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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It’s the antitrust case everybody saw coming – does it have merit?
(00:21) Asit Sharma and Dylan Lewis discuss:
- The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao.
(16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway.
Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH
Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Emily Flippen Engineers: Dan Boyd
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We like stocks. We also like exchange traded funds.
But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios.
Companies/ETFs mentioned: COST, CIBR
Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business.
(00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point.
(12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat.
5 Stocks Under $49 report here: http://www.fool.com/report.
Companies discussed: AMZN, WMT, DIS, RICK
Host: Deidre Woollard Guests: Ricky Mulvey, Eric Langan, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd
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When your information is everywhere, is it possible to rein it back in?
Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: - The implications of biometric data collection in a world where big tech runs rampant - Which companies are getting the privacy game right (and wrong) - Angel investing, and workarounds to weak links in existing cybersecurity systems
Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT
Host: Deidre Woollard Guest: Tom Kemp Producer: Mary Long Engineers: Dan Boyd, Kyle Carruthers
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Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas.
Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:
Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT
Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl
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Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.
(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay.
(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future.
(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..
Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE,
Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here.
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd
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Interest rates are paused but the hikes may not be over yet.
(00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have.
(14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.
Companies discussed: FDX, UPS, TMDX
Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd
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There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers.
(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden.
You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.
Companies discussed: CART, ARM, NDAQ, KVYO, BRZE
Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers
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The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India.
Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.
(00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand.
(13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future.
Companies discussed: K, TKO, MNST, CELH
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl
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