks have been on a tear, but is now the time to buy? What happens to the ever-popular PE Ratio if a company’s profits don’t exist? Jim Gillies tackles those questions and shares what he’s watching this earnings season. To get 50% off our flagship service, Motley Fool Stock Advisor, just go to www.StockIdeas.Fool.com.…
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
59:30
59:30
+
Play later
Play later
+
Lists
Like
Liked
59:30
In this episode, you'll learn: What is the intrinsic value of Charles Schwab The importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIM How to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When…
Fastly falls 25% as the edge cloud platform company warns of lower revenue from its biggest customer (TikTok). Sleep Number hits a new all-time high after strong 3rd-quarter profits surprise Wall Street. Emily Flippen analyzes those stories, as well how Peleton, Planet Fitness, YogaWorks and others are dealing with the evolving fitness industry.…
Apple’s iPhone 12 event was all about 5G. Tim Beyers analyzes the new devices and shares two additional companies with a stake in Apple’s fortunes. Plus we discuss the latest earnings from UnitedHealth and whether its worth holding on to shares of Disney that bought in 1993.
M
MarketFoolery
1
Disney’s Changing of the Guard is Official
21:48
21:48
+
Play later
Play later
+
Lists
Like
Liked
21:48
Disney CEO Bob Chapek reorganizes the business in an even greater commitment to streaming video. Johnson & Johnson’s 3rd-quarter earnings take a back seat to news about its Covid-19 vaccine trial. Shares of Ethan Allen pop on increased guidance for actual profits in the 1st quarter. Jason Moser analyzes these stories and gives a quick preview of wh…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 307: Making Informed Outsourcing Decisions - Smarter Software Outsourcing Podcast
29:46
29:46
+
Play later
Play later
+
Lists
Like
Liked
29:46
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/307 Smarter Software Outsourcing Podcast In this episode, Derek Gallimore guests in Smarter Software Outsourcing Podcast. Hosted by Frederic Joye of Arcanys, Smarter Software Outsourcing is a business's gateway to what goes on inside and outside a…
Twilio uses $3.2 billion worth of stock to buy Segment, a privately-held provider of customer data platforms. Apple and Amazon have big events on Tuesday, so how should investors be thinking about them? Jim Gillies analyzes those stories and discusses whether investors in their 20s should have a place in their portfolios for dividend-paying stocks …
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
1:01:24
1:01:24
+
Play later
Play later
+
Lists
Like
Liked
1:01:24
In this episode, you'll learn: The relationship between the velocity of money and liquidity Why we’re not living in a time of uncertainties, but actually living with certainty more than ever Why Ray Dalio’s idea of predicting cycles is not valid Why passive investing has Ponzi scheme traits when the money stops flowing in Why Paul Volker was a terr…
IBM shares pop as Big Blue announces a surprising spin-off. Morgan Stanley makes a $7 billion deal for Eaton Vance. Shares of Domino’s Pizza fall as rising cheese costs outweigh robust same-store sales in the 3rd quarter. Jason Moser analyzes those stories and reflects on National Pizza Month.
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 306: Data privacy in the Philippines: the laws and processes for the outsourcing industry
49:54
49:54
+
Play later
Play later
+
Lists
Like
Liked
49:54
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/306 Fortun, Narvasa & Salazar Derek Gallimore talks with Walter Robin Go, a partner at Fortun, Narvasa & Salazar Law Firm. Located in Makati, Fortun, Narvasa & Salazar is one of the leading firms in the country that handle several cases relating t…
Shares of Levi Strauss pop on strong 3rd-quarter online sales. AT&T looks to sell DirecTV for much less than the asking price. Sirius XM gets set to pay Howard Stern $120 million a year. Jim Gillies analyzes those stories and shares why he owns stock in one of Levi’s rivals.
M
MarketFoolery
1
Apparel Retail is Worse Than You Think
16:26
16:26
+
Play later
Play later
+
Lists
Like
Liked
16:26
Alteryx pops 25% after the data analytics software company raises guidance on 3rd-quarter results. The retail landscape is shifting dramatically with some companies seeing higher profit margins while apparel retail is in a world of hurt. Bill Barker analyzes those stores and discusses Mondelez shifting their capital allocation strategy.…
M
MarketFoolery
1
Movie Theater Stocks Have Two Problems
18:30
18:30
+
Play later
Play later
+
Lists
Like
Liked
18:30
Venmo introduces a new credit card. Movie theater stocks get pummeled as the 2nd-largest chain in the world closes all of its theaters in the U.S. and UK. Jason Moser analyzes those stories and talks portfolio allocation strategy as we dip into the Fool Mailbag.
