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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Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?
Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about:
- The challenges of measuring economic data.
- What’s driving inflation.
- How Domino’s turned around its business.
Host: Mary Long
Guest: Kyla Scanlon
Producer: Ricky Mulvey
Engineer: Dan Boyd
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… and other legendary leaders.
David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:
Host: Ricky Mulvey
Guest: David Novak
Producer: Mary Long
Engineer: Tim Sparks
Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH
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Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.
(00:21) Jason Moser and Matt Argersinger discuss:
- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display.
- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.
(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.
(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.
Stocks discussed: PYPL, SPG.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker
Engineers: Dan Boyd
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Sales slow for the software company. But is that the end of the growth story?
At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.
Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU
Host: Mary Long
Guests: Tim Beyers, Asit Sharma, Ricky Mulvey
Engineer: Tim Sparks
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On May 29, there is one investing account that deserves a celebration.
First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.
Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.
Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/
Companies discussed: CHWY, DKS, CAVA
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Roger Young
Engineers: Dan Boyd, Austin Morgan
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Sometimes, great isn’t good enough.
(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.
Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.
Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Pryzlepa
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Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?
Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:
Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.
Companies discussed: CRM, AAPL, IBM
Host: Ricky Mulvey
Guest: Alex Dang, llya Strebulaev
Producer: Mary Long
Engineers: Tim Sparks, Heather Horton
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In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?
Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:
Companies discussed: DIS
Host: Ricky Mulvey
Guest: Catie Peiper
Producers: Mary Long
Engineers: Tim Sparks, Chace Przylepa
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AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.
(00:21) Jason Moser and Bill Mann discuss:
- Nvidia’s blowout quarter and upcoming stock split.
- Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan.
- Earnings updates from retailers Target, Autozone, and Lowe’s.
(19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.
(32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.
Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann
Engineers: Dan Boyd
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The tech giant continues to crush analysts’ lofty expectations.
(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.
Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.
Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL
Host:Ricky Mulvey
Guests: Asit Sharma, Mary Long, Matt Frankel
Engineers: Tim Sparks, Desiree Jones
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