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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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.
(00:21) Asit Sharma and Jason Moser discuss:
- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.
- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs
- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.
(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.
Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/
(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb
Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
… and why the stock is “nowhere near fully valued.”
(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.
Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.
Companies discussed: TOST, MSFT, RBLX, META, SNAP
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.
(00:21) David Meier and Ricky Mulvey discuss:
- Why Microsoft and Meta rely on Arista Networks.
- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.
- The downfall of dating app Bumble.
Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.
Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB
Host: Ricky Mulvey
Guests: David Meier, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?
(00:21) Jason Moser and Ricky Mulvey discuss:
- Apple's and Meta’s robotics ambitions.
- Earnings from payments company Adyen.
- What Berkshire Hathaway is buying and selling
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.
Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.
Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:
- Pitching investors to back shows even when 80% of projects don’t recoup their initial investment.
- Working on original projects versus those based on existing stories.
- The formula for commercially successful musicals.
Companies discussed: DIS
Host: Mary Long
Guest: Jill Furman
Producer: Ricky Mulvey
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.
(00:21) Jason Moser and Emily Flippen break down:
- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.
- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.
- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.
(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.
(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis
Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.
(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:
- The expectations, and real business performance of The Trade Desk.
- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.
- How restaurants are responding to egg shortages.
Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.
Companies discussed: TTD, HOOD, CRBL, CELH, PEP
Host: Ricky Mulvey
Guests: Alicia Alfiere, Sanmeet Deo
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Now he wants to run OpenAI.
(00:21) Jason Moser and Mary Long discuss:
- Elon Musk’s bid for OpenAI
- What BYD’s rollout of self-driving technology means for Tesla
- Revitalized interest in Upstart’s AI lending platform
- Developments in the buy now, pay later space
Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
Learn more about your ad choices. Visit megaphone.fm/adchoices
We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:
- Shopify as a 100-year company.
- What a change in de minimis rules would mean for merchants.
- Shopify’s growth levers.
Company discussed: SHOP
Got a question for the show? Email us at podcasts@fool.com
Note: Ricky Mulvey has a position in SHOP
Host: Ricky Mulvey
Guests: Asit Sharma, Harley Finkelstein
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.
WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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