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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How can you use a company’s stock price to give you a window into the future?
(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.
(18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.
Companies discussed: PATH, AI, ASAN, NVDA
Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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New York City cracked down on short-term rentals, but is it a big deal for Airbnb?
(00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.
Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.
Companies discussed: ABNB, EXPE, AMC, LOW
Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks
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If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.
(00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks.
Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.
Companies discussed: CHRT, DIS, DASH
Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?
(00:41) Ricky Mulvey and Dylan Lewis discuss:
- Why stadium sponsors generally don’t outperform their peers or the market.
- When major sponsorships do and don’t make sense as part of a marketing budget.
- Monster Energy’s brilliance in focusing on extreme sports.
Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Ricky Mulvey
Engineers: Tim Sparks
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Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.
- Why homebuilders are in a good position right now.
- If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB
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The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.
(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.
(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan
(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.
Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT
Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl
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It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.
(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.
(21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.
Companies discussed: CRM, CRWD, MSFT, ZS, TDUP
Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.
(00:12) Bill Mann and Dylan Lewis discuss:
- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company.
(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.
Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL
Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd
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Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: - Macy’s and Nordstrom charging 32% APRs for retail cards. - Historical context on rising delinquencies. - Best Buy’s quarter, and sales slowdown. Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.
Companies discussed: BBY, M, JWN, DFS
Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl
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Instacart is profitable and it’s growing, Is that enough to spark investor interest?
(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.
(17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.
Companies discussed: LYV, DASH, UBER
Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd
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