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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The key word for retail in 2022 was inventory. This year, it’s shrink.
Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:
- How Americans are spending and changing their priorities.
- The tech replacement cycle, and what that means for Best Buy.
- A slowdown for Home Depot and Lowes.
- Retail trends to watch in 2024.
Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA
Host: Deidre Woollard
Guest: Asit Sharma, Toby Bordelon
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Get in, Fools! We’re going to Canada.
Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:
Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP, TSX: CSU, TSX: ATD, TSX: SJ
Host: Nick Sciple
Guest: Jim Gillies
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?
(00:21) Ron Gross and Andy Cross discuss:
- New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update.
- Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.
(19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.
(33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.
Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard
Engineer: Dan Boyd
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Chewy’s growth depends on how much we love our furry friends.
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.
(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.
(00:21) Bill Mann and Dylan Lewis discuss:
- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.
- The sauce Bill wishes would get more love at McD’s.
- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.
(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.
Companies discussed: TGT, BYND, SHOO
Host: Dylan Lewis
Guests: Bill Mann, Pinky Cole, Deidre Woollard
Engineers: Dan Boyd
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Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber joining the S&P 500 and the company’s focus on profitability and owning its market.
- How Wells Fargo seemed to announce future layoffs in a strange way.
- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.
(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.
Companies discussed: UBER, LYFT, WFC, SPOT
Host: Dylan Lewis
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.
(00:21) Jason Moser and Deidre Woollard discuss:
- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.
- If airlines lose specialness as they grow.
- The race to bring GLP-1 drugs to market.
(18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.
Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY
Claim your dividend stocks here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Jason Moser, John Merris
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:
The state of the “War on Cash”
Embedded finance
And two “toll booths” that aren’t going away anytime soon
Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH
Host: Jason Moser, Matt Frankel
Producer: Mary Long
Engineer: Dan Boyd
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The rules of business are changing. And those rules are being written by some … unlikely characters.
Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:
Tickers discussed: AMZN, MSFT, AAPL, GOOG, META
Host: Mary Long
Guest: Andrew McAfee
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s incredible November and why we may not be out of the woods yet on rate hikes.
- Why Apple and Goldman Sachs are breaking up their credit card partnership.
- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.
(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.
You can catch Adobe’s holiday shopping tracking here.
(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.
Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Vivek Pandya
Engineers: Dan Boyd
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