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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Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.
(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:
Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER
Host: Dylan Lewis
Guest: George Arison
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:
- An unlikely turnaround at a retailer serving plus sized, moderate income black women.
- Being kind versus being nice.
- When liabilities can become assets and vice versa.
- Real world goodwill versus the accounting version.
Companies mentioned: NVDA
Host: Mary Long
Guest: James Rhee
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.
(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Ethan Mollick
Engineers: Desiree Jones, Dan Boyd
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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Investors soured on the insurance company. But, what happens if the business can become cash flow positive?
(00:21)Yasser El-Shimy and Deidre Woollard discuss:
- Why big trucks might become less popular.
- If slowing EV production makes long-term sense.
- The power demands of artificial intelligence.
(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.
Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG
Host: Deidre Woollard
Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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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The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.
- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.
- Bob Iger and Disney’s board victory, and where the company should be focused now.
(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.
Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT
Host: Dylan Lewis
Guests: Asit Sharma, Peter Platzer, Ricky Mulvey
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Value and growth investors don’t need to be at odds. They’re all playing the same game.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Payments company, Nuvei, going private and the deal's winners and losers.
- A demand shift to hybrid vehicles.
- What Tesla’s deliveries miss means for the carmaker.
(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.
Companies discussed: NVEI, PYPL, ADYE.Y, TSLA
Link to a discounted Stock Advisor subscription: www.fool.com/signup
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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With the market hitting new highs, which stocks can go the distance?
(00:21) Jason Moser and Deidre Woollard discuss:
- Another big stumble for AT&T.
- Why 3M’s spin-off might be worth watching.
- What’s driving gold prices.
(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.
Companies discussed: T, SOLV, MMM, UPS, PATH, AMD
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?
Dylan Lewis caught up with Gardner for a conversation about:
- Loss aversion and Rule Breaker investing
- The 2nd Anniversary of The Motley Fool Foundation.
- And play a special March Madness-themed Market Cap Game Show.
Stocks mentioned: NVDA, AMZN
Host: Dylan Lewis
Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- Rent in low-Earth orbit.
- Defense systems and the hope of a space-based “McDonald’s Effect.”
Companies discussed: MRK, PFE, MRNA, NVDA
Host: Ricky Mulvey
Guests: Tom Vice
Producer: Mary Long
Engineer: Dan Boyd
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