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
49:47
49:47
+
Play later
Play later
+
Lists
Like
Liked
49:47
In this episode, you'll learn: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston an…
Bed Bath & Beyond pops more than 30% on a surprisingly strong 2nd-quarter report. Pepsi treads water as 3rd-quarter sales of snacks make up for weak soda sales. Playboy Enterprises plots a return to the public markets via a reverse-merger with Mountain Crest Acquisition. Jim Gillies analyzes those stories and shares why he’s intrigued by companies …
Disney lays off 28,000 employees from its U.S. theme parks. The deal between General Motors and Nikola gets some last-minute revisions as negotiations continue. Maria Gallagher analyzes those stories and discusses newly-public Asana Software.
McCormick posts a strong 3rd-quarter report and announces a 2-for-1 stock split. Google starts getting serious about charging a 30% fee within its Google Play platform. Bed Bath & Beyond partners with Instacart and Shipt on same-day delivery. Jason Moser analyzes those stories and discusses Brian Cornell’s leadership at Target.…
Sina Corp becomes the latest China-based business to go private. Amazon announces Prime Day and UPS gets an upgrade, but do either portend good things for the holiday retail season? Emily Flippen analyzes those topics and explains why investor shouldn’t rely on any single metric, including (especially?) the PEG Ratio.…
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)
47:06
47:06
+
Play later
Play later
+
Lists
Like
Liked
47:06
In this episode, you'll learn: Why Warren Buffett is buying Bank of America Which stocks Warren Buffett is selling right now Why Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditions Ask The Investors: What is the optimal asset allocation right now? BOOKS AND RESOUR…
CarMax falls despite strong 2nd-quarter results. Darden Restaurants rises despite 1st-quarter revenue dropping nearly 30%. Maria Gallagher analyzes those stories and discusses recent IPO Unity Software.
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 305: Outsourcing Insights and Career Highlights from an Offshore Operations Manager at Six Eleven
33:11
33:11
+
Play later
Play later
+
Lists
Like
Liked
33:11
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/305 Six Eleven BPO Derek Gallimore talks with Michael Mogan, operations manager at Six Eleven BPO. Located in Davao City, Six Eleven is one of the leading contact center and lead generation outsourcing company outside of Metro Manila. Michael give…
Nike’s digital sales in the 1st quarter propel the stock to a new all-time high. Stitch Fix posts a much bigger loss in the 4th quarter than Wall Street was expecting. Emily Flippen analyzes those stories and discusses Tesla’s “Battery Day” announcements.
AutoZone closes out the fiscal year with record same-store sales growth. Quibi is “exploring strategic alternatives”. Jason Moser analyzes those stories, and shares the 11 stocks in his “War on Cash” basket, “Healthcare & Wealthcare” basket, and “Triple A” basket.
