Walt Disney shares fall on concerns over cord cutting. Is it a buying opportunity or is Disney losing its magic? We tackle that question and talk CVS, Coach, Lumber Liquidators, Priceline, and Zillow. And Paul Downs talks about his new book, Boss Life: Surviving My Own Small Business.
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Jul 7
AI Expectations Hit a Fever Pitch
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ... Show More
22m 38s
Jul 6
Are Index Funds Making the Market “Irrational”?
Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first ... Show More
27m 23s
Jan 2023
Should Disney Be Afraid of Nelson Peltz?
Matt is joined by Bloomberg’s Lucas Shaw to discuss Disney’s proxy battle against activist shareholder Nelson Peltz, his plan (or lack thereof) to “restore the magic” at the company, and where other shareholders might fall between Peltz, Marvel’s Ike Perlmutter, and CEO Bob Iger. ... Show More
35m 22s
Sep 2023
Prof G Markets: The Broken IPO Market, Disney’s Parks Investment, and Buying FTX Bankruptcy Claims
This week on Prof G Markets, Scott reflects on the results of the latest tech IPOs and questions if the public markets are in structural decline. He then shares his thoughts on Disney’s $60 billion investment in its parks and cruises business. Scott also discusses the latest fami ... Show More
39m 26s