logo
episode-header-image
Jan 2024
40m 31s

Mag Seven or Lag Seven?

The Motley Fool
About this episode

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.


(00:21) Jason and Matt Argersinger discuss:

- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.

- Holiday e-commerce and retail numbers, and what they say about the shopping season.

- Why Walgreen’s status as a Dividend Aristocrat is over.


(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.


(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.


Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN


Host: Dylan Lewis

Guests: Matt Argersinger, Jason Moser, David Gardner

Engineers: Dan Boyd, Rick Engdahl


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

Up next
Yesterday
Nano Banana Steals the Spotlight From NVIDIA
Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIA’s earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail. Companies d ... Show More
23m 25s
Aug 27
Apple’s Elon Problem & AI Future
Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis ... Show More
21m 18s
Aug 26
When Rates Move, Who Wins?
Lower interest rates are more than a macro headline - for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Today on Motley Fool Money, analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likel ... Show More
24m 17s
Recommended Episodes
Mar 2024
249. Codie Sanchez — Maximizing Income: Strategies for Achieving Financial Freedom
Can calculated decisions lead to true financial freedom, or is it all just wishful thinking? Prepare to discover how one entrepreneur turned a series of sound yet lucrative investments into a multimillion-dollar empire. Meet Codie Sanchez, a finance maven who's on a mission to cr ... Show More
41m 56s
Feb 2024
What Stock Would Warren Buffett Buy If He Started Over In 2024?
Episode 549: Shaan Puri (https://twitter.com/ShaanVP) and Sam Parr (https://twitter.com/theSamParr) bring you the first annual MFM Stock-a-palooza. Sam and Shaan go head-to-head with their #1 stock picks.  No more small boy spreadsheets, build your business on the free HubSpot CR ... Show More
58m 24s
May 2024
261. AMMA — The X Factor of Legal Market Domination
Your business is perfectly designed to get you the results that you’re getting. Not satisfied with the status quo? Discover the X factor that propels the nation’s top law firms to unprecedented success. In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mo ... Show More
27m 46s
Nov 2022
Andrew Wilkinson: The Hardest And Easiest Businesses To Start
Episode 386: Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk to Andrew Wilkinson (@awilkinson) - entrepreneur and co-founder of Tiny - about learning to be a successful entrepreneur in less than a decade. His hardest and easiest businesses to start. Plus, one business idea ... Show More
1h 27m
Apr 2024
I Spent 7 Days With The Richest Men In Texas | 10 Things I Learned
Episode 572: Sam Parr ( https://twitter.com/theSamParr ) and Shaan Puri ( https://twitter.com/ShaanVP ) talk about the 10 revelations learned from spending a week with Texas billionaires. Want to see Sam and Shaan’s smiling faces? Head to the MFM YouTube Channel and subscribe - h ... Show More
44m 7s
May 2024
The surprising truth about what closes deals: Insights from 2.5m sales conversations | Matt Dixon (author of The Challenger Sale and The JOLT Effect)
Matt Dixon is one of the world’s foremost experts in sales and the author of The Challenger Sale, which sold over a million copies worldwide and was a #1 Amazon and Wall Street Journal bestseller. His most recent book, The JOLT Effect, focuses on overcoming customer indecision—on ... Show More
56m 39s
Jun 2024
33. What We Can Learn From the #1 British Team With Dominic Marcel
Great Britain’s real estate system is a bit different than ours here in the US. For example, they don’t have MLS—to them, MLS means Major League Soccer, which, according to them, should be called football. Sometimes, looking at a different country’s system helps us identify what ... Show More
42m 29s
Jun 2024
Prof G Markets: Raspberry Pi’s London IPO & Mistral’s $640M Funding Round
Scott shares his thoughts on why Raspberry Pi chose to list on the London Stock Exchange and what its debut means for the UK market. Then Scott and Ed break down Mistral’s new funding round and discuss whether its valuation is deserved. They also take a look at the healthcare tec ... Show More
45m 44s
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Feb 2024
Panic Time for Max and Warner Bros. Discovery?
Matt is joined by Bloomberg’s Lucas Shaw to check in on Warner Bros. Discovery and CEO David Zazlov after a rocky earnings call last week. They discuss the disappointing movie quarter, their murky path to streaming profitability, the state of the MAX brand, whether they will keep ... Show More
32m 21s