Share Sounds. presented by Motley Fool Money

As many expected, Microsoft announced the layoff of 5% of its employees. Asit Sharma discusses the Producer Price Index falling 0.5%, much more than economists were expecting, Microsoft's layoffs, and whether Alphabet will be next, and why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing. Also, 9 minutes in, is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE. Host - Chris Hill; Guests - Asit Sharma, Ryan Henderson, Jamie Louko

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. Bill Mann discusses how U.S. companies can be a better way to play China’s reopening, Jay Powell’s latest speech reinforcing the Fed’s focus on stability, and the potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1. At 12 minutes in, Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS. Host - Chris Hill; Guests - Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss Carvana’s boom and bust, and the takeaways for investors, if Zoom has a sticky product, how Roku is addressing a tougher advertisement landscape, Meta’s valuation, and questions about its leadership, and Mindset advice if you want to be a contrarian investor. Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META. Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html Host- Ricky Mulvey; Guest - Asit Sharma

Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. Bill Mann discusses Amazon laying off 18,000 employees, whether layoffs are a bad sign or an indication a company is being honest with itself, and the writing on the (bond market) wall for Bed Bath & Beyond. Then, 11 minutes in, Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT. GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC. Host- Chris Hill; Guests - Bill Mann, Ron Gross

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? Tim Beyers discusses how Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising, why HubSpot's next move is one of the most interesting things in tech, and one tech business bucking the trend by increasing its hiring. Then, 8 minutes in, Matt Argersinger previews the year for dividend stock investors, discusses why the payout ratio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII. Host - Chris Hill; Guests - Tim Beyers, Ron Gross

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! Jason Moser and Matt Argersinger discuss industries and trends investors should be watching, why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat, two stocks poised for upside, keeping online streaming and BNPL businesses on a short leash, and not being worried about Blackstone, Home Depot, and Johnson & Johnson. Plus, 19 minutes in, Jason and Matt continue our 2023 preview with potential surprises for investors, why Live Nation and nCino could both be acquired, one trend and one stock that investors will have to be very patient with, reckless business predictions involving crypto, Elon Musk, and Warren Buffett, and two stocks on their radar: Topgolf Callaway and Easterly Government Properties. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger

Outside the U.S. there are opportunities for investors in the new year. Bill Mann discusses countries producing raw materials (and video games), what needs to change in China to get him more interested in companies like Alibaba and JD.com, and why investors should be watching Canada and Norway. Stocks mentioned: JD, BABA, TCEHY. Host - Chris Hill; Guest - Bill Mann

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? Jim Gillies discusses the strength of Berkshire-Hathaway's underlying businesses, Warren Buffett's less-than-perfect investing track record, and how investors cannot get the exact same price as the Berkshire-Hathaway investment managers. Plus, 10 minutes in, Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY. Holiday Music: Merry, Merry Christmas by Keb’ Mo’. Host - Chris Hill; Guests - Jim Gillies, Dylan Lewis

There's a value approach to Barron's annual list, and we've got some thoughts. Jason Moser discusses the case for traditional value stocks like Bank of America and Berkshire-Hathaway, inclusion of Big Tech companies like Alphabet and Amazon, and why attractive valuation isn't enough to get us interested in Madison Square Garden Sports. Plus 12 minutes in, Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL. Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings. Host - Chris Hill; Guests - Jason Moser, Matt Frankel

Tesla shares have been cut in half since 14th April, the day Elon Musk announced his intention to buy Twitter. Bill Mann discusses Delta Airlines projecting financial optimism in 2023, Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck, and Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention. Plus, nearly 13 minutes in, Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA. Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host - Chris Hill; Guests - Bill Mann, Jack Caporal