The Motley Fool
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.
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Episodes
Everything Is a Circle 25.06.2025 22:49
A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury. (00:21) Asit Sharma and Mary Long discuss: - The housing market slowdown, and where prices go from here. - How Carnival rides the waves of uncertainty. - Circle’s meteoric rise. - Diworsification at a watch company. The Wall Street Journal story discussed at the end of the show can be found here: https://www.w...
Breaking Up is Hard to Do: It's Not Me, It's You 24.06.2025 17:44
Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Waymo and Uber's big Atlanta debut. - What the potential tax deduction on autos could mean for consumers and companies. - Matt has a financials-related stock he thinks is worth a closer look. Tickers mention...
Tesla’s Key Robotaxi Rollout 23.06.2025 25:26
FICO turns to BNPL data and Fiserv embraces a new stablecoin. Andy Cross, Jason Hall, and Matt Frankel discuss: - FICO to include BNPL data - The importance of Tesla’s robotaxi - Tesla’s advantages and challenges in self-driving - Fiserv launches its own stablecoin Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP Host: Andy Cross Guests: Jason Hall, Matt Frankel Engineer: Dan Boy...
Seth Godin on AI, Branding, and Attention 21.06.2025 56:41
Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss: - If AI has a branding problem. - How the needs for status and affiliation drive human behavior. - Alphabet’s strategy problem. Com...
Economy is Solid. Economy is Uncertain. 20.06.2025 42:31
Households and businesses are feeling more uncertain about the future, but the labor market is strong. (00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss: - The latest Fed meeting, and what Jerome Powell is watching. - What AI means for a consulting giant. - Earnings from Kroger and Darden Restaurants. (19:11) Then, we play a portion of our member’s only p...
Albertson’s Carries Baggage 18.06.2025 16:49
The grocer is in a pickle. Can a longtime employee and new CEO turn it around? (00:21) David Meier and Mary Long discuss: - The macro factors influencing Powell’s interest rate decision. - Andy Jassy’s letter to Amazon employees. - Albertson’s turnaround and market-beating potential (or lack thereof). Companies discussed: AMZN, META, MSFT, ACI, KR Host: Mary Long Guest: David Meier Producer: Ricky...
Opportunities in Housing and a Solar Scare 17.06.2025 20:32
Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnings. - How to think of your house: asset vs. investment. - Matt & Jason’s top 3 homebuilders. Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advert...
Big Retail, Stablecoins and Dividends, Oh My! 16.06.2025 18:18
Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own stablecoins. - Roku and Amazon expand their partnership. - Two dividend stocks Matt thinks are worth getting on your radar. Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR Host: Jason Moser Guest: Matt...
Howard Marks, The State of the Market 15.06.2025 1:04:28
Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about: - How investors should think about the deficit - Investing in human emotion - The inescapability of risk Hosts: Tom Gardner, Andy Cross, Buck Hartzell Guest: Howard Marks Engineers: Bart Shannon, Dan Boyd...
Airbnb Goes Beyond Stays 14.06.2025 19:57
Travel can slow down temporary but the demand to get away from your home is everlasting. Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about: - Why Airbnb is focusing on experiences and services. - The stock’s long-term performance. - How ideas develop at Airbnb. Company discussed: ABNB Hosts: Tom Gardner,...
The World Grows More Uncertain 13.06.2025 42:31
And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime’s IPO. - Earnings from RH and Adobe. (19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Hap...
Is CAVA a Palate Pleaser? 12.06.2025 18:18
Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation? Tim Beyers and Rick Munarriz discuss: - Oracle’s AI-fueled earnings. - Dave & Busters and Chewy: who had the better earnings? - All about the Chime IPO - Plus … Dueling Fools returns! Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM Host: Tim Beyers Guests: Rick Munarriz Engineer: Dan Boyd Advertiseme...
Exploring CoreWeave: An NVIDIA-Backed AI Play 11.06.2025 11:01
Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezzle vs. Shopify Companies discussed: CHWY, CRWV, SEZL, SHOP Host: Anand Chokkavelu Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Advertisements are sponsored content and provided for informational p...
Apple, SPACs and Stocks We Bought 10.06.2025 18:41
Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from Apple's Worldwide Developers Conference. - Are Opendoor's best days behind it? - The two stocks we just bought! Companies discussed: AAPL, OPEN, AMD, WM Host: Jason Moser Guests: Matt Frankel Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements...
HBO and CNN Split Up 09.06.2025 16:44
Warner Bros. Discovery is planning to break itself up into two distinct companies. (00:21) Andy Cross and Jason Hall discuss: - Warner Bros. Discovery splits up. - How does it affect the streaming game of thrones? - Reddit vs. Claude Companies discussed: WBD, NFLX, DIS, CMCSA, RDDT Host: Andy Cross Guests: Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored conten...
J.L. Collins, Achieving Financial Independence 07.06.2025 46:59
Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp caught up with Collins for a conversation about: - The challenges and appeal of being a super-saver. - How to use the 4% rule. - The value of “self-cleansin...
Friendship Breakup Costs Tesla 06.06.2025 40:24
You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and Broadcom. - Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders. - Docusign’s turnaround story. (19:03) Stacey Vanek Smith, co-host of “Everybody’s Business”, joins Ricky...
Nintendo’s Big Release 05.06.2025 21:49
Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect between Nintendo’s sales and its share price. - Different strategies across the video game industry. - Five Below’s impressive quarter. Companies mentioned: NTDOY, MSFT, SONY, FIVE Host: Mary Long Guest:...
What Bonds, Dollar Stores Say About Economy 04.06.2025 24:16
More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year. - What Dollar Tree’s results reveal about the American economy. - Why stock investors should care about the bond market’s signals. Host: Ricky Mulvey Gue...
The Stock of the Summer 03.06.2025 16:45
Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise” with Dollar General, Disney, and Meta. - “Buy, Sell, or Meh” with the same three companies. Companies discussed: EPR, AMD, SNOW, DIS, META Build your Range Rover Sport at www.rangerover.com/us/sport Host...
Right Place, Right Time for Zscaler 02.06.2025 24:59
The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational p...
The Next Gold Rush: Emerging Markets? 31.05.2025 30:50
Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. Opportunities in China, India, and Brazil. What falls into Jan’s “hated things” bucket. Companies discussed: TSLA, NSE: BHARTIARTL Host: Ricky Mulvey Guest: Jan van Eck Producer: Mary Long Engineer: Rick En...
The Economic Mood Brightens 30.05.2025 41:31
Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses hi...
Nvidia’s Big Number 29.05.2025 21:04
$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump’s trade saga. - A rose and a thorn from Nvidia’s latest report. - Another trade-related announcement that affects the semiconductor supply chain. Companies discussed: N...
Security, Sports, and Skiing 28.05.2025 18:39
Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reaction. Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions. Vail Resorts has new "old" leadership, but will it be enough? Companies Discussed: OKTA, MSFT, DKS, MTN Host: Jason Moser Guest: Matt Argersinger Pr...
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