Motley Fool Hidden Gems Investing

What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up w...

The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio (19:45) Jason and Matt analyze Amazon buying iRobot for $1.7...

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good us...

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan - Match Group shares hitting a new low as the business clearly has work to do - MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share Sign...

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's results - How dividend-seeking investors should think about Caterpillar - Stellar results from Arista Networks and its longtime CEO Jayshree Ullal - Pinterest shares popping on user numbers and the backin...

Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and Outset Medical's are aligned - Pepsi taking a $550 million stake in energy drink maker Celsius Holdings (14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an...

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss: - Why autonomous cars feel farther away today than in 2017 - One way that Tesla could become the new Standard Oil - Ferrari’s strategy toward electric cars - Why traditional...

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield is real or a mirage - Lesser-known energy and tech companies that may be worth your attention - How the student-loan pause is impacting SoFi - Saving in a 401(k) and being a stock investor Got a ques...

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market. (0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors (19:45) Andy and Ron discuss Chipotle's impressive abilit...

Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration! (0:22) Maria Gallagher discusses: - Meta Platforms latest results in the midst of its transition - CEO Mark Zuckerberg's blunt comments on guidance - Etsy's positive results (and stock reaction) (11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for th...

Microsoft and Alphabet didn't disappoint with their latest quarterly results. (0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving its resilience - Chipotle continuing to raise prices and profits (12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them. Stoc...

Retail (physical and digital) is squarely in the spotlight. (0:22) Jason Moser discusses: - Walmart cutting guidance for the quarter and full fiscal year - The ripple effect for shares of Amazon, Costco, and Target - Shopify CEO Tobi Lutke's memo to employees about layoffs - Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity (14:41) Robert Brokamp talks with fi...

Weber's CEO gets the boot from the board of directors. (0:22) Jason Moser discusses: - Why more company CEOs are on the hot seat - Expectations heading into a big week for Big Tech earnings - Why the idea that "search is forever" should give Alphabet shareholders comfort (12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid...

The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss: - How the Federal Reserve c...

Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday. 2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss: - Reasons why companies go public - Newly-public companies that may never come back to IPO levels - Questions for investors to ask e...

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it. (0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson (20:15) Jason and Matt discuss the latest results from Netflix,...

Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion. (0:22) Bill Mann discusses: - Tesla's margins being compressed and STILL being the envy of rival automakers - How Tesla is (and isn't) comparable to Netflix - Amazon using "pocket change" to make its 3rd-largest acquisition (11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, a...

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000) (0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk (10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies...

Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results. (0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of consumer health coming in late 2023 - How investors can find dividend-payers to add to their portfolio Relevant links to today's episode: Dividend Aristocrats - https://www.fool.com/investing/stock-mark...

Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Manageme...

If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real estate data he considers most relevant to watch - Most common mistakes people make when listing their homes - Best neutral colors! Host: Chris Hill Guests: David Greene Producer: Ricky Mulvey Engineer:...

There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss: - Dividend stocks that have taken a recent hit - A potential high-yield trap - The power of compounding dividends Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, M...

Earnings season has begun! (0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitte...

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report (9:13) Ricky Mulvey and Rick Munarriz discuss Cel...

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar (12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jami...