Episodes
Shares of Crocs pop nearly 10% after a strong 3rd quarter and raised full-year guidance. IBM falls after disappointing results from its two largest divisions. Ron Gross analyzes those stories, discusses Facebook’s potential name change, and shares where Kit Kats and Reese’s Peanut Butter Brittle Cups fall in the pantheon of Halloween candy.
Published 10/21/21
3rd-quarter subscribers come in higher than expected for Netflix, but shares drop anyway. 5G adoption helps boost Verizon’s 3rd-quarter results. The Verge reports that Facebook will unveil a new name for the company next week. Tim Beyers analyzes those stories and shares his thoughts on overrated/underrated Halloween candies.
Published 10/20/21
Costs are rising for Procter & Gamble but 1st-quarter profits still came in higher than expected. Bank of New York Mellon continues a solid 2021 with 3rd-quarter beats on the top and bottom lines. Asit Sharma analyzes those stories and Walmart’s potential for earnings growth.
Published 10/19/21
Shares of Zillow Group fall 10% as its home-buying service goes on a brief hiatus. Disney postpones a slate of movies over the next two years as the CEO (reportedly) looks at the pros and cons of spinning off ESPN. Jason Moser analyzes those stories and discusses Walmart’s plan to boost subscribers to its membership service.
Published 10/18/21
German software giant SAP increases guidance for the 3rd time this fiscal year. Vimeo pops 12% on good results in September. Emily Flippen analyzes those stories along with the latest results from JPMorgan Chase.   Got suggestions for our upcoming “Apropos Of Nothing” episode? Send them to [email protected]!
Published 10/13/21
Airbnb and Nike both get upgrades from Wall Street analysts, but one seems a bit “fuzzier” than the other. Asit Sharma takes a closer look at the upgrades and analyzes the latest results from Fastenal.
Published 10/12/21
With earnings later this week from Goldman Sachs, Bank of America, Wells Fargo and other big banks, how are deposits and loan activity looking? And why is JPMorgan Chase more interested in inflation than the others? Jason Moser previews the latest episode of “Industry Focus” and analyzes Southwest Airlines’ rough weekend and the box office results for “No Time To Die”.
Published 10/11/21
Constellation Brands serves up mixed 2nd-quarter results. Norwegian Cruise Lines’ CEO believes they’ll be at full capacity by April 2022. Alicia Alfiere analyzes those stories, discusses an ongoing dilemma investors face with their portfolios, and shares a stock on her watchlist.
Published 10/06/21
Shares of the social network fall 5% as Facebook, Instagram, and WhatsApp go dark for 6 hours. Pepsi posts strong results for Q3 and raises revenue guidance for the year. Asit Sharma analyzes those stories and discusses whether regulatory risk is big enough to dissuade one from investing in mega-cap companies like Amazon.
Published 10/05/21
Delta Air Lines reinstates their revenue guidance for Q3. Average fares on Uber and Lyft have been going up and aren’t likely to go back down. Jason Moser analyzes those stories and discusses Amazon getting a VERY early jump on its “Black Friday” deals.
Published 10/04/21
Home prices in July rise nearly 20%. Bed Bath and Beyond shares fall more than 25% on falling store traffic and “pervasive” problems with supply chain. Matt Argersinger, lead investor for Millionacres (The Motley Fool’s real estate investing service), analyzes those stories and shares how he’s learned to embrace the volatility of months like September.
Published 09/30/21
Dollar Tree pops on an increased share buyback plan and strategy to selectively increase prices. Online eyeglasses retailer Warby Parker goes public via direct listing. Asit Sharma analyzes those stories and shares why he’s a fan of British software development company Endava.
Published 09/29/21
Mastercard enters the world of “buy now, pay later”. Spotify launches its first global campaign to win over advertisers. Jason Moser analyzes those stories and answers a listener question about buying more shares of a stock after its fallen.
Published 09/28/21
In the wake of recent revelations published in The Wall Street Journal, Facebook hits the pause button on “Instagram for Kids”. Electric carmaker Polestar nears a $21 billion deal to go public via SPAC. Maria Gallagher analyzes those stories and the potential for Best Buy’s new “Total Tech” membership program.
Published 09/27/21
BlackBerry shares pop after 2nd-quarter results were better than expected. Darden Restaurants hits an all-time high after surprisingly strong results in the fine dining segment. Jim Gillies analyzes those stories and shares why the complete overhaul of eHealth’s management team intrigues him as an investor. 
Published 09/23/21
Bellwether company FedEx falls after a rough start to the fiscal year and lowered guidance for the rest of it. Adobe posts record revenue in the 3rd quarter but shares of the software giant fall anyway. Andy Cross analyzes those stories and a surprisingly profitable quarter from Stitch Fix.
Published 09/22/21
Should Uber’s stock really have risen 10% after management increased guidance? With the SEC taking a closer look at it, what does the future of payment for order flow look like? Bill Mann answers those questions, discusses ARK Invest CEO Cathie Wood, and reacts to a fantastic arrest in New Zealand.
Published 09/21/21
Streaming services dominate the Emmy Awards. Amazon’s rise in the digital ad market is fueled by an increase in sponsored links atop search results. Jason Moser analyzes those stories and shares his thoughts on playing with house money?
Published 09/20/21
DoorDash shares pop on an upgrade. Walmart teams up with Ford Motor to test robo-deliveries in three cities. Alicia Alfiere analyzes those stories as well as the surprisingly good retail numbers from August.
Published 09/16/21
Apple rolls out new versions of the iPhone, iPad, and Apple Watch. Microsoft hikes its dividend and announces a $60 billion stock buyback plan. Tim Beyers analyzes those stories and shares why, despite the fact they generate good cash flow, he’s not a huge fan of McAfee’s business.
Published 09/15/21
Intuit buys MailChimp in a cash-and-stock deal worth $12 billion. Shares of Angi pop on encouraging numbers from August. Asit Sharma analyzes those stories as well as Taco Bell’s newest promotion: a taco subscription service.
Published 09/14/21
Disney announces the rest of its 2021 slate will hit movie theaters before heading to Disney+. Amazon gears up to launch a new line of TVs and possibly sign exclusive rights to the NFL’s “Sunday Ticket” package. Jason Moser analyzes those stories and offers a preview of Apple’s event on Tuesday.
Published 09/13/21
Shares of Lululemon Athletica hit an all-time high after huge 2nd-quarter results. Boston Beer pulls its earnings guidance and shares fall 8%. Bill Mann analyzes those stories, discusses the lack of communication from GameStop executives, and calls for Congressional hearings to investigate “holiday drift”.
Published 09/09/21
PayPal buys Paidy (a Japanese buy now, pay later company) for $2.7 billion. Asit Sharma analyzes the growing interest in the buy now, pay later industry, as well as the latest results from Coupa Software. As the Industry Focus podcast gets ready to record its 2,000th episode, Chris Hill answers a question he’s gotten several times over the years.
Published 09/08/21