What Do Investors Underrate?
12/10/24 • 29 min
1 Listener
Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
The alleged killer of Unitedhealthcare’s CEO getting caught.
A sporting goods retailer buying back a lot of stock.
Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.
Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
Sign up for Breakfast News: breakfast.fool.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
The alleged killer of Unitedhealthcare’s CEO getting caught.
A sporting goods retailer buying back a lot of stock.
Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.
Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
Sign up for Breakfast News: breakfast.fool.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
The $1 Trillion Ad Opportunity
Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?
(00:14) David Meier and Dylan Lewis discuss:
The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.
Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.
How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.
(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett
Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR
Host: Dylan Lewis
Guests: David Meier, Asit Sharma, Mary Long
Producer: Ricky Mulvey
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Amazon Enters a New Lane
As if everything weren’t already enough, Amazon now sells cars.
(00:14) Asit Sharma and Mary Long discuss:
Disruptions to traditional car dealerships.
Amazon’s next potential venture.
The rise and fall of GM’s driverless ambitions.
Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”
Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jim Gillies
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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