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.
Copyright: © The Motley Fool
The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.
(00:16) Jason Moser and Dylan Lewis discuss:
- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.
- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.
- How Roblox’s return to office plans are a sign of the times for the pandemic darling.
(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.
Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Tim Sparks
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Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.
(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it?
(00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform.
(19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life.
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Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY
Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd
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The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action.
Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss:
- How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups.
Company discussed: NVDA
Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl
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The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss:
- Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market.
Companies discussed: AAPL, TSM, ASML, FANUY
BiggerPockets credits:
Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media
Motley Fool credits:
Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd
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The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.
(00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push.
(19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard.
(32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio.
Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO
Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd
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It’s hard to bet against the enduring appeal of everyone’s favorite dinner.
(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.
(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.
Claim your five dividend recommendations here: www.fool.com/dividends.
Companies discussed: DPZ, WBA, WMT, AMZN, UBER
Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope
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The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.
(00:21) Tim Beyers and Dylan Lewis discuss:
- How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s.
(14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line.
Companies discussed: AAPL, GOOG, GOOGL, YOU
Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd
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Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:
Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.
Companies discussed: U, DIS
Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl
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Mobile shopping is expected to rule e-commerce this holiday season.
(00:13) Asit Sharma and Deidre Woollard discuss:
(13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor.
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Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA
Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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