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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Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.
(00:14) Nick Sciple and Dylan Lewis discuss:
- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.
- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.
- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.
(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.
Companies discussed: ANF, LULU, ATZAF, ALL.
Host: Dylan Lewis
Guests: Nick Sciple, Mary Long, Asit Sharma
Engineers: Rick Engdahl
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Fights are unfolding for companies in two very different industries: Steel and social media.
(00:21) Jason Moser and Mary Long discuss:
- Why so many companies want in on U.S. Steel.
- How to factor CEO personality into potential investments
- TikTok’s potential buyers.
Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.
Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN
Host: Mary Long
Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp
Engineer: Rick Engdahl
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Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?
(00:14) David Meier and Dylan Lewis discuss:
- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.
- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.
- Shake Shack’s new plans to open up 1500 company-owned locations.
(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.
Companies discussed: SONO, MRNA, SHAK, PGNY
Host: Dylan Lewis
Guests: David Meier, Alicia Alfiere, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl
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You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.
David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:
- Why buying and holding works.
- Rational optimism.
- The future of space travel.
Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/
Companies discussed: NVDA, SPOT, AMC, META, RKLB
Host: Ricky Mulvey
Guest: David Gardner
Producer: Mary Long
Engineer: Rick Engdahl
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Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.
(00:39) Ron Gross and Jason Moser discuss:
- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.
- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.
(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.
(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.
Listeners, you can become a member of Stock Advisor at Fool.com/signup
Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger
Engineers: Rick Engdahl
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It’s Nvidia’s world, and we’re just living in it.
(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:
- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.
- The rollout of a digital workforce.
- Why Wall Street shrugged at Nvidia’s announcements.
Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.
Companies mentioned: NVDA, PYPL
Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/
Host: Mary Long
Guests: David Meier, Jason Moser
Engineer: Rick Engdahl
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Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.
(00:14) Nick Sciple and Ricky Mulvey discuss
- The buzz around Monday Night Raw’s debut on Netflix.
- What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table.
- The new “100% margin” opportunities for the WWE.
- Why TKO Group Holdings is one of Nick’s largest personal stock investments.
Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.
Companies discussed: TKO, NFLX
Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup
Host: “The Cincinnati Cobra” Ricky Mulvey
Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp
Producer: “The Virginia Kid” Mary Long
Engineer: Rick “The Answer” Engdahl
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If your resolution involves the word “investing,” you’ve come to the right place.
Mary Long talks with a handful of Fools and analysts about:
Companies mentioned: DECK, LULU, META, NFLX, RKLB,
Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup
Host: Mary Long
Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey
Engineers: Desiree Jones, Chace Pryzlepa
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Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.
(00:14) Tim Beyers and Dylan Lewis discuss:
- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.
- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.
- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint
(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.
Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD
Host: Dylan Lewis
Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier
Producer:Ricky Mulvey
Engineers: Rick Engdahl
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Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.
(00:45) Asit Sharma and Bill Mann discuss:
- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.
- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.
- A few words of caution for fintech and investing in the U.S. in 2025.
(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.
TMF Premium members can get the full December Stock Advisor Roundtable episode
Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook
Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c
You can become a member of Stock Advisor at Fool.com/signup
(34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.
Stocks discussed: MSFT, META, SAM, DRI, IMAX,
Host: Dylan Lewis
Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst
Engineers: Rick Engdahl, Austin Morgan
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