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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Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?
(00:21) Emily Flippen and Jason Moser discuss:
- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.
- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.
- McCormick’s strong earnings, and Amazon’s continued investment in AI.
(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.
(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.
Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin
Engineers: Dan Boyd
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Home Depot buys a distribution network for landscaping, roofing and pools.
(00:14) Bill Barker and Deidre Woollard discuss:
- Why Home Depot is buying a distribution network.
- The cyclical nature of home remodeling.
- If RH’s lofty goals are attainable.
(13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel
Companies discussed: HD, RH
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Bill Barker, Morgan Housel, Daniel Kahneman
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?
(00:21) Bill Mann and Dylan Lewis discuss:
- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.
- Visa and Mastercard’s $30B settlement with merchants over interchange fees.
- A curious crypto story with Nilam Resources.
(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.
Companies discussed: V, MA
Host: Dylan Lewis
Guests: Bill Mann, Deidre Woollard, Kara Swisher
Engineers: Dan Boyd
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The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- How the settlement could impact realtors and traditional brokerages.
- The potential effect on Redfin’s growth story.
- Why CoStar may be a winner in the shake-up.
Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.
Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends
Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Boeing’s CEO is moving on, just not quite yet.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ins and outs of Boeing’s CEO search.
- Why Masimo may spin out its consumer division.
- If Elliott Management can make Match soar.
(16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.
Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Mark Dixon
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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For decades, dividends have been out of style. History suggests that may soon change.
Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:
The coming return of the “cash nexus.”
Semantics, and how academic finance differs from a real-world balance sheet.
Why free cash flow is king.
Host: Deidre Woollard
Guest: Daniel Peris
Producers: Mary Long, Ricky Mulvey
Engineers: Chace Pryzlepa, Tim Sparks
Companies discussed: META, CRM, BA, FHI
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The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.
Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:
Host: Ricky Mulvey
Guests: Jonathan Clegg, Joshua Robinson
Producer: Mary Long
Engineers: Rick Engdahl
Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL
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For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.
(00:19) Emily Flippen and Jason Moser discuss:
- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.
- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.
- Earnings from Chewy, Nike, Lululemon, and Accenture.
(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”
(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.
Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Brian Feroldi
Engineers: Rick Engdahl, Austin Morgan
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Getting into the jeans business is harder than it may seem.
(00:13) David Meier and Deidre Woollard discuss:
- Chewy’s customer growth problem.
- If Chewy is the future of veterinary care.
- The picks and shovels play behind sports betting.
(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.
Companies discussed: CHWY, SRAD, GES, GAP
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: David Meier, Mary Long, Lauren Sherman
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it.
- Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.
(13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.
Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Lauren Sherman
Engineers: Rick Engdahl
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