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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Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:
- How a company enters into the Dividend Seven.
- If Home Depot can still be a growth stock.
- The metrics that dividend investors need to understand.
- Companies that have raised their dividend for decades.
Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineers: Desireé Jones, Rick Engdahl
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It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.
Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:
- How the US has gotten more efficient at extracting oil from the ground.
- The challenges facing companies hoping to build small nuclear reactors.
- Flatlining investor interest in renewables.
Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR
Host: Ricky Mulvey
Guest: Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
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Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.
(00:14) Jason Moser and Asit Sharma discuss:
- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.
- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.
- What reinvention Airbnb might be scheming up for 2025.
- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.
(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.
(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.
Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long
Engineers: Rick Engdahl
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The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.
(00:14) Jason Moser and Ricky Mulvey discuss:
- The murder of Unitedhealthcare’s CEO.
- What’s contributed to Bitcoin’s rise to $100,000 per token.
- Chewy’s trouble finding new customers.
Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.
Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP
Host: Ricky Mulvey
Guests: Jason Moser, Sanmeet Deo
Producer: Mary Long
Engineer: Rick Engdahl
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Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.
(00:14) David Meier and Mary Long discuss:
- Okta’s earnings and the future of logging in
- Marc Benioff’s ability to turn vision into performance
- Salesforce’s AI-driven future
Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.
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Companies discussed: OKTA, CRM
Host: Mary Long
Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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More shoppers bought from Shopify merchants and foot traffic declined in physical stores.
(00:14) Bill Mann and Ricky Mulvey discuss:
- Shopping data from the holiday weekend and what retailers should be cautious of.
- South Korea’s tense political situation, and what it means for the country’s companies.
- Why Wall Street is rewarding a more focused AT&T.
Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.
Check out the Giving Done Right Podcast: https://givingdoneright.org/
Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA
Host: Ricky Mulvey
Guests: Bill Mann, Dave Hatter
Engineer: Rick Engdahl
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Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss:
- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.
- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.
- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.
(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.
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Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY
Host: Dylan Lewis
Guests: Tim Beyers, Dave Hatter, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!
(00:33) Ron Gross and Jason Moser discuss:
- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.
- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.
- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.
(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.
A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.
(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.
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Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser
Engineers: Rick Engdahl
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Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.
(00:14) Asit Sharma and Dylan Lewis discuss:
- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.
- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.
- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.
Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.
(00:14) Kirsten Guerra and Mary Long discuss:
- How experiential shopping has lifted Dick’s Sporting Goods.
- Two paths forward for Kohl’s.
- Why Lemonade deserves a spot in a Thanksgiving parade.
Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.
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Companies discussed: DKS, KSS, M, LMND, BROS
Host: Mary Long
Guests: Kirsten Guerra, Robert Brokamp, Christine Benz
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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