$LNW: a slot machine oligopoly at half Aristo...

Investing is a game of arrogance. The base rate when you buy any stock is that it just does the market return, so every position you hold is a bet that you know something the market doesn't. My July ramble is really one question asked five ways: when do you look in the mirror and ...  Show more

United Parks ($PRKS) owns SeaWorld and Busch Gardens, trades around 8x EBITDA with an 8%+ unlevered cash yield, and is plowing basically 100% of free cash flow into buybacks while Hill Path sits on roughly 60% of the stock. Adjust for passive holders and effective short interest ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cer ...  Show more

Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?) Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss:  - How investors can approach ...  Show more

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing ...  Show more

What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahe ...  Show more