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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You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks
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Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl
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Amazon is the latest to signal its intentions around holiday retail hiring.
(0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - Data around consumer spending sentiment - Why she's watching how higher-end retailers will fare this year
(8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate!
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM
Host: Chris Hill Guests: Maria Gallagher, Travis Hoium, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd
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Elon Musk says he's going to buy Twitter at the original price, and this time he means it!
(0:21) Bill Mann discusses: - His belief that the Musk/Twitter deal will get done - Forward guidance being the thing he'll be watching in the upcoming earnings season - Why he believes stagflation is the biggest risk to the economy right now
(10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods? Jim Gillies discusses a small cap business that's been rewarding shareholders.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: TWTR, TSLA, WINA, EBAY
Host: Chris Hill Guests: Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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And another high-profile IPO company gets taken private.
(0:21) Asit Sharma discusses: - Poshmark's all-cash deal that values the company at less than half of its IPO price. - Private market valuations coming down - National Taco Day and Chipotle's strong business
(11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG
Host: Chris Hill Guests: Asit Sharma, Rich Greifner, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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What are the chances the stock market makes a 4th-quarter comeback?
(0:21) Jason Moser discusses: - The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year - How the market tends to do worse the year before a recession - Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram
(12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: META, P911, VWAPY
Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about: - Franklin's mistakes in estate planning - The power of small, anonymous donations - Other fun facts about America's first celebrity Host: Robert Brokamp Guest: Michael Meyer Producer: Ricky Mulvey Engineer: Rick Engdahl
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The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.
Wait, what?
Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.
Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:
- The state of Europe’s energy crisis. - Nuclear’s place in a decarbonized future. - And what the Nord Stream pipeline attack means for the world.
Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl
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(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
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