After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including: ... Show More
Yesterday
OpenAI Misses Expectations - Should Tech Investors Worry?
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman d ... Show More
19m 43s
Apr 26
Morgan Housel on History, AI, and the Future of Investing
Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is ... Show More
22m 54s
Jun 2024
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
<p>How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much ... Show More
40m 50s
Mar 2024
Microsoft Chairman & CEO: AI, chip shortage, empathy, and poetry
<p>Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership.</p><p>We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of ... Show More
37m 34s
Dec 2023
Brookfield CEO: Private vs. public markets, investment style and value creation
<p>Bruce Flatt became the CEO of Brookfield in 2002 when the company was primarily a Canadian-based real estate firm with a market value of $5 billion. Under his leadership, it transformed into a global alternative asset manager, managing over $850 billion in assets acr ... Show More
48m 36s
Mar 2024
CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]
This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes to energy production, the company's evolution has been very comparable to that of the United States. Our guest today is James Wils ... Show More
53m 37s
Jul 2023
Prof G Markets: Inflation’s Descent, Sam Altman’s SPAC, and Private Equity’s Latest Target
This week on Prof G Markets, Scott breaks down what the latest inflation data means for the American economy. He then shares his thoughts on OpenAI CEO Sam Altman taking a nuclear power company public via SPAC. Finally, he explains why private equity firms are circling mom-and-po ... Show More
44m 6s