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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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
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A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
Companies discussed: PLTR, ACN, CTSH, VRTX
Host: Ricky Mulvey
Guest: David Meier
Producer: Mary Long
Engineer: Rick Engdahl
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There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?
(00:21) Jason Moser and Mary Long discuss:
- What to make of Berkshire’s latest sells.
- Turnaround ideas for TGI Friday’s.
- Uber’s expanding network.
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Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Some companies drop new products. sweetgreen drops new vegetables.
Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:
- The future of automation and eating.
- Creating an “Apple-like” retail experience at a restaurant.
- sweetgreen’s balance between value and growing to become profitable.
Companies discussed: SG
Host: Mary Long
Guest: Nicolas Jammet
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton
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When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.
Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:
The note by Tom Engle that is read at the end of the show is also available here.
Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC
Host: Ricky Mulvey
Guest: Alicia Alfiere, Matt Argersinger
Producer: Mary Long
Engineers: Desiree Jones, Rick Engdahl
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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.
(00:42) Bill Mann and Matt Argersinger discuss:
- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.
- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.
- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.
(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.
(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.
Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner
Engineers: Rick Engdahl
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If you want to find market-beating stocks, sometimes you have to go where few others are.
(00:15) Jim Gillies and Ricky Mulvey discuss:
- Why the market may be overreacting to Boot Barn’s CEO departure.
- A niche-grocer that’s seen its stock 2x in the past year.
- Finding “growth at a reasonable price.”
Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.
Companies discussed: BOOT, SFM, AER, HSY
Host: Ricky Mulvey
Guests: Jim Gillies, Larry the Werewolf
Producer: Mary Long
Engineers: Rick Engdahl, Austin Morgan
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The company’s cloud segment just got A LOT more efficient.
(00:21) Tim Beyers and Mary Long discuss:
- The transition from “search engines” to “answer engines.”
- Google’s fast-improving position within the cloud computing market.
- Lessons learned from SuperMicro’s steep rise and sharp fall.
Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.
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Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE
Host: Mary Long
Guests: Tim Beyers, Bill Mann, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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It’s not just a payments company.
(00:34) Jason Moser and Ricky Mulvey discuss:
- PayPal’s move to become a commerce platform, and how it’s impacting the business.
- What’s next for Venmo.
- McDonald’s traffic problems.
Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.
Visit our sponsor at www.landroverusa.com
Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineer: Rick Engdahl
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Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.
- The CFPBs “open banking” push and what it means for consumers and banks.
- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.
(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.
Visit our sponsor at www.landroverusa.com
Companies discussed: HOOD, BA, CVNA
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Yasser El-Shimy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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