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.
Copyright: © The Motley Fool
It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.
(00:15) Andy Cross and Matt Argersinger discuss:
- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.
- Why Cava and Instacart are both taking a breather post-earnings
- How the macro environment and housing market continues to weigh on activity for Home Depot.
(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.
(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.
Learn more about the Range Rover Sport at www.landroverusa.com
and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool
Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Robert Brokamp
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The future is growing brighter, and more efficient, for the entertainment giant.
(00:13) Jason Moser and Ricky Mulvey discuss:
- Highlights from Disney’s quarter.
- The future of ESPN.
- Amazon’s new discount shopping venture, Haul.
Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.
Sign up for Breakfast News: breakfast.fool.com
Companies discussed: DIS, AMZN, RKLB
Visit our sponsor: www.vanta.com/fool
Host: Ricky Mulvey
Guests: Jason Moser, Yasser El-Shimy
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?
(00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava.
- Why the fast casual restaurant doesn’t want to lean too far into digital channels.
- How Toast is able to keep growing despite macro headwinds.
Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX
Host: Mary Long
Guests: Tim Beyers, Rick Munarriz
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
The e-commerce giant is proving that growth can forgive past valuation sins.
(00:26) Jim Gillies and Ricky Mulvey discuss:
- Why investors are cheering Shopify’s latest results.
- An automotive supplier that can provide a ballast for portfolios.
- Why excitement about the market right now isn’t quite a mania.
Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.
Got a question for the show? Email us at podcasts@fool.com.
Companies/tickers discussed: SHOP, ALV, RCL
Visit our sponsor at www.public.com/motleyfool
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineer: Rick Engdahl
Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of
individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more
Learn more about your ad choices. Visit megaphone.fm/adchoices
When companies or crypto go parabolic, force yourself to think: what does normal look like?
(00:13) Tim Beyers and Dylan Lewis discuss:
- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.
- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.
(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.
Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META
Host: Dylan Lewis
Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo
Engineers: Dez Jones, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
While the storylines in crypto have gone quieter, coin prices have not.
Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about:
- The most genuine argument for crypto adoption.
- Why more politicians have warmed up to the space.
- What you have to believe, to be a Bitcoin maximalist.
- A shoestring crypto operation that’s more profitable than Nike.
Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT
Host: Mary Long
Guest: Zeke Faux
Producer: Ricky Mulvey
Engineer: Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?
OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.
They discuss:
- If building general intelligence is a winner-take-all game.
- How AI advancements could develop in the next decade.
- Lingering questions and worries about the future of superintelligence.
Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.
Companies mentioned: MSFT, GOOG, GOOGL, TSM, META
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.
(00:40) Jason Moser and Bill Mann discuss:
- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.
- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?
- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.
(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.
(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.
Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.
(00:21) Bill Mann and Ricky Mulvey discuss:
- Earnings from MercadoLibre and Celsius.
- The difficult market for energy drink makers.
- Schwab opening up 24 hour trading for stocks.
Companies discussed: MELI, CELH, MNST, SCHW
Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.
(00:20) Asit Sharma and Dylan Lewis discuss:
- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.
- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.
- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.
- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.
Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO
Host: Dylan Lewis
Guests: Asit Sharma
Producer: Mary Long
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
