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.
This podcast episode discusses the challenges and opportunities in the media industry. It explores the decline of linear networks and the rise of streaming services, particularly those owned by Disney. The episode analyzes Disney's direct-to-consumer business, including Disney+, ESPN+, Hulu, and Hotstar, and highlights...
This podcast episode analyzes the financial performance of Celsius, Chegg, and Nelnet. While Celsius shows impressive financial growth, concerns about cash flow and potential acquisition by PepsiCo are raised. Chegg demonstrates strong AI initiatives and capital allocation strategies, but market skepticism persists. Ne...
This podcast episode covers a range of topics, including the sudden departure of Tesla's CFO, Eli Lilly's strong financial performance, Restaurant Brands International's (RBI) challenges and trends in the fast food industry, and Zoom's decision to require employees to work in-office two days per week. The overall theme...
This podcast episode discusses Berkshire Hathaway's strong performance over the last decade, with a focus on its recent second quarter results. The company's net income rose significantly, thanks in part to higher interest rates and strong underwriting in its insurance business. Berkshire remains a quintessential long-...
This podcast episode explores the hidden innovation behind fast food products and how chains use a systematic process to bring new items to market through ideation, testing, development, and operational testing. It also discusses the challenges and benefits of limited time offers, stunt food, marketing events, and tech...
This podcast episode explores the nuanced world of investing and tackles various strategies and approaches. It discusses the challenges of identifying true market-beaters and the ongoing debate between short-term trading and long-term investing. The episode delves into technical analysis versus fundamental analysis and...
This podcast episode discusses various topics including the US credit downgrade, Apple's earnings report, Amazon's financial results, the contrasting strategies of Uber and Wingstop, the impressive performance of Wingstop and ELF Cosmetics, the decline of Marvel's dominance in the box office, the challenges faced by th...
This podcast episode discusses the current state of e-commerce, with a focus on recent earnings reports from Shopify, Etsy, and MercadoLibre. The hosts note that while e-commerce has been booming in recent years, they are starting to see signs that consumers are becoming more discerning in their spending. They also dis...
This podcast episode covers a wide range of topics, including Starbucks' recent earnings report, growth potential in North America and China, Pinterest's monetization opportunities and challenges, AMD's position in the growing generative AI market, Saab's role in the European defense sector, and the capabilities and po...
This podcast episode covers various financial, tax-related, and business topics. It discusses Uber's first-ever operating profit, Apollo Global Management's financial challenges, Overstock's acquisition of Bed, Bath & Beyond's intellectual property, and tax implications for digital nomads. The episode provides insights...
This podcast episode discusses the recent bankruptcy of Yellow, a major LTL carrier, and its implications on the industry and the Teamsters union. It also analyzes the financial performance and growth prospects of SoFi, a financial technology company. Additionally, the episode explores the need to rethink retirement an...
This podcast episode explores the fascinating history of weight loss drugs, tracing their origins from deep sea fish and venomous lizards. In the 1980s, the discovery of GLP-1 in anglerfish and GLP-1 mimicking hormones in Gila monster venom paved the way for today's highly effective treatments. Researchers overcame ske...
This podcast episode explores the principles of Rule Breaker investing, a strategy that involves breaking conventional investing rules to identify outlier companies with extraordinary growth potential. Rule Breaker companies solve "migraine-level" problems and exhibit unusual characteristics, allowing them to progress ...
This podcast episode highlights key financial and market events, including the Federal Reserve's rate hike and its impact on the economy, company earnings reports from Chipotle, Spotify, Alphabet, Meta, Microsoft, Coca-Cola, Live Nation, and Mastercard, and the strong performance of Roku. The episode also discusses the...
This podcast episode discusses Meta's strategies for growth, investment, and monetization. The company's focus on expanding its advertising reach, prioritizing short-form video content, and investing in AI to enhance its metaverse experience is explored. Meta's efforts to capitalize on Twitter's struggles, the impact o...
This podcast episode explores Microsoft and Alphabet's recent financial reports and growth prospects. Microsoft's revenue was ahead of expectations, but its disappointing revenue outlook led to a stock price drop. Despite this, Microsoft has a strong financial position and plans to invest in AI and Azure capabilities. ...
This podcast episode emphasizes the importance of maintaining a long-term perspective in investing, as historical data indicates strong upward trends in stock market performance. While market corrections can occur, they are not guaranteed and should not deter investors from staying invested. Despite general market move...
This podcast episode explores the challenges facing ESPN due to cord-cutting and the changing media landscape. The episode also discusses the financial challenges facing AMC Theatres, including its unsustainable debt load, declining demand, and failed pricing strategy. The episode concludes with an analysis of the cont...
This podcast episode discusses Bob Iger's memoir, "The Ride of a Lifetime," which offers insights into his leadership style and experiences during his tenure as CEO of Disney. The book emphasizes the importance of creativity, dealmaking, and understanding the core business. While acknowledging criticisms of Iger's lead...
This podcast episode explores Mattel's transformation into an IP (intellectual property) powerhouse. It delves into the evolution of the company's IP-to-movie strategy, emphasizing the challenges and considerations involved, such as the Barbie movie's journey to the big screen. The discussion highlights the significanc...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
