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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Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?
Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker” And Musk’s latest endeavor into “real world artificial intelligence”
Tickers discussed: TSLA, GOOG, GOOGL
Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd
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BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.
(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.
(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .
(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR
Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd
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Beer continues to shine but will future generations be less likely to drink alcohol at all?
(00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability.
(17:17) Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust.
Companies discussed: ARE, STZ, TLRY
Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
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(00:21) Asit Sharma and Dylan Lewis discuss:
- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg. - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.
(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings.
(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream.
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Companies discussed: K, KLG, ARMK, VSTS, COST
Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd
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The shiniest thing in Las Vegas is also a publicly traded company.
(00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere.
Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending.
Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW
Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl
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If you want to know the reasons behind someone’s actions, it’s important to find out the incentives.
(00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app.
(13:50) Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike.
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Companies discussed: F, GM, STLA, PYPL
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?
Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:
Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl
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Not everyone has a bank in the developing world, but mobile phones are everywhere.
Mary Long and Asit Sharma discuss:
Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA
Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl
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Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.
(00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax.
(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .
(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.
Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM
Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd
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How do you measure things like brand and people?
(00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands.
(18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.
Companies discussed: RBLX, ACN, PTON, LULU, KO
Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd
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