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
DTC Healthcare with 23andMe CEO Anne Wojcicki 24.04.2022 26:13
Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss: - Opportunities in direct-to-consumer healthcare - Creating more personalized medicine...
6 Companies, 4 Strong Balance Sheets 23.04.2022 26:16
What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A surprising way one retailer generates cash from its balance sheet - Companies holding the most formidable cash piles in the world Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD Host: John Rotonti Guest...
Tesla, Twitter, and Real Estate Trends to Watch 22.04.2022 39:30
Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A challenging immediate future for Netflix - Tesla's record profits in Q1 - Elon Musk's progression towards