Share Sounds. related to Shares - USA

Tim Beyers discusses Disney shares falling after a lackluster 2nd-quarter report, the fate of Hulu, and why The Trade Desk is an attractive business (with a richly-valued share price). In the U.S. it's Mother's Day on Sunday! So, 11 minutes in and in order to celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Companies discussed: DIS, CMCSA, TTD. Host - Chris Hill, Guests - Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies

When Warren Buffett speaks, investors and Wall Street tend to listen. Jason Moser discusses Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting, Buffett's comments about Apple and the banking industry, and Charlie Munger's warning about over-diversification. Then, 10 minutes in, in a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors. Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG. Host - Chris Hill; Guests - Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard

Investing’s biggest weekend is almost here. Ricky Mulvey and Asit Sharma discuss Johnson & Johnson’s spin-off of its consumer health company, Kenvue, if Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group, and Yum! Brands quarter, and what it says about the global economy. Then, 13 minutes in, Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL. Host - Ricky Mulvey; Guests: Asit Sharma, Deidre Woollard, Matt Frankel

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about the techniques many private equity companies use to generate short-term returns, a key misunderstanding about the fall of in-person retailers, and Private Equity’s impact on medical billing, bakeries, and insurance. Companies discussed: CG, KKR, BX. Host - Ricky Mulvey; Guest - Brendan Ballou

For the first time in a while, Facebook's parent company gave shareholders reason to smile. Bill Mann discusses Meta Platforms starting the fiscal year with a bang, the Reality Labs division posting an operating loss of (gulp) $4 billion, and the current state of regional banks and the magic word he's seeing appear in the financial media. Then, 14 minutes in — how much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. Companies discussed: META, GOOG, GOOGL. Host - Chris Hill. Guests - Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? Bill Barker discusses Microsoft's strong 3rd-quarter results being overshadowed, the $3 billion breakup fee Microsoft is now likely to have to pay, and Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting. Also, 16 minutes in and as businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services. Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM. Host - Chris Hill. Guests - Bill Barker, Tim Beyers, Tim White

Dire warnings about the damage from climate change, plus the war in Ukraine, mean that we need to wean ourselves quickly off fossil fuels. However the investment markets are very slow in re-aligning opportunities in quoted investment markets: personal investors need to be able to invest in massive renewable energy projects such as Xlinks, but private equity and institutions have got in there first. We need a thorough overhaul of the investable energy sector to provide socially acceptable alternatives to fossil fuels. Background music: 'Boundless Energy' by Nate Blaze

As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. Andy Cross and Jason Moser discuss Tesla's challenge with margin pressure, Intuitive Surgical's stock rising on strong 1st-quarter results and guidance, American Express continuing to catch on with Millennials and Gen Z, shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high, and the latest from Netflix, P&G, Johnson & Johnson, and Lululemon. Then, 19 minutes in, Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. Finally, 33 minutes in, Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN. Host - Chris Hill; Guests - Andy Cross, Jason Moser, Bill Mann

What do you wish you knew when you were just starting out investing? Jason Moser discusses Roblox sharing its last batch of monthly metrics, why the company still has a "glass half-full valuation", and thoughts for a relatively new investor with decades of investing ahead. And at 17 minutes in, Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers. Companies discussed: RBLX, ZBRA. Host - Chris Hill; Guests - Jason Moser, Asit Sharma, Bill Burns

The first SHARE conference in Cambridge last Friday provided much food for thought, and comments particularly drew attention to the need for widespread understanding of stock ownership if 'Stock for Data' is to take hold. In financial terms and because equity stock in companies is a surrogate for human enterprise, earnings from capital growth and dividends massively outperform bonds and cash over the long term; meanwhile stock owners have a key role in contributing to the governance of their companies, as employee shareownership has shown. All this needs straightforward and intelligible communication. Background music: 'Communicator' by Reed Mathis