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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Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:
Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard
Guest: Matt Argersinger
Producer: Dylan Lewis
Engineer: Rick Engdahl
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Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.
(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan Boyd
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Big pockets have weighed in at New York Community Bank, can they turn the ship around?
(00:21) Bill Barker and Deidre Woollard discuss:
- Why New York City Bank needed a deep-pocketed rescue.
- Abercrombie & Fitch’s incredible rise.
- American Eagle’s tough bet on logistics.
(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.
Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN
Host: Deidre Woollard
Guests: Mary Long, Matt Frankel, Bill Barker
Producer: Dylan Lewis
Engineers: Rick Engdahl, Dan Boyd
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Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.
- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.
- Bitcoin’s spot-ETF fueled rise to all-time highs.
(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.
Companies discussed: TGT, CRWD, BTC, JOBY, ACHR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd
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We try to separate the falling knives from the buying opportunities.
(00:21) Jim Gillies and Dylan Lewis discuss:
- NYCB’s credit downgrade, material weaknesses, and current struggles.
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings.
(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.
Companies discussed: NYCB, SFIX, PROG
Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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The European Commission is the latest to take aim at Apple’s app store.
(xx:xx) Jason Moser and Deidre Woollard discuss:
- Why Spotify and Apple are engaging in a new music streaming battle.
- If Spirit Airlines will seek another buyer.
- Why the latest go-private offer may be good news for Macy’s shareholders.
(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.
Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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When a stock goes parabolic, there’s more to the story than business performance.
Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:
- Super Micro’s real business.
- The original bull thesis for the data center service company.
- Super Micro’s relationship with Nvidia.
- What’s behind the stock’s recent performance.
Stocks discussed: SMCI, NVDA, DELL, HPQ
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
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With small caps, come great thrills. What about great rewards?
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:
Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick Engdahl
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The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.
(00:21) Jason Moser and Matt Argersinger discuss:
- Elon Musk’s lawsuit against OpenAI and Sam Altman
-.Apple putting an end to Project Titan and its automotive ambitions.
- Earnings updates from Axon and Okta, and a new dividend from Salesforce.
(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.
(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.
Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Engineers: Dan Boyd
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For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.
(00:21) David Meier and Deidre Woollard discuss:
- The power of a great CFO.
- What a change in leadership means for Snowflake.
- Why growing revenue isn’t just about new customers.
(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.
Companies discussed: CRM, OKTA, SNOW, C
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Host: Deidre Woollard
Guests: David Meier, Gary Stevenson
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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