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
The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around.
(00:21) David Meier and Mary Long discuss:
Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.
Tickers mentioned: SFIX, RTR, PLTR, BAH
Host: Mary Long
Guests: David Meier, Lou Whiteman, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Usually, you don’t want to run toward a company that cut its dividend.
(00:28) Jim Gillies and Ricky Mulvey discuss:
Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: NKE, FLHost: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?
(00:11) Jason Moser and Dylan Lewis discuss:
- Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.
- A listener question: What to expect from spicemaker McCormick this quarter.
- How the rate environment might play into results we see from companies this upcoming earnings season.
(15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.
Companies discussed: INTC, QCOM, MKC, INVH, AMH
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.
Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:
- Airbnb’s capital allocation strategy.
- The hosting platform’s competition.
- How real estate investors can get started with Airbnb.
- The scaling challenges of managing short-term rentals.
Company discussed: ABNB
Host: Mary Long
Guests: Alicia Alfiere, Scott Trench
Producer: Ricky Mulvey
Engineer: Tim Sparks
Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.
Learn more about your ad choices. Visit megaphone.fm/adchoices
“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.
Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:
- What’s driving Reddit’s 50% year-over-year user growth.
- How the social network targets ads.
- What Reddit is doing with large language models.
Companies discussed: RDDT, GOOG, GOOGL
Host: Dylan Lewis
Guest: Steve Huffman
Engineers: Rick Engdahl, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Low rates are great for stocks, as long as we’re looking at a soft landing.
(00:21) Ron Gross and Asit Sharma discuss:
- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.
- Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around.
- A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.
(19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.
(33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.
Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,
Host: Dylan Lewis
Guests: Asit Sharma, Ron Gross, Steve Huffman
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets, you got what you wanted.
(00:21) Bill Mann and Ricky Mulvey discuss:
- The rate cut from the Federal Reserve, and what the central bank is responding to.
- New rules from the SEC that aim to make markets more efficient.
- Tupperware Brands filing for bankruptcy.
Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.
Visit our sponsor: www.landroverusa.com
Companies discussed: TUP, AAPL, DFH, NVR, DHI
Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Anthony Schiavone
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Salesforce throws a party, while Chipotle streamlines guacamole prep.
(00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:
- The enviable guest list at Dreamforce
- Salesforce’s positioning in the AI arms race
- The future of casual dining
Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY
Host: Mary Long
Guests: Asit Sharma, Travis Hoium, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.
- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.
- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.
(18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.
Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: INTC, TSMC, AMZN, MSFT
Host: Dylan Lewis
Guests: Tim Beyers, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
One query on ChatGPT takes 10x the amount of electricity as a Google search.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- How big tech is dealing with the electricity demands of AI systems.
- Companies that could benefit from more energy usage.
- If Under Armour can turn around.
Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.
Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV
Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events
Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial
Host: Ricky Mulvey
Guests: Asit Sharma, Brendan Hughes
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
