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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Owning companies can help you build wealth. So can real estate.
Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:
- Creating a vision for your investing plan.
- “The HGTV disease.”
- Risk mitigation strategies for real estate investors.
- A common way that real estate investors start out.
Host: Deidre Woollard
Guest: Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.
Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:
Get your dividends report here: www.fool.com/2024dividends
A correction: Texas Roadhouse serves lunch on the weekends.
Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Tickers discussed: TXRH, KR, DDS, SCHD, VIG
Host: Ricky Mulvey
Guest: Anthony Schiavone, Matt Argersinger
Producer: Mary Long
Engineers: Tim Sparks
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Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.
(00:21) Bill Mann and Andy Cross discuss:
- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.
- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.
- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.
(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.
(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.
Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO
Host: Dylan Lewis
Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison
Engineers: Tim Sparks, Dan Boyd
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(00:21) Asit Sharma and Deidre Woollard discuss:
- The promise of Tesla’s next-generation vehicles.
- If Tesla’s energy business is finally ready for prime time.
- How ServiceNow’s AI push is paying off.
(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.
Companies discussed: TSLA, BYD, NOW, CNSWF
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Mary Long, Tom King
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.
(00:21) Tim Beyers and Dylan Lewis discuss:
- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.
- Chipotle’s preparations for “peak burrito.”
(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.
Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan Boyd
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One of the biggest shows on cable is leaving for streaming.
(00:21) Ricky Mulvey and Bill Mann discuss:
- Netflix’s $5 billion deal with the WWE.
- Proctor & Gamble’s quarter and write down of Gillette.
- Why Schwab’s deposit flight isn’t quite breaking the bank.
Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.
Companies discussed: NFLX, TKO, PG, SCHW
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Bill Mann, Michael Finke
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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What’s behind this latest rally?
(00:21) Jason Moser and Deidre Woollard discuss:
- What could impact the recent rally?
- The potential future for Macy’s.
- Sports Illustrated and the value of legacy brands.
(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.
Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Jamil Khan
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
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Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.
Ricky Mulvey caught up with Catmull to discuss:
Tickers discussed: DIS
Host: Ricky Mulvey
Guest: Ed Catmull
Producer: Mary Long
Engineer: Rick Engdahl
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Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:
- Biogen’s next shot at an Alzheimer’s treatment.
- Why companies can’t “muscle their way” into making new molecules.
- How NVIDIA could change drug development.
- Moderna’s vaccine strategy
Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX
Host: Deidre Woollard
Guest: Karl Thiel
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.
- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.
- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.
(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.
(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.
Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones
Engineers: Dan Boyd
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