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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If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.
Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:
- An industry where investors can ignore sales growth.
- What shifting consumer tastes mean for convenience stores.
- One company “taking over a mountain no one else wants”.
Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA
Host: Mary Long
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Tim Sparks
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40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.
Amazon is a goliath.
Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:
- Amazon’s early days and how it withstood years of sustained losses.
- How Amazon makes Wall Street look genteel.
- The lengths that the company went to get information from competitors.
Companies discussed: AMZN, TGT, EBAY
Host: Mary Long
Guest: Dana Mattioli
Producer: Ricky Mulvey
Engineers: Dez Jones, Austin Morgan
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Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.
(00:21) Jason Moser and Matt Argersinger discuss:
- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.
- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.
- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.
(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.
(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.
Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Barbera
Engineers: Dan Boyd
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The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.
(00:21) David Meier and Ricky Mulvey discuss:
- OpenAI’s $50 billion valuation jump in one week.
- A space SPAC that’s more than 10xed since April, 2024.
- One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.
Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.
Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE
Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month.
Host: Ricky Mulvey
Guests: David Meier, Asit Sharma
Engineer: Dan Boyd
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The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:
Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.
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Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SWA, DLA, CPB
Host: Mary Long
Guests: Bill Mann, Robert Brokamp, Dave Hatter
Producer: Ricky Mulvey
Engineer: Tim Sparks, Dan Boyd
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Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The situation that Niccol is coming into at Starbucks.
- Why previous leadership at the coffee giant didn’t work out.
- A sporting goods retailer that may have reached bottom.
Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.
Visit our sponsor www.factormeals.com/foolpod50
Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SBUX, ASO
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Dave Hatter
Producer: Mary Long
Engineer: Dan Boyd
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Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?
(00:21) Jason Moser and Dylan Lewis discuss:
- Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions.
- The latest anti-trust case against Google and why Meta and Apple should probably be paying attention.
- Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.
(14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.
Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS
Host: Dylan Lewis
Guests: Jason Moser, Ricky Muley, Tom Shea
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:
- Finding multi-baggers.
- Under the radar opportunities.
- Having a Chief Technology Officer in your family.
Join Stock Advisor here: www.fool.com/signup
Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5
Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT
Host: Brian Stoffel
Guest: Tom Gardner
Producers: Mac Greer, Ricky Mulvey
Engineers: Austin Morgan, Dez Jones
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The fewer eyes on a market, the less efficient it’s going to be.
Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:
- What investors should look for in younger companies.
- If Walgreens has a real turnaround story brewing.
- A rapidly growing travel company out of South America.
Companies discussed: WBA, SCHW, CRSP, DESP
Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks
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NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.
- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.
- The latest earnings updates from: Toro, Docusign, and ABM Industries
(20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.
(34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.
Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Brandon Copeland
Engineers: Dan Boyd
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