Motley Fool Hidden Gems Investing

Motley 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.

Business
Investing
1101
Berkshire Hathaway Meeting Preview
Investing’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss:  - Johnson & Johnson’s spin-off of its consumer health company, Kenvue.  - If Darden Restaurants is getting a good deal on its acquisition of...
23 min
1102
The "New Normal" in Silicon Valley
As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating...
23 min
1103
Another Bank Seized & Sold
Three of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of...
25 min
1104
Private Equity’s Opaque World
If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice,...
27 min
1105
Investing Lessons from “Succession”
You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO...
28 min
1106
Big Tech, Big Payments, Big Burrito
A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and...
39 min
1107
Meta's Big Pop, Google's New Threat
For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion -...
21 min
1108
Microsoft-Activision Deal Blocked. Now What?
How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to...
26 min
1109
1 New Low, 1 New High
First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions. (00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference...
27 min
1110
"It's a landscape in chaos right now."
Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake...
26 min
1111
Doomberg on EU's Energy Crisis, Coal’s Future, ...
If a country can’t get natural gas to power its needs, where does it turn next? Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with...
28 min
1112
Boring Companies, Exciting Returns
 “A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch  Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways...
19 min
1113
Netflix, Tesla, China's Growing Auto Industry, ...
As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong...
39 min
1114
Another SPAC Bites The Dust
Buzzfeed was in a rough spot even before the ad market softened. (00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just...
22 min
1115
Monster Beverage = Monster Stock
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many...
27 min
1116
"It's the vanilla ice cream of the banking sect...
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance...
26 min
1117
Advice to a Young(er) Investor
What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor...
26 min
1118
Ramit Sethi on Spending, Renting, and Financial...
Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: -...
25 min
1119
4 Monopolies Trading at Reasonable Prices
Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition...
27 min
1120
Improving Inflation, Earnings Kickoff, and "Wal...
Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way -...
39 min
1121
Why Did You Buy That Stock?
We asked the audience about recent stock purchases and they did not disappoint! (00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy...
26 min
1122
The Public Company Hiding In Plain Sight
You might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math...
28 min
1123
1 Key Metric for Earnings Season
If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's...
20 min
1124
A Bull Case for Walmart
Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break -...
27 min
1125
Gambling Versus Investing
A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss: - The lines between...
25 min