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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Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss: - Why they're watching inflation and increased talk of a recession - Costco posting stronger results than Walmart and Target - Baidu and Alibaba rising in China - Ulta Beauty's record sales in Q1 - Snowflake trading below its IPO price - Farfetch fighting on the front line of so many tough macro trends - The latest from Workday, Nvidia, and Williams-Sonoma
(19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community.
(31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity.
Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS
Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath Producer: Ricky Mulvey Engineer: Dan Boyd
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Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host: Chris Hill Guests: Bill Mann, Ricky Mulvey, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China
(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.
Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD
Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd
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It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses: - Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance - The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others - How the current environment has little patience for nuance - Zoom Video's strong results and upbeat guidance - The underrated health of Zoom's business
(15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation.
Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM
Host: Chris Hill Guests: Tim Beyers, Robert Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia
- VMWare shares popping 20% on reports it will be acquired by Broadcom
- The chances more companies with deep pockets will start buying companies at lower valuations
(13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads.
Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY
Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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We’ve got two CEO interviews and several real estate trends for investors to watch.
(1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties.
(18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck. Stocks discussed: RMAX, ARE, LLY, MRK
Hosts: Deidre Woollard, Marc Rappaport Guests: Nick Bailey, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss: - The incentives that both created the boom and bust - Rare SPACs that may have a bright future ahead - A potential arbitrage opportunity for investors watching SPACs
Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ
Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/
Host: Dylan Lewis Guest: Bill Mann, Chamath Palihapitiya Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss: - How history shows staying invested through downturns pays off in the long run - Major retailers struggling with inventory - Signs of strength in the home improvement industry - Two stocks on their radar: Costco and Marqueta
(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses: - Why he chose "expertise" as the theme for this season's episodes - How you can spot a real expert - What CEOs can learn from their employees who are six levels down - His thoughts on cryptocurrency and NFTs - The experience of going back to re-read his first book, Liar's Poker
Our Investing Starter Kit includes 15 stocks and 5 ETFs. Get a free copy here - http://fool.com/starterkit
Stocks discussed: WMT, TGT, HD, LOW, COST, MQ
Host: Chris Hill Guests: Jason Moser, Ron Gross, Michael Lewis Engineers: Dan Boyd, Austin Morgan
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What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses: - TJX defying the recent trend of retailers struggling - How TJX can potentially smooth out its results in good economic times - Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks
Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.
Got a question for the show? Call our hotline: 703-254-1445
Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL
Host: Chris Hill Guests: Maria Gallagher Producer: Ricky Mulvey Engineers: Dan Boyd
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"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop
(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.
Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB
Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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