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 WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss: - The terms of the deal, and the media rights story. - How Vince McMahon “wins”. - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch. Companies discussed: WWE, OKTA, NVDA
Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl
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Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.” Companies discussed: TSLA, RIVN, NFLX, DIS Host: Deidre Woollard Guests: Asit Sharma, Sierra Baldwin, Berna Anat Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
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If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks
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Before you make the rules, you might have to break the rules.
Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:
- How he taught his children to invest
- Memorable financial lessons from April Fool’s Day pranks in the past
- What happens to rule breaker companies when they grow
- The Fool Foundation’s mission and upcoming online event
To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.
Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX
Host: Chris Hill Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Dan Boyd
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The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.
(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick
(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.
(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC
Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd
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It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees.
(12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals.
Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY
Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation
AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/
(15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Before you buy shares of a company, what should investors look for in a CEO? (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs
(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.
Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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Shares of the Raleigh, NC-based bank rose more than 50%. (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage. Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks
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Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss.
Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams - What generative AI means for the future of fraud
Company discussed: WFC
Host: Ricky Mulvey Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl
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