Stay ConnectedMotley Fool Hidden Gems Investing is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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The fond expectancy of venture capital has turned into the hard facts of private equity.
(00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa.
Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving.
Companies discussed: UBER, WE
Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?
(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.
(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.
Claim your dividend report here: www.fool.com/dividends
Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN
Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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What does it mean if history is just the same movie, playing over and over?
Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss:
Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here.
Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl
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Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?
Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation
Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT
Link to Fool Message Boards + Classroom Podcast Discussions
Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope
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We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.
(00:19) Ron Gross and Matt Argersinger discuss:
(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.
(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.
Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl
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PayPal’s new CEO debuted with some heat.
(00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.”
Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast.
Stock Advisor discount link: www.fool.com/mfmdiscount
Companies discussed: PYPL, ABNB, TOST, ORCL
Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl
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Housing is expensive, rates are high, but the cut going to agents might be going down.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.
(16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices.
Companies discussed: RDFN, UBER, AAPL, SBUX
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl
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*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.
(0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private.
Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories.
Companies discussed: AAPL, EBAY, SNBR, AER
Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/
Link to Motley Fool message boards: https://community.fool.com/
Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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Labor costs are just one concern facing restaurants.
(00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape.
(21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody.
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Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX
Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd
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How do you build a restaurant chain with lines out the door?
Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss:
Ticker discussed: CAVA
Host: Dylan Lewis Guest: Ron Shaich
Producer: Mac Greer, Mary Long Engineer: Tim Sparks
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