Stock of the Summer and Unsung CEOs

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 23 May 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. (0:21): Jason Moser and Bill Mann discuss: - What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io. - MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love. - Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return. (19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up. (33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo. Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD, Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Bryan Fairbanks Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Race the rudder, raise the sails, raise the sales!
0:05.0	Captain, an unidentified ship approaching. Over.
0:07.0	Roger that.
0:08.0	Wait, is that an enterprise sales solution?
0:13.0	Reach sales professionals, not professional sailors.
0:17.0	With LinkedIn ads, you can target the right people by industry, job title, and more.
0:21.4	To get £100 off your first campaign, go to LinkedIn.com slash lead to claim your credit.
0:26.6	That's LinkedIn.com slash lead. Terms and conditions apply.
0:35.0	It's officially summer. This week's Motleyful Money Radio show starts now.
0:57.1	Everybody needs money.
0:59.4	That's why they call it money.
1:02.6	The best things in life are free,
1:06.2	but you can give them to the buzz and bees.
1:07.0	I mean money. From Fool Global Headquarters, this is Motley Fool Money Radio Show.
1:11.6	I'm Dylan Lewis, joining me in the studio, Motleyful Senior Analyst Jason Moser, and Chief Investment Strategist over at Motleyful Asset Management, Bill Mann. Fools, wonderful to have you both here.
1:19.8	Hey, hey, Dylan.
1:21.5	This week, we've got a mini-dive on the quintessential summer stock with its CEO, a look at the home improvement market.
1:26.8	And of course, Bill, Jason, you guys have brought stocks on your radar this week. We're going to kick things off,
1:31.4	though, with an unexpected hardware update in the AI landscape. OpenAI will be buying I.O.
1:37.0	a device startup led by famed Apple designer Johnny Ive. Jason, Ive, and CEO Sam Altman have apparently
1:44.0	been in talks for a while.
1:45.5	That's led to this $6 billion deal. We've been thinking about AI generally in a software sense.
	...

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