Stock Stories, Vol. 11: Silicon, Supply Chains & Spicy Wings

Every stock tells a story. This week we gather around the campfire for five fresh tales—from silicon driving the AI era to supply-chain software that keeps retail humming, from a Latin American marketplace that became a fintech/logistics flywheel to a spicy franchiser scaling flavor by the bucket… and a legendary spiffy-pop that still makes us smile. Expect lessons in patience, optionality, moats—and why a single day can sometimes pay back an entire cost basis.

Companies Discussed: AMD, AQNT, MANH, MELI, WING,

Sign up for The Motley Fool’s Breakfast News here:⁠⁠www.fool.com/breakfastnews⁠⁠ (fool.com/breakfastnews)

Order David’s Rule Breaker Investing book here:⁠⁠ amazon.com/gp/product/1804091219/⁠⁠ (amazon.com/gp/product/1804091219)

Host: David Gardner

Guests: Sanmeet Deo, Asit Sharma, David Meier, Andy Cross

Producer: Bart Shannon

Learn more about your ad choices. Visit megaphone.fm/adchoices