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
Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Prepping for getting the all-important back-to-school and holiday shopping seasons right - Apple's newest features (including chips) unveiled at WWDC - Ripple effects from Apple Pay getting into the "buy now, pay later" space - Prospects for an Apple VR headset in 2023 (15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset. Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-month outperformance of companies splitting their stocks - Alphabet splitting their stock in July - Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it - Howard Schultz declaring Starbucks' next CEO will be hired from outside the company
(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.
Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd
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Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about: - The flawed models driving back-to-office plans - Why stock-based compensation doesn’t necessarily help outside investors - When corporate mergers can succeed and why they often destroy value
Stocks discussed: T, ZM, CSCO, AAPL
Host: Rachel Warren Guest: Roger Martin Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer
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Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)
Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about: - How federal legalization could help or hurt weed investors - Economic lessons from pot laws in Oklahoma and California - One surprising way that weed is like bacon
Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/
Host: Ricky Mulvey Guests: Robin Goldstein, Daniel Sumner Engineer: Dan Boyd
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Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss: - Why short-term trading in and out of the market is NOT the answer - Okta’s strong results and optimism for the rest of the fiscal year - Lululemon’s online sales growth - Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles - The latest from Chewy and Salesforce
(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250
(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.
Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI
Host: Chris Hill Guests: Jason Moser, Ron Gross, Nick Maggiulli Engineer: Dan Boyd
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After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses: - Sandberg's leadership in growing revenue and defending the company in public - How the company's pivot to the metaverse most likely contributes to her departure - Chewy's strong 1st-quarter profits against, albeit, modest expectations - Why the pet retailer needs to focus on getting fulfillment and infrastructure right - The numbers behind Chewy's customers spending more each year
(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.
Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN
Host: Chris Hill Guests: Asit Sharma, Tim Beyers, Cameron Deatsch Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel
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Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses: - Salesforce shares rising on strong Q1 results and increased guidance - How the Slack acquisition is going so far - Elon Musk's ultimatum for executives at his company - Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"
(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.
Stocks discussed: CRM, MSFT, TSLA, JPM, LYV
Host: Chris Hill Guests: Jason Moser, Yaganeh Torbati Producer: Ricky Mulvey Engineers: Dan Boyd
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It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses: - How "Top Gun: Maverick" is the right movie at the right time - Ripple effects for studios, streamers, and more - Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board - Why he's a fan of Peltz and his form of shareholder activism
(13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices.
Stocks discussed: PARA, DIS, AMC, UL, PG
Host: Chris Hill Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges.
(1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back.
(18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing.
Hosts: Deidre Woollard, Dana Corl Kasarda Guests: Sallie Krawcheck, Kathryn Tuggle Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel
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While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss: - The complex connection between oil prices and what you pay at the pump - Which legacy energy companies are meaningfully moving to green energy - A 19th-century food processor that has an interesting strategy in renewable diesel
Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR
Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/
Host: Nick Sciple Guest: Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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