logo
episode-header-image
May 2023
39m 31s

Alphabet's Event Serves Notice To Wall S...

The Motley Fool
About this episode

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Today
ETFs are for the Memes (again)
Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, ... Show More
25m 26s
Yesterday
The AI App Store Moment
OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoiu ... Show More
26m 5s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Recommended Episodes
Dec 2019
TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)
On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals. If Mohnish Pabrai’s newest stock pick GrafTech is a good inves ... Show More
1h 5m
Sep 2022
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
IN THIS EPISODE, YOU’LL LEARN: 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle 12:17 - Brian’s most important attribute when valuing a company 15:22 - The difference between real moats and fake moats 27:51 - When to emp ... Show More
57m 11s
Mar 2019
CG: Papa John, JAB, and the Future of Retail
On this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down ... Show More
31m 40s
May 2023
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers. IN THIS EPISODE YOU’LL LEARN: ... Show More
1h 10m
Jun 2022
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]
Today’s business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably the most famous investors of our time, Warren Buffett and Charlie Munger. To break down the business, I’m joined by Chris Bloomstran. Chris is the Pres ... Show More
1h 14m
May 2022
Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]
My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, President of PayPal, and CEO of OpenTable. As an invest ... Show More
1h 21m
May 2024
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve
On today’s episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett.  IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro02:14 - What Clay and Kyle did during the Berkshire weekend in Om ... Show More
1h 22m
May 2024
Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves
Hosts: Matty A. and Ryan Breedwell Episode Overview: In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the economic landscape. They discuss significant topics such as the impact of FOM ... Show More
42m 31s
Oct 2023
Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]
Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ... Show More
1h 21m
Apr 2020
SV039: Creating a Podcast Career with TIP Co-Founder Stig Brodersen
On today’s show, we’re happy to chat with our very own Stig Brodersen. Stig is a value investor, business owner, and international bestselling author. His podcast We Study Billionaires has over 30 million+ downloads and has been recognized as the #1 ranked stock investing podcast ... Show More
44m 59s