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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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.
Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts.
Share stories of your own investing journey with us at podcasts@fool.com.
Host: Mary Long
Guest: Ron Gross
Engineer: Dez Jones, Annie Pope
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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?
RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:
- The rate of improvement for AI models
- How non-Mag 7 companies are using AI
- And one company that’s spending smartly on the new technology.
Take a look at the Gartner Hype Cycle.
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks
Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL
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Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.
(:21) Ron Gross and Bill Mann discuss:
- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.
- An luxury-fashion IPO that wasn’t in Italy.
- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .
(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.
(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.
Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL
Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Fawn Weaver
Engineers: Dan Boyd, Austin Morgan
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Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.
(00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.
Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.
Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG
Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Alicia Alfiere
Engineer: Dan Boyd
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)
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Sometimes, a billion bucks just isn’t enough to kickstart the engine.
(00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.
Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.
Learn more about the Range Rover Sport at www.landroverusa.com
Got a question for Alison and Bro? Email it to podcasts@fool.com
Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD
Host: Mary Long
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why Starboard Value is putting Autodesk’s management team and board on notice.
- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.
- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.
Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.
Companies discussed: ADSK, AVGO, NVDA, TSLA.
Catch Jensen Huang’s Caltech commencement speech here:
https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s
Go to www.monarchmoney.com/fool for an extended 30-day free trial.
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.
Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com
Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA
Host: Mary Long
Guest: Jason Moser
Engineer: Tim Sparks
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How do you go from writing poetry to reading 10Ks for a living?
Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com
Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Tim Sparks
Tickers mentioned: AMZN
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Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .
(00:21) Jason Moser and Emily Flippen discuss:
- Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. .
-Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time.
- The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.
(19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.
(34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.
Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen
Engineers: Tim Sparks, Dan Boyd
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Is the software giant still a growth company?
(00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy.
Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors.
Companies discussed: ORCL, MSFT, DOCN, HSY
Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Austin Morgan
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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