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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BlackRock wants to buy ports; Trump wants to buy crypto.
(00:21) Asit Sharma and Mary Long discuss:
- How investors can prepare for potential “disturbance.”
- BlackRock’s latest acquisition.
- The reasons for and against a national “strategic reserve” of cryptocurrency.
Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.
Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?
(00:21) Jason Moser and Ricky Mulvey discuss:
- The impacts of tariffs on investors and companies.
- If Target is a value play.
- Okta’s market opportunity in security verification.
Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.
Companies discussed: HD, TSM, TGT, OKTA
Build your Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.
(00:21) Bill Barker and Dylan Lewis discuss:
- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.
- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.
- Domino’s finally delivering what the people want: stuffed crust pizza.
(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.
Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand
Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS
Host: Dylan Lewis
Guests: Bill Barker, Nick Sciple, Mary Long
Producer: Mary Long
Engineers: Dan Boyd
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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.
Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:
- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.
- What investors need to know about Ozempic and Mounjarno’s patent cliffs.
- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.
Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG
Host: Ricky Mulvey
Guest: Karl Thiel
Producer: Mary Long
Engineer: Rick Engdahl
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The great buildout for AI and GLP-1 drugs continues.
(00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.
- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.
- Earning updates from Home Depot, Axon, and Cava.
Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/
(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.
(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.
Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Josh Isner
Engineers: Dan Boyd, Rick Engdahl
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The tech giant is a data center business.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.
- CEO Jensen Huang’s vision for AI in the coming years.
- Short sellers targeting digital ad seller, AppLovin.
Companies discussed: NVDA, APP, META
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Dan Boyd
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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.
(00:21) Jason Moser and Mary Long discuss:
- Axon earnings, and the headline that sent the stock down nearly 30% last week.
- What artificial intelligence looks like in policing.
- What success looks like for TJX Companies.
Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.
Companies/tickers discussed: AXON, TJX, BROS
Host: Mary Long
Guests: Jason Moser, Emily Flippen, Ricky Mulvey
Engineer: Dan Boyd
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Some of the most speculative names in the market are seeing steep declines. What did you expect?
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The recent declines for Palantir and Microstrategy.
- If Home Depot’s cash flow story is intact.
- Celsius’s $1.8 billion acquisition of Alani Nu.
Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.
Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Dylan Lewis
Engineers: Dan Boyd, Rick Engdahl
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Berkshire’s cash hoard is approaching “Dr. Evil” levels.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.
- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.
- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.
(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.
Companies discussed: BRK.A, BRK.B, AAPL, MNMD
Host: Dylan Lewis
Guests: Tim Beyers, Rob Barrow, Ricky Mulvey
Producer: RIcky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.
Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:
- How social engineering effects your life.
- Why real diversity can prevent leaders from doing stupid things.
- The demand to return to more in-person experiences.
Host: Dylan Lewis
Guest: Malcolm Gladwell
Producer:Ricky Mulvey
Engineer: Rick Engdahl
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