To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses: - 1st-quarter revenue growing 23% - Alphabet's board approving a $70 billion share buyback plan - CFO Ruth Porat's continued strong performance with the company's capital allocation - The pricing power of Chipotle boosting its 1st-quar ... Show More
Yesterday
The Private Equity Playbook Most Small Business Owners Never Get Access To
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, ... Show More
20m 21s
Oct 9
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Aug 2024
#221: Are We in An AI Bubble?
<p>Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.</p><br><p>We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ... Show More
52m 7s
Oct 2022
🌯 “Just a small town girl” – Chipotle’s village strategy. Mobileye’s chauffeur. UPS vs FedEx.
Chipotle just revealed that small towns are where it makes the most money (and fyi,, guac is now extra extra). In the first big IPO in months, Mobileye is trying to be your robot chauffeur. And UPS and FedEx are the perfect case study right now in what’s working and what isn’t: M ... Show More
18m 39s