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 best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl
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Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake that investors often make
Host: John Rotonti Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd
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Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football.
(0:30) Emily Flippen and Ron Gross discuss: - FedEx shares having a historically bad day amid talk of a recession - Adobe spending $20 billion for a start-up software design firm - Optimism around Starbucks after an impressive (and detailed) investor day - Twilio laying off 11% of employees - Two business leaders and their legacies
(19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs.
(35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco.
Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST
Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.
Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA
Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd
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Regulators take a closer look at buy-now, pay-later companies.
(0:21) Bill Mann discusses: - The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings - Why this is not an example of government overreach - His very recent trip to eastern Europe and the current state of energy access in the region
(13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day.
If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/ Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW
Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks Engineers: Dan Boyd, Austin Morgan
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Down days in the market aren't fun, but they may also be great days to buy stocks.
(0:21) Jim Gillies discusses: - Why his rule is to never buy stocks on a day the market is up - The types of companies he's been buying shares of lately - Takeaways from Starbucks' investor day event
(16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.
Stocks mentioned: SBUX
Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel
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If you're a long-term investor, today was a good day to go shopping.
(0:21) Asit Sharma discusses: - Stocks, across the board, falling in response to the Consumer Price Index data for August - Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75% - The importance of having a watchlist of stocks - Buying great businesses at lower prices
(11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of.
Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA
Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention.
(0:21) Jason Moser discusses: - Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal - Live sports driving ad rates (and audience figures) higher - Major retailers continuing to invest, despite recent challenges
(17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market.
Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE
Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel
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If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s new questions for investors - Tesla valuations (from $50 billion to $1 trillion) - Incentives, correlations, and costs in ESG scoring - Jeff Bezos, Elon Musk, and the companies they've built
Stocks mentioned on the show: TSLA, MO, BLK, AMZN
If you're a member of any Motley Fool service you can access the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/
Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan
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Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss: - Fundamentals of stoicism - The dichotomy of control (and what it means for investors) - Seneca’s complex relationship with wealth - Company leaders that may exhibit some stoic virtues
Companies mentioned: COST, AAPL, BRK.A, BRK.B
Host: Ricky Mulvey Guest: Brian Stoffel Engineer: Dan Boyd
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