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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(0:20) Companies spent millions of dollars on Super Bowl ads, so how did they do? Jason Moser discusses the hits and misses from Salesforce, Meta Platforms, Hologic, Squarespace and more, as well as the current state of publicly-traded grill companies Weber and Traeger.
(16:00) Jim Gillies and Bill Mann take a "Bull vs. Bear" approach to discussing one of Warren Buffett's biggest investments: American Express. You can vote for who you think made the better argument on our Twitter account: @MotleyFoolMoney
What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: SQSP, FB, COIN, CRM, PEP, AXP, GM, BUD, HOLX, WEBR, COOK
Host: Chris Hill Guests: Jason Moser, Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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The principles of design can improve your life at work. Really. Dave Evans is a lecturer at Stanford University’s design program and the co-author of “Designing Your New Work Life.” Before that, he was an early employee at Apple and a co-founder of Electronic Arts. Producer Ricky Mulvey talks with Evans about: - The power of creating a “good enough for now” mindset - Deciding whether to quit or reinvent your job - How to create more spontaneity in a hybrid-work environment Stocks discussed: PINS, AAPL, HPQ Host: Ricky Mulvey Guests: Dave Evans Engineers: Dan Boyd
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Want to sound even smarter before, during, and after the big game? Then listen in as Dylan Lewis explores the big-money implications of the Super Bowl, including: - How broadcasters and streaming companies approach live sports - The challenge of getting subscribers to stick with a streaming service - Why some consumer goods companies are aiming for more than just brand recognition - Sports betting's evolution and growth - Prop bets!
Stocks discussed: PEP, TMUS, COKE, FCAU, CMCSA, NFLX, DIS, CZR, PENN, DKNG, WYNN
Host: Dylan Lewis Guests: Maria Gallagher, Asit Sharma, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk
Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events.
What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com
Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD
Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl
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(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO
(13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business.
Stocks discussed: DIS, CHWY, PTON, APRN, BIRD
Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations
(15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares
Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/
Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA
Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today: - Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges" - Steven Spielberg proving that past performance is generally a good indication of future results - Alison Southwick and Robert "Bro" Brokamp discuss how to talk about money with that special someone in your life (16:00)
Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Stocks: PTON, CMG, NVDA, SFTBY
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Also on today's episode: - Spirit Airlines and Frontier agree to merge, creating the 5th-largest airline in the U.S., with a strong emphasis on leisure travel - What's the main driver of a toy business? Hasbro's TV production division gets the credit for stronger-than-expected 4th quarter - Deirdre Woollard and Matt Argersinger discuss real estate investing and why they're not worried about the Federal Reserve raising interest rates (17:00)
Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Stocks: AAPL, AMZN, NKE, PTON, SAVE, ULCC, HAS, MAT, PLD, STAG, EGP
Host: Chris Hill Guests: Jason Moser, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just faster speeds for your phone– 5G technology could change the way you bank, game… and even smoke your ribs.
Additional topics include: - The fundamentals of 5G - Implications on artificial intelligence, internet-of-things devices, immersive technology, and connected vehicles - Allocation strategy for 5G investors
For more information on investing in 5G stocks, click here: https://www.fool.com/investing/stock-market/market-sectors/communication/5g-stocks/
Stocks: QRVO, TSLA, T, QCOM, CCI, AMT, AX, V, MSFT, ATVI, TCEHY, SONY
Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunistic in a down market, and how to think about your cash position.
If you have cash and our looking for stock ideas, our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit
Stocks: SBUX, AMZN
Host: Tim Beyers Guest: Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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