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.
Copyright: © The Motley Fool
It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.
(:21) Deidre Woollard and Jason Moser discuss:
- Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines.
- Venture capital drying up, and what that means for technology innovation.
Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.
Stocks mentioned: ZEN, SAVE, JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM
Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.
(:21) Asit Sharma and Maria Gallagher discuss:
- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.
A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.
Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE
Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg.
(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.
(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.
Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit
Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY
Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining segment - Capital decisions that we like (dividend increase!) and don't like (share buyback plan) - Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares (14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear! Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT Host: Chris Hill Guests: Jason Moser, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news - Why one of Altria's main competitors is unaffected - How he thinks about "sin stocks" as a category of investing
(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.
Stocks discussed: MO, BTI, MSTR, META, NVDA
Host: Chris Hill Guests: Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately - The relative attractiveness of running DocuSign - Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take - Mondelez buying Clif Bar for $2.9 billion - His belief that more acquisitions are on the way and the reasons why
(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.
Stocks discussed: DOCU, K, MDZ
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Chris Hill Motley Fool Money http://motleyfoolmoney.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that’s not his own company)
Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL
Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair
Learn more about your ad choices. Visit megaphone.fm/adchoices
We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss: - The complexities in transforming an office building into apartments - Commercial real estate trends catching their attention - Ideas for investors who like dividends.
Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR
Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
