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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After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Warren Buffett’s plan to step down as CEO of Berkshire Hathaway.
- The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook.
- The available cash, opportunities, and challenges ahead for Greg Abel and team.
Companies discussed: BRK.A, BRK.B, AAPL, BAC
Host: Dylan Lewis
Guest: Jim Gillies
Producer: Mary Long
Engineers: Dan Boyd
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Economic interdependence is unraveling. What comes next?
Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss:
- How the US dollar became the most powerful currency in the war.
- Playing defense in a trade war.
- The economic effects from an embargo on Chinese goods.
Host: Mary Long
Guest: Edward Fishman
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.
Jason Moser and Asit Sharma join Ricky Mulvey to discuss:
- If the U.S. economy is sliding into a recession.
- Earnings from Amazon, Meta, Microsoft, and Apple.
- If investors should mind 20% of the S&P 500’s market cap being tied to four companies.
Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry.
(32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.
Host: Ricky Mulvey
Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz
Engineer: Dan Boyd
Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/
This advertisement is sponsored content and is 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 this advertisement. 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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Microsoft just got the market focused on business results again.
(00:21) Nick Sciple and Dylan Lewis discuss:
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future.
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.
(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.
Companies discussed: MSFT, META, AAPL, AMZN, WBD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.
(00:21) Asit Sharma and Mary Long discuss:
- What to do with two minutes’ extra time.
- Earnings from Starbucks.
- What’s cooking at Wingstop.
Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO.
Tickers mentioned: SBUX, WING, WBD
Host: Mary Long
Guests: Asit Sharma, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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PayPal is not making noise, but standing firm on its earnings outlook.
(00:21) Jason Moser and Ricky Mulvey discuss:
- How trade disputes are impacting the Port of Los Angeles.
- What PayPal’s advertising business means for its growth story.
- Earnings from Spotify.
Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings.
Companies discussed: WMT, PYPL, SPOT
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.
(00:21) David Meier and Dylan Lewis discuss:
- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..
- Temu and Shein pushing tariff increases to American consumers over the weekend.
- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.
(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .
Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.
Host: Dylan Lewis
Guests: David Meier
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.
This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:
- What he learned about Kalshi from this past election.
- The difference between an events contract and gambling.
- How prediction markets could disrupt sports betting.
Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.
Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html
Company discussed: HOOD
Hosts: Mary Long, Ricky Mulvey
Guests: Tarek Mansour, Jen Wieczner
Engineers: Rick Engdahl, Dan Boyd
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Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.
(00:21) Jason Moser and Asit Sharma discuss:
- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.
- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.
- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.
(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.
(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.
Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Malcolm Ethridge
Engineers: Dan Boyd
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Warren Buffett’s conglomerate has more cash on the books than any company in history.
(00:21) Matt Argersinger and Ricky Mulvey discuss:
- What home sales data says about the economy.
- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.
- The reasons why Warren Buffett could be sitting on record cash.
Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.
Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD
Host: Ricky Mulvey
Guests: Matt Argersinger, Mary Long, Asit Sharma
Engineers: Dan Boyd, Rick Engdahl
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