Nikola’s founder quits effective immediately and shares of the electric truck maker fall 20%. Deutsche Bank and HSBC hit all-time lows in the wake of financial scandals. Brookfield Asset Management shares are down for the year, prompting questions of a potential buying opportunity for the stock. Bill Barker analyzes those stories and discusses the …
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
45:17
45:17
+
Play later
Play later
+
Lists
Like
Liked
45:17
In this episode, you'll learn: Why the performance of gold miners are lagging the performance of the price of gold How to invest in gold miners The details of Warren Buffett’s investment in gold Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special of…
Snowflake more than doubles on its 1st day as a public company. Sony announces two versions of the PlayStation 5 to compete with Microsoft latest Xbox news. Dan Kline analyzes those stories and weighs in on the latest in the world of sports betting as DraftKings, Caesar’s Entertainment, ESPN, and Penn National Gaming all make headlines.…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 304: PH outsourcing’s leading role in the $150bn gaming industry with Alvin Juban
45:58
45:58
+
Play later
Play later
+
Lists
Like
Liked
45:58
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/304 Alvin Juban Derek Gallimore talks with Alvin Juban, current president of the Game Development Association of the Philippines (GDAP). A subbranch of IBPAP, GDAP focuses mostly in the video game industry and the companies that develop these. the…
FedEx hits a new all-time high after 1st-quarter revenue hits a record $19.3 billion. Adobe shares fall a bit despite record revenue in the 3rd quarter. Apple unveils a new watch and new iPads, but it’s the Fitness+ service that’s getting more of the media’s attention. Brian Feroldi analyzes those stories and shares why more investors should know a…
Lennar Corp beats expectations (and improves gross margins) in Q3. Lowe’s launches their own “Shark Tank” to help small businesses. ViacomCBS announces that their “CBS All Access” streaming service will get a rebranding in 2021. Jason Moser analyzes those stories and more. HELPFUL TIP: If your podcast platform doesn’t show the latest episode of you…
Nvidia buys chipmaker Arm Holdings in a deal worth $40 billion. Oracle becomes TikTok’s technology partner in the U.S. Gilead Sciences buys cancer treatment-maker Immunomedics for $21 billion. Bill Barker analyzes those stories and discusses the NFL’s opening weekend and AB-InBev cutting in-stadium sponsorships.…
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)
46:52
46:52
+
Play later
Play later
+
Lists
Like
Liked
46:52
In this episode, you'll learn: Where Ray Dalio predicts money to flow after COVID-19 is over How Peter Thiel thinks about how technology is changing education from the outside in How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors. Eric Schmidt's thoughts about big tech monopolies a…
RH hits an all-time high as the luxury furniture retailer crushes its latest quarterly report. Citigroup announces Jane Fraser will become CEO starting in February, making her the first female CEO of a major U.S. bank. Maria Gallagher analyzes those stories as well as recently-public Rocket Companies.…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 303: Tech industry updates from Philippine Software Industry Assoc. (PSIA) President, Jonathan De Luzuriaga
49:08
49:08
+
Play later
Play later
+
Lists
Like
Liked
49:08
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/302 Jonathan De Luzuriaga Derek Gallimore talks with Jonathan De Luzuriaga, CEO of Spring Valley Tech and current President of the Philippine Software Industry Association (PSIA). He has been a guest of the podcast from the previous episodes 211, …
Slack falls 15% on slowing growth. Lululemon Athletica’s digital sales in the 2nd quarter rose 155% but Wall Street isn’t impressed. Casey’s General Stores hits an all-time high after strong 1st-quarter results. Jason Moser analyzes those stories and shares the two stocks that he and Matt Frankel just bought.…
Nikola Corporation shares pop 35% on a new partnership with General Motors. Peloton broadens its offerings of exercise equipment and Wall Street likes what it sees. Bill Barker analyzes those stories and discusses Tesla’s recent stock movements and ExxonMobil’s worsening financial situation.
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
58:02
58:02
+
Play later
Play later
+
Lists
Like
Liked
58:02
In this episode, you'll learn: How the low yield has changed the investment thesis for growth and value investors What is the optimal investing strategy dependent on your view on the COVID-19 vaccine What the dollar index is indicating for investors right now The difference and similarities of the US and European economies Whether the Euro and othe…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 302: Probe Group’s BPO acquisition spree, with Andrew Hume, CEO
37:47
37:47
+
Play later
Play later
+
Lists
Like
Liked
37:47
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/302 Probe Group Derek Gallimore talks with Andrew Hume, CEO of Probe Group. The company offers a wide range of outsourced services, from credit and collection, customer support and experience, to knowledge process outsourcing and shared services. …
If you listen to financial podcasts, you’re probably already familiar with Stig Brodersen. The co-founder of The Investor’s Network, he hosts “We Study Billionaires”, one of the most popular investing shows out there. We talked about his approach to investing, the markets he focuses on, how he looks at diversification, and why he’s keeping a close …
Zoom Video shares soar after 2nd-quarter revenue rises 355%. Liberty Oilfield Services shares pop 30% after a deal with Schlumberger. Bill Barker analyzes those stories, as well as Walmart’s unveiling of details on its new membership service.
