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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To stay on top, the consumer giants need a player in every potential market.
(00:21) David Meier and Dylan Lewis discuss:
- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.
- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.
(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?
Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.
Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool
And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm
Companies discussed: DG, WMT, PEP, KO.
Host: Dylan Lewis
Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni
Producer: Mary Long
Engineers: Dan Boyd
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How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients.
Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss:
- How to evaluate companies with market caps less than $500M.
- What makes an “intelligent fanatic.”
- Why growing a stock position is like cultivating a relationship.
Host: Buck Hartzell
Guest: Ian Cassel
Producer: Mac Greer, Mary Long
Engineer: Chace Pryzlepa, RIck Engdahl
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Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less.
- The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk.
- Earnings from Adobe, Vail, and Docusign.
(19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.
(32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.
Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey
Engineers: Dan Boyd
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Volatility is the price of admission for long-term investing.
(00:21) Anthony Schiavone and Ricky Mulvey discuss:
- Investing mindset for market corrections.
- Earnings results from Dollar General.
- Why Americans are spending less at convenience stores.
Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares.
Companies discussed: DG, SCHD, SPG, HSY, TKO
Host: Ricky Mulvey
Guests: Anthony Schiavone, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Wall Street is fearful. Should you be greedy?
(00:21) David Meier and Mary Long discuss:
- What’s changed and stayed the same since March 2020.
- If cooling inflation data is enough to calm markets.
- Meta’s plan to train an AI chip in-house.
Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection.
Host: Mary Long
Guests: David Meier, Mark Dixon
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl
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And what’s that mean for long-term stock investors?
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The tech stock sell-off.
- If the investing thesis for Tesla has fundamentally changed.
- No more free bags on Southwest Airlines (for most fliers).
Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare.
Companies/tickers discussed: QQQ, TSLA, LUV
Build your Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl, Heather Horton
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Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.
- ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.
(17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.
Companies discussed: RDFN, RKT, NOW, MTN
Host: Dylan Lewis
Guests: Tim Beyers, Anthony Schiavone, Mary Long
Engineers: Tim Sparks, Dan Boyd
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Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss:
- Why Salesforce doesn’t plan to hire any software engineers this year.
- Lessons learned from major acquisitions, like Slack and Tableau.
- Where AI goes next.
Companies discussed: CRM, MSFT, LEN, DIS
Host: Dylan Lewis
Guest: Marc Benioff
Producer: Mary Long
Engineer: Rick Engdahl, Heather Horton
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When uncertainty spikes, our ability to look out into the future shrinks.
(00:21) Emily Flippen and Matt Argersinger discuss:
- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.
- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.
- What’s behind Okta’s 25% post-earnings pop.
(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.
(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.
Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.
Engineers: Dan Boyd, Rick Engdahl
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On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Kroger’s business results.
- Why some investors are becoming more pessimistic about Abercrombie & Fitch.
- A small-cap tobacco company playing in a fast-growing trend.
Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.
Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Karl Thiel
Engineers: Dan Boyd, Rick Engdahl
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