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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The earnings parade is on, and this quarter it pays to be in the black.
(00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.
(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.
(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV
Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd
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Meta has our attention but will we follow Mark Zuckerberg into the metaverse?
(00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Mark Zuckerberg will need to choose between AI and the metaverse. - How Chipotle is using robots to boost efficiency.
(19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.
Companies discussed: META, CMG, SBUX, WD
Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Willy Walker Producer: Ricky Mulvey Engineers: Dan Boyd
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Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided
- The slow roll of AI and how investors need to be patient with new tech efforts.
- Why Alphabet may have more good days ahead of it when the advertising market rebounds.
- The legacy of Alphabet CFO Ruth Porat
(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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When interest rates rise, investors are supposed to move to safer assets.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- Medpace shares hitting an all time high. - If investors should prepare for a market correction during a "dopamine fiesta". - The bull case for air bags and seatbelts.
Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).
Companies discussed: MEDP, ALV
Pullback report: www.fool.com/pullback
Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton
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A good weekend at the box office doesn’t mean movie theaters are out of the woods yet
(00:15) Jason Moser and Deidre Woollard discuss:
- Why partnerships may be the future for ESPN.
- How a decision on AMC’s preferred stock complicates its future.
- The importance of loyal pizza lovers for Dominos.
(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.
Companies discussed: DIS, DPZ, AMC, APE, XPOF
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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Before Bob Iger was the Disney CEO, he was the Disney CEO.
For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:
The machinations that happen to make acquisitions and win over board rooms
Key differences between Bob Iger and Steve Jobs
Why businesses do well when they prioritize creativity
Companies discussed: DIS, AAPL, NFLX
If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney.
Guests: Deidre Woollard, Mary Long, Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
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Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.
Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:
- How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know.
Companies mentioned: MAT, HAS, DIS
Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.
(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.
(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.
(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.
Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP
Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl
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The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?
(00:12) Tim Beyers and Deidre Woollard discuss:
(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.
Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG
Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.
(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM
Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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