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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We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar.
Travis Hoium, Lou Whiteman, and Emily Flippen discuss:
- Apple’s headset strategy
- Tesla’s delivery numbers
- Earnings trends to watch
- Over/Under
Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL).
Host: Travis Hoium
Guests: Lou Whiteman, Emily Flippen
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- OpenAI becomes a $500 billion company with staggering growth projections
- Berkshire Hathaway acquires Occidental Petroleum’s chemical division
- Fair Isaac Corporation upends the credit score market
- The market’s performance during and after government shutdowns
- Stocks on their radar
Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world.
Travis Hoium, Lou Whiteman and Rachel Warren discuss:
- ChatGPT shopping launch
- Winners in agentic shopping
- Losers in agentic shopping
- How big tech will adjust to the new world of commerce
Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL).
Host: Travis Hoium
Guests: Lou Whiteman and Rachel Warren
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand across the United States
The team dives into:
- Whether or not Jollibee’s rise is sustainable
- The re-emergence of Luckin Coffee and changing consumer tastes
- If the experiential dining of Kura Sushi and Haidilao Hot Pot are replicable
- Which chain offers investors the best opportunity today
Companies discussed: JBFCF, LKNCY, KRUS, HDALF
Host: Emily Flippen, Jason Hall, Sanmeet Deo
Producer: Anand Chokkavelu
Engineer: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist.
David Meier, Rick Munarriz, and Tim Beyers discuss:
- Supernova’s return with the real-money Odyssey and Phoenix portfolios.
- Why CAVA, Camping World, and Warby Parker belong on your Rule Breakers watchlist.
- A preview of new tools and what to expect when the new Supernova missions lift-off on Oct. 1.
For a full breakdown of everything planned for Supernova when it relaunches on Oct. 1, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: CAVA, CWH, WRBY,
Host: Tim Beyers
Guests: David Meier, Rick Munarriz
Producer: Anand Chokkavelu
Engineer: Bart Shannon
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks of the Future and Build Lasting Wealth. Topics include:
Host: Brian Richards
Guest: David Gardner
Producer: Bart Shannon, Mac Greer
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance.
Also in this episode:
-The Russell 2000 finally surpassed its 2021 peak – what’s behind the small-cap surge?
-The Treasury Department has released preliminary guidance about “no tax on tips”
-The spread in yields between investment-grade corporates and Treasuries is the smallest it’s been since 1998
-A lesson from the life and recent death of financial journalist Jonathan Clements: Don’t delay your bucket list until retirement
Investments discussed: VOO, QQQ, VTWO, IWC
Host: Robert Brokamp
Guest: Jeff Ptak
Engineer: Bart Shannon
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- AI’s hidden gems
- Tiktok’s sale
- Where there are opportunities today
- Meta’s AI plans
Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT).
Host: Travis Hoium
Guests: Lou Whiteman, Jon Quast
Engineer: Bart Shannon
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Starbucks unveils a $1 billion restructuring plan
- The good, the bad, and the outlook for homebuilder stocks.
- Stocks on our radar.
Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI
Hosts: Tyler Crowe Guests: Matt Frankel, Jon Quast
Engineer: Bart Shannon
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to another shift in the industry?
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Why have DTC stocks plunged?
- What omnichannel strategies have succeeded?
- What’s the future of agentic shopping?
Companies discussed: Peloton (PTON), Allbirds (BIRD), Stitch Fix (SFIX), Nike (NKE), Lululemon (LULU).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Bart Shannon
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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