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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When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.
(00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by.
(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).
Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI
Pullback report: www.fool.com/pullback
Got a question for the show? Email us at podcasts at fool dot com.
Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.
(00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars.
(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.
Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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So, you’ve got an idea. But how do you get the backing to make your big dream a reality?
Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:
Host: Deidre Woollard Guest: Becky Center Producer: Mary Long Engineer: Rick Engdahl
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S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl
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If you bank with the one of the giants, you might be helping pad their bottom line.
(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.
(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd
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Another positive sign for the travel industry as Delta raises guidance.
(00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos.
(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.
Companies discussed: DAL, PEP
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.
(14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.
Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS
Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl
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Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?
(00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau.
Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.
Companies discussed: AMZN, BAC
Pullback stocks report: https://www.fool.com/pullback
Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Wade Pfau Engineers: Dan Boyd, Rick Engdahl
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The New York Times leaves its sports desk behind as it puts its might behind The Athletic.
(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.
(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.
Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT
Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd
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You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.
Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:
- How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstand about Winmark
Company discussed: WINA
Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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