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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Just how resilient is resilient?
(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.
Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.
Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN
Host: Mary Long
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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A lot, actually.
(00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.
Check out the Range Rover Sport at www.landroverusa.com
Got a question for the show? Email us at podcasts@fool.com
Companies discussed: JPM, CAVA, SG, TXRH
Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.
- A sneaky company that’s another winner in the weight-loss market.
- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.
(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.
Companies discussed: HIMS, NVO, MCK, LLY, Wix
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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So, you want to grow your wealth. What’s the best way to do it?
In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.
Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation.
Host: Chris Hutchins
Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench
Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long
Engineers: Exodus Media, Steve Broido
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The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.
(00:21) Jason Moser and Matt Argersinger discuss:
- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.
- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.
- The latest addition to Warren Buffett’s portfolio: Chubb.
(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.
(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..
Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, John Mackey
Engineers: Dan Boyd
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The streamer now has Christmas football games.
First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.
Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.
Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Lou Whiteman
Engineers: Dan Boyd, Steve Broido
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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Step aside, Siri. A new generation of AI voice assistants has arrived.
First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.
Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.
Stock Advisor discount for podcast listeners: www.fool.com/asit
Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jason Hall
Engineers: Dan Boyd, Heather Horton
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One tweet is all it takes to add a few billion dollars in market cap.
First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.
Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.
Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX
Check out the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?
(00:21) Jason Moser and Dylan Lewis discuss:
- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.
- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.
(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.
Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Ricky Mulvey,
Producer: Ricky Mulvey
Engineers: Dan Boyd
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“Ideas are cheap; the people are what matter.”
Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.
Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:
Companies discussed: SPOT
Host: Ricky Mulvey
Guest: Martin Gonzalez
Producer: Mary Long
Engineer: Dez Jones
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