Motley Fool Money

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more. - Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams. - Shake Shack’s new plans to open up 1500 company-owned locations. (16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity. Companies discussed: SONO, MRNA, SHAK, PGNY Host: Dylan Lewis Guests: David Meier, Alicia Alfiere, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about: - Why buying and holding works. - Rational optimism. - The future of space travel. Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/ [https://www.fool.com/podcasts/rule-breaker-investing/] Companies discussed: NVDA, SPOT, AMC, META, RKLB Host: Ricky Mulvey Guest: David Gardner Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. (19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. (33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Listeners, you can become a member of Stock Advisor at Fool.com/signup [Fool.com/signup] Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY Host: Dylan Lewis Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia’s announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/ [https://www.fastersmarter.io/] Host: Mary Long Guests: David Meier, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. - What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table. - The new “100% margin” opportunities for the WWE. - Why TKO Group Holdings is one of Nick’s largest personal stock investments. Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025. Companies discussed: TKO, NFLX Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup [www.fool.com/signup] Host: “The Cincinnati Cobra” Ricky Mulvey Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp Producer: “The Virginia Kid” Mary Long Engineer: Rick “The Answer” Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]