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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Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss: - Why the P/E ratio is less important than you may think - The nuance of judging a bank’s efficiency - One metric to watch for any fintech company
Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/
Stocks: AXON, WFC, COF, PYPL, JPM, AFRM
Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineer: Tim Sparks
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Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history. Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss: - The Academy’s tenuous relationship with Netflix and other streamers - Warner Brothers' history of trying to recreate Disney’s magic - Unexpected business lessons from Oscar winners and nominees
Stocks: DIS, NFLX, T
Host: Chris Hill Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer Producer: Ricky Mulvey Engineers: Steve Broido, Tim Sparks
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The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as: - Google striking an app-store deal with Spotify - Uber teaming up with New York City taxis - Reports that Apple is developing a hardware subscription service - Darden Restaurants seeing improvement in its fine dining segment - The latest from Berkshire-Hathaway, Adobe, and Nike
(19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture.
(32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home.
Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch!
Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH
Host: Chris Hill Guests: Jason Moser, Andy Cross, Nell Minow Engineer: Steve Broido
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If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses: - Why investors should expect more interest rate hikes this year - The increasing attractiveness of companies with pricing power and strong ROIC - Balancing growth stocks with profitable businesses that can self-fund their operations - Three stocks he just bought (and why he bought them)
(14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about.
Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX
Host: Chris Hill Guests: John Rotonti, Dylan Lewis, Jason Hall Engineer: Tim Sparks
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Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses: - Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus - How worried Okta's corporate customers should be - Why no one should expect Okta's public communications on its recent security breach to be highly detailed
(14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money.
Stocks: ADBE, OKTA, SHOP
Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond Engineer: Tim Sparks
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If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss: - Nike’s earnings beat and global strategy - Okta’s hack, and what it means for the cybersecurity company - How rising fertilizer prices could cause wider-spread inflation.
(10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers.
Stocks: NKE, OKTA, WFC
Host: Asit Sharma Guests: Auri Hughes, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes: - The reaction from investors - Berkshire-Hathaway's increased exposure to the insurance industry - Potential for another acquisition in the next few years - Buffett's patience and relentless focus on price, and what it can teach all investors
(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.
Stocks discussed: BRK, Y, CCL, DIS, AMC
Host: Chris Hill Guests: Jason Moser, Rick Munarriz, Arnold Donald Engineer: Tim Sparks
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Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about: - How parent company Meta Platforms affects Instagram’s user experience today - CEO Mark Zuckerberg’s role in company acquisitions - The company’s shift into the metaverse Want more background on investing in metaverse stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/
Stocks: FB, SNAP, AAPL Host: Ricky Mulvey Guest: Sarah Frier Engineers: Tim Sparks, Rick Engdahl
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You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss: - Identifying great corporate leaders - How excellent CEOs balance stakeholder needs - Why company culture is one of the most important competitive advantages Want more tips for evaluating a CEO? Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN Host: John Rotonti Guest: Auri Hughes, Alyce Lomax Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as: - GameStop's 4th-quarter loss - FedEx weathering challenges to get through its latest quarter - Williams-Sonoma closing out the fiscal year with record results - Amazon and Netflix making moves to strengthen their video streaming businesses - The latest from Starbucks, Accenture, and Walmart
(19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market.
(33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy.
Got a stock you want us to discuss? Post a review on Apple and include your stock pitch!
Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM
Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld Engineer: Steve Broido
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