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
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Oct 2025
Corporate Finance Explained | Special Dividends: Strength, Signals, and Strategy
Ever see a company announce a massive, one-time cash payout and wonder what's really going on? These "special dividends" are more than just financial fireworks; they're a critical signal from management about a company's health, discipline, and future growth prospects.In this epi ... Show More
13m 29s
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s
May 2021
IFB196: Investing in Companies with Wide Moats
Welcome to the Investing for Beginners podcast. In today’s show we discuss: Best way to think about moats and their impacts on business Some ways to find moats, plus ideas about protecting those moats Impacts of moats, plus buying beyond the best business, price you pay matters. ... Show More
31m 12s
Mar 2022
Ep4 "Making Bad Investments Profitable" with Pete Briger
<p>When it comes to investments, value sometimes resides in unlikely places. Pete Briger, CEO of Fortress Investment Group, specializes in buying bad debt and spinning it into gold.</p><p>In this episode of <em>All Else Equal</em>, Briger, who dubs himself a “garbage collector,” ... Show More
27m 28s