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On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie & Fitch. - A small-cap tobacco company playing in a fast-growing trend. Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical. Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency. Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification. Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs. Companies discussed: HD, TSM, TGT, OKTA Build your Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s. - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza. (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger. Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno’s patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued. Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/ (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad c

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing. - What success looks like for TJX Companies. Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation. Companies/tickers discussed: AXON, TJX, BROS Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about: - How social engineering effects your life. - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences. Host: Dylan Lewis Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies. (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective. Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/ (31:50) Jason and Asit break down two stocks on their r

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing. Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors. Companies discussed: TOST, MSFT, RBLX, META, SNAP Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about: - Pitching investors to back shows even when 80% of projects don’t recoup their initial investment. - Working on original projects versus those based on existing stories. - The formula for commercially successful musicals. Companies discussed: DIS Host: Mary Long Guest: Jill Furman Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come. (00:21) Jason Moser and Emily Flippen break down: - The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity. - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports. (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship. (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON Host: Dylan Lewis Guest

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages. Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback. Companies discussed: TTD, HOOD, CRBL, CELH, PEP Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers. Company discussed: SHOP Got a question for the show? Email us at podcasts@fool.com Note: Ricky Mulvey has a position in SHOP Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices