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The Motley Fool · Investment

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.

Episodes

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How Banned Chips Get to China

28 Aug 2024
25m
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This podcast episode presents a comprehensive analysis of the retail landscape, highlighting Chipotle's impressive performance and Abercrombie's surprising turnaround amid mixed consumer spending signals, alongside Chewy's focus on deep customer relationships to drive growth. The discussion shifts to the illicit trade ...

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Is Nvidia a Vibe Stock?

27 Aug 2024
27m
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This podcast episode delves into the intricate dynamics of tech and finance, examining Nvidia's remarkable market rise amidst skepticism about sustainable growth, while juxtaposing this with Pinduoduo's alarming stock drop despite its initial success in the Chinese e-commerce arena. The conversation then pivots to esse...

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Stationary Bikes are Difficult to Turn

26 Aug 2024
28m
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This podcast episode dives into the competitive landscape of the electric vehicle market, spotlighting the rivalry between BYD and Tesla amidst geopolitical tariff implications, while shifting focus to Brunswick's innovative approach in the boating industry through subscription services and advancements in autonomous t...

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Meet the Fool: Tim Beyers

25 Aug 2024
28m
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This podcast episode follows Tim Beyers' transformative journey from a career in communications to becoming a prominent tech investment analyst at The Motley Fool, highlighting his initial exposure to investing through mentorship and personal experiences, particularly emphasizing the lesson of humility gained from earl...

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Sam Altman’s Nuclear Bet

24 Aug 2024
29m
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This podcast episode focuses on the revitalization of nuclear energy through innovative approaches led by Oklo's CEO, Jake DeWitte, who advocates for smaller, more efficient reactors and a new business model that emphasizes cost-effectiveness and reliability. DeWitte details the benefits of the EBR-2 liquid sodium-cool...

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Rates Going Down, Cava Keeps Climbing

23 Aug 2024
40m
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This podcast episode delves into various critical economic updates and market reactions following Fed Chair Jerome Powell's speech hinting at a rate cut, evaluates the impressive yet concerning performance of restaurant chains like Cava, discusses the varied fortunes of retailers amid economic challenges, analyzes the ...

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Can Zoom be More than Zoom?

22 Aug 2024
19m
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This podcast episode delves into the dynamic transformations within major companies like Zoom, Lowe's, Trex, and Target, highlighting their strategies to adapt and thrive in challenging market conditions. While Zoom aims to broaden its platform beyond video conferencing through innovative AI solutions, Lowe's navigates...

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One Lifetime of Ads = $22,000

20 Aug 2024
21m
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This podcast episode captures the vibrant atmosphere of Podcast Movement, where hosts Ricky Mulvey, Mary Long, and Dylan Lewis engage in insightful discussions on the latest trends in podcasting, emphasizing the importance of experimentation and consistent improvement in content creation. They explore the complexities ...

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The Silicon, Software, and Systems

19 Aug 2024
18m
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This podcast episode delves into AMD's strategic acquisition of ZT Systems for $4.9 billion as a significant move to enhance its competitiveness against NVIDIA in the AI sector, centering on the importance of an integrated ecosystem that combines silicon, software, and systems to better serve sophisticated businesses. ...

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Meet the Fool: Bill Mann

18 Aug 2024
22m
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This podcast episode features Bill Mann, the Motley Fool's director of small cap research, who shares his unique investing journey marked by curiosity, international exposure, and learning from mistakes. Through his experiences—from discovering an investment opportunity in Chipotle to recognizing the pitfalls in his ri...

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Dividends = Discipline

17 Aug 2024
24m
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This podcast episode examines the nuances of dividend stocks, arguing they represent a contrarian opportunity in a low-yield market, particularly highlighting their advantages for both young investors and established companies that prioritize disciplined capital allocation. The hosts engage in a comprehensive discussio...

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The Market's Coiled Spring

16 Aug 2024
39m
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This podcast episode delves into the dynamic shifts occurring in the retail and food industries, with a focus on Starbucks' new CEO Brian Niccol, who faces significant challenges transitioning from Chipotle's scale to Starbucks' global operations. The discussion touches upon notable earnings reports from Walmart and Ho...

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Walmart Wins Bargain Games

15 Aug 2024
30m
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This podcast episode provides an in-depth analysis of Walmart's strong performance amid evolving market trends, spotlighting their international growth and deflationary impacts on pricing power. It contrasts the grocery sector's outperformance against the S&P 500 while examining shifting consumer spending patterns and ...

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What Happens if Alphabet Breaks Up?

14 Aug 2024
28m
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This podcast episode delves into the potential breakup of Google as the Justice Department evaluates antitrust concerns, alongside a discussion on the broader implications for big tech and market competition. With insights from Tim Beyers, the episode highlights the delicate balance between regulatory measures and fost...

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Chipotle CEO Orders Coffee

13 Aug 2024
26m
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This podcast episode delves into key transitions within major companies and the broader economic landscape, starting with Starbucks' new CEO, Brian Nickell, who is expected to leverage his prior achievements at Chipotle to navigate Starbucks through its recent challenges. The discussion then shifts to Home Depot's earn...

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All Eyes on the Attention Economy

12 Aug 2024
30m
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This podcast episode provides an in-depth analysis of recent earnings reports from major companies like Reddit and Disney, highlighting impressive revenue growth and future monetization strategies, while also addressing the challenges faced by Wayfair in its dropshipping model and logistics. The dialogue showcases how ...

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Nate Silver on Gambling, VCs, and AI

10 Aug 2024
51m
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This podcast episode features Nate Silver discussing the complexities of forecasting in a world characterized by risk and uncertainty, particularly in the context of the 2024 presidential election. He emphasizes the importance of bold decision-making, highlights significant trends and risks within political strategies ...

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Big Trouble or Business as Usual?

09 Aug 2024
39m
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This podcast episode delves into recent market volatility, particularly focusing on Japan's stock market and emotional investor reactions to economic news, while emphasizing the importance of discipline in investing. Analysts discuss the psychological effects of interest rate cuts, Google's antitrust ruling, and variou...

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Two Growth Stories

08 Aug 2024
29m
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This podcast episode delves into the current state of market volatility and its impact on investment strategies, highlighting the perspectives of experts on navigating these turbulent times. Conversations focus on companies like Toast and Shopify, where the hosts dissect growth potential, profitability metrics, and eme...

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Another Wild Day in the Market

07 Aug 2024
30m
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This podcast episode intricately examines the financial landscapes of SuperMicro and Roku, highlighting SuperMicro's meteoric revenue growth driven by AI and its ambitious $50 billion revenue target, while also addressing the challenges of profitability amidst changing market dynamics. Concurrently, Roku's dominant pos...

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