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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More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.
Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or grocers are learning from Walmart. - If an Aldi acquisition spells the end of the beloved Winn-Dixie brand. - Why Amazon has struggled with getting grocery right.
Companies discussed: WMT, TGT, KR, ACI, AMZN
Host: Deidre Woollard Guest: Bill Barker Producer: Ricky Mulvey Engineer: Dan Boyd
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Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:
Companies discussed: HD, MTB Host: Ricky Mulvey
Guest: Asit Sharma Engineer: Tim Sparks
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PayPal finds its new leader over at Intuit; can he make this fintech shine again?
Jason Moser and Deidre Woollard discuss: - Dan Schulman’s report card as a CEO. - What Alex Chriss might, or might not, bring to the party. - If a potential deal for U.S. Steel could be a winner for U.S. infrastructure.
Companies discussed: PYPL, X, CLF, INTU, META, TSLA
Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl
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Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad? James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Surowiecki on his podcast, Rule Breaker Investing. This show is a cut of their conversation. They discuss: - Lessons from Bitcoin’s past boom, and its place as cryptocurrency’s “top dog” - The correlation between crypto and tech stocks - One company that’s tied its fate to the success of Bitcoin - Meme stocks from the lens of cash flow investing Tickers mentioned: BTC, ETH, MSTR, GME This episode is just part of an interview aired on the Rule Breaker Investing podcast. You can listen to the entire conversation here. Host: Mary Long Guests: David Gardner, James Surowiecki Engineer: Rick Engdahl Producer: Ricky Mulvey
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Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. - (1:04) Will there be a commercial real estate collapse? - (5:22) What happens when a company you own goes bankrupt? - (10:41) Are there companies suited for the growing trend of hearing loss? - (15:03) How should investors think about Tesla’s charging network?- (16:14) Stocks are more expensive. Should I keep buying? - (18:35) Are there cash-like ETFs? - (21:20) Should I buy Universal Life Insurance?- (23:38) Are there investing opportunities in India? - (25:41) How do foreign exchange rates affect an investing strategy? Companies/Tickers mentioned: TSLA, SOON, DEMANT, GN, KN, APPH, SGOV, SMIN, AMZN Host: Mary Long Guests: Deidre Woollard, Jason Moser, Asit Sharma, Brian Orelli, Robert Brokamp, Bill Mann, Scott Phillips Producer: Ricky Mulvey Engineer: Rick Engdahl
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The margin of safety for household spending keeps shrinking.
(00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer. - Earnings updates from Disney, UPS, and Axon.
(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen Engineer: Dan Boyd
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Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off.
Companies discussed: CHGG, NNI, CELH
Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd
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By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)
Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office.
Companies discussed: TSLA, LLA, NVO, QSR, ZM
Host: Ricky Mulvey Guest: Bill Barker Engineer: Rick Engdahl
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