Warren Buffett celebrating his 90th birthday by buying shares of the five largest trading companies in Japan. Bill Mann analyzes the latest move by Berkshire-Hathaway, the economic legacy of Japan’s Prime Minister Shinzo Abe, and the misplaced excitement over Apple and Tesla splitting their stocks.
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)
1:06:23
1:06:23
+
Play later
Play later
+
Lists
Like
Liked
1:06:23
In this episode, you'll learn: How to identify high-quality businesses and their moat How to make growth assumptions for your stock picks Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises…
Abbott Labs hits a new all-time high after the FDA approves the company’s rapid Covid-19 test. Tiffany and Dollar General issue 2nd-quarter reports, offering an interesting look at both ends of the retail spectrum. Jim Gillies analyzes those stories, and shares some compelling reasons why investors looking for steady yield should take a closer look…
M
MarketFoolery
1
“The most shocking earnings report since the pandemic began.”
18:09
18:09
+
Play later
Play later
+
Lists
Like
Liked
18:09
Shares of Salesforce.com rise 26% after 2nd-quarter profits double Wall Street’s expectations. Digital sales in Dick’s Sporting Goods’ 2nd quarter rise 194%. Urban Outfitters reports a profit in the 2nd quarter sending the stock up more than 20%. Emily Flippen analyzes those stories and shares which one is the most surprising.…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 301: Recruitment and headhunting in the new normal
40:33
40:33
+
Play later
Play later
+
Lists
Like
Liked
40:33
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/301 Talent Tree Solutions Derek Gallimore talks with Jerome Sanvictores, founder of Talent Tree Solutions. The company offers personalized and comprehensive human resources solutions for small and large businesses at a convenient cost. Derek and J…
The Dow Jones Industrial Average has it’s biggest shake-up in years. Amgen, Honeywell, and Salesforce.com will replace Pfizer, Raytheon Technologies, and ExxonMobil. Jason Moser analyzes the moves, as well as some eye-popping numbers in Best Buy’s 2nd-quarter report. We also dip into the Fool Mailbag to discuss the basket approach to investing.…
M
MarketFoolery
1
Safety Steps for Airlines, Movie Theaters
18:18
18:18
+
Play later
Play later
+
Lists
Like
Liked
18:18
Airline stocks rise on encouraging numbers from TSA and a green light from the EPA. The largest movie theater chains in America team up to create “CinemaSafe” protocols, but will audiences return? Bill Barker analyzes those stories, plus we dip into the Fool Mailbag to discuss what to do when one stock becomes 40% of your portfolio.…
W
We Study Billionaires - The Investor’s Podcast Network
1
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
1:33:40
1:33:40
+
Play later
Play later
+
Lists
Like
Liked
1:33:40
In this episode, you'll learn: Whether we will see a return of the liquidity crisis in the USD Whether we have another currency that can replace the USD as the global reserve currency Whether the world will continue to exponentially expand the global aggregated monetary baseline Why some companies are putting bitcoin on their balance sheet Ask the …
M
MarketFoolery
1
Potential Hotel Merger, Potential Airbnb IPO
21:20
21:20
+
Play later
Play later
+
Lists
Like
Liked
21:20
InterContinental Hotels Group and Accor are reportedly talking about a merger that would result in the largest hotel operator in the world. Airbnb takes a big step towards going public. Intel announces a $10 billion stock buyback plan. Bill Barker analyzes those stories as well as the latest earnings from L Brands. (Tangents include autumnal candle…
O
Outsource Accelerator Podcast with Derek Gallimore
1
OA 300 - Philippine economy amid pandemic
53:17
53:17
+
Play later
Play later
+
Lists
Like
Liked
53:17
Outsourcing podcast Get the full show notes for this outsourcing podcast here:outsourceaccelerator.com/300 PSA Philippines Consultancy This episode, Derek Gallimore talks again with Greg Wyatt, Director of Business Intelligence at PSA Philippines Consultancy, Inc. They provide risk consultancy services to businesses of all sizes. Months after Greg'…
Target and Lowe’s both hit new all-time highs after their 2nd-quarter reports, but it’s Target that’s breaking more than one record. Emily Flippin analyzes those stories, as well as the latest results from TJX Companies and Apple hitting a market cap of $2,000,000,000,000.
