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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Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock.
Rotonti discusses: - How to pick a discount rate for investments. - The key difference between fair and intrinsic value. - How to project free cash flows.
Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode.
Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/
Stocks discussed: IBM, NEE, PEP
Host: John Rotonti Producer: Ricky Mulvey Engineer: Rick Engdahl
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Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips!
(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.
Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.
Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B
Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl
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Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:
- The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now.
(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.
Stocks: TWTR, TSLA, GS, NVDA, CRWD
Host: Dylan Lewis
Guests: Bill Mann, Asit Sharma, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart.
- A rebound for Delta Airlines.
Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.
Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD
Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool
Host: Deidre Woollard Guests: Jason Moser, Emily Flippen, Meilin Quinn Producer: Ricky Mulvey Engineer: Tim Sparks
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Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.
(0:17) Yasser El-Shimy joins Asit Sharma to discuss:
- Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen.
When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”
Got a question about stocks? Call our voicemail: 703-254-1445
Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN
Host: Asit Sharma Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board.
- Warner Bros. Discovery’s first day as a publicly traded company.
- A potential seller’s strike at Etsy.
(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.
Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG
Host: Deidre Woollard
Guests: Tim Beyers, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl, Annie Franks
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Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses: - How Gross traded bonds to beat the market for decades - Why PIMCO may have “started the party” that led to the Great Recession - Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house Bonus resource! How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/ Host: Ricky Mulvey Guest: Mary Childs Engineer: Steve Broido, Tim Sparks
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Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses: - How net income becomes free cash flow - The choices companies can make with free cash flow (and why investors should care) - Margins that can indicate the health of public companies Bonus resource! How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx
Stock discussed: CMG Host: John Rotonti Producer: Ricky Mulvey Engineer: Rick Engdahl
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The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as: - Meta Platforms working on a currency for the metaverse - Twitter’s incoming director: Elon Musk - Berkshire-Hathaway’s new stake in HP - Rite Aid’s tenuous future - Coca-Cola’s latest flavor innovations
(19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports.
(33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy.
Got a question about stocks? Call our voicemail: 703-254-1445
Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY
Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, John Ourand Engineers: Steve Broido, Rick Engdahl
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Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:
- Whether people going back to offices could be a growth catalyst for Waste Management
- The underrated subscription part of Rollins' business
- How businesses like Sherwin-Williams can be compounding machines for shareholders
(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.
Stocks discussed: WM, WCN, ROL, SHW
Got a stock question? Email podcasts@fool.com!
Host: Chris Hill
Guests: Jim Mueller, Alicia Hammond
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
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