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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When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.
- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.
- Coupang’s continued rise as the major player in e-commerce in South Korea.
(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.
Companies discussed: AAPL, BYND, CPNG
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Carrie Sun
Producer: Mary Long
Engineers: Chace Pryzlepa, Dan Boyd
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Zoom has a new growth story. Are investors buying it?
(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.
Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.
Got a question for the show? Email us at podcasts@fool.com.
Companies discussed: ZM, AZO, WEN, KLG, SCHW
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Warren Buffett’s annual letter points to a steady path ahead.
(00:21) Jason Moser and Deidre Woollard discuss:
- Why Berkshire Hathaway doesn’t pay a dividend.
- If utility businesses are in trouble.
- What a mountain of cash means for the insurance business.
(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.
Companies discussed: BRK.A, BRK.B, DPZ, LULU
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Host: Deidre Woollard
Guests: Jason Moser, Ken Costa
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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What happens when a group of hedge fund managers share the last time they cried?
Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:
- The habits of Supercommunicators.
- How Boeing and Netflix navigated communications crises.
- An under-the-radar figure running the technical side of Microsoft.
Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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You’ve probably interacted with large language models. The next version might be large vision models.
Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:
- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.
- The current challenges developing apps for the Vision Pro
- Virtual air rights, digital fashion, and questions about the future of spatial computing.
Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL
Host: Deidre Woollard
Guest: Cathy Hackl
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Earnings season rolls on plus some acquisitions made the news this week:
(00:21) Emily Flippen and Andy Cross discuss:
- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio
(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”
(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot
Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS
Host: Ron Gross
Guests: Emily Flippen, Andy Cross, Kurt Wagner
Engineers: Dan Boyd
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What does Nvidia’s blockbuster quarter signify for the future?
(00:21) Tim Beyers and Deidre Woollard discuss:
- What is fueling Nvidia’s growth?
- How far the demand for GPUs can stretch.
- What concerns Tim about Nvidia’s capital allocation.
Companies discussed: NVDA
Host: Deidre Woollard
Guest: Tim Beyers
Producers: Ricky Mulvey
Engineer: Dan Boyd
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Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
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Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Capital One wants Discover for a $35 billion dollar all stock deal.
(00:21) Ricky Mulvey and Jim Gillies discuss:
- How a merged Capital One and Discover would compare to the big banks.
- The investor reaction to the proposed merger.
- Home Depot’s earnings.
- The end of an activist story at a company that makes garden rakes.
Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.
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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann
Producer: Mary Long
Engineers: Dan Boyd, Jim Gillies
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Why would Eli Lilly put on a failure party?
Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:
- The complex failure at Boeing.
- What to do after something goes wrong.
- The problem with “move fast and break things.”
Companies discussed: BA, LLY
Host: Deidre Woollard
Guest: Amy Edmondson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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