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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Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers
(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.
Stocks discussed: WMT, HD, LOW, AMZN
Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia
(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.
Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss: - Why you should ask yourself “how much is enough?” - How to align your investments with a personal mission statement - And yes, financial lessons from chimpanzees
Host: Brian Stoffel Guest: Martha Beck Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel
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After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including: - How a stock with a slow-growing top-line can become a long-term compounder - One company that was built to make acquisitions - When it’s a “crime” for a company to pay a dividend - How to water-proof your shoes
Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD
Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx
Host: John Rotonti Guests: Bill Mann, Auri Hughes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss: - Historic numbers to put the current market into perspective - Disney's better-than-you-might-think results - Rough times for coffee chain Dutch Bros - Unity Software's drive for profitability - Signs of life from Affirm Holdings - The latest from Roblox, The Trade Desk, and Peloton (19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs. (34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot. Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest Engineers: Dan Boyd, Rick Engdahl
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If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - Why we keep hammering the point about taking the long view in stock investing
(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.
Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF
Host: Chris Hill Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime Producer: Ricky Mulvey Engineers: Dan Boyd
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Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchange fees - Why The Trade Desk is a company in transition
(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.
Stocks discussed: RBLX, TTD, FVRR
Host: Chris Hill Guests: Tim Beyers, Asit Sharma, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses: - Why he believes that "poor uses of capital have not been punished" - Anchoring to 52-week highs and lows, and why it's dangerous - The level of concern over rolling lockdowns in China (14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.) Stocks discussed: SBUX, EL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses: - Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege - Meta Platforms placing a freeze on hiring - The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness" - Encouraging data around younger Americans' comfort level with going to theaters (14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching. Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH Host: Chris Hill Guests: Jason Moser, Rachel Warren, Jonathan Webb Producer: Ricky Mulvey Engineers: Dan Boyd
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The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about: - The technical challenges in bringing the metaverse to life - A murky future for all involved - Why Nike may have meaningful exposure to the metaverse To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/ Stocks mentioned: RBLX, FB, NKE, U Host: Asit Sharma Guest: Matthew Ball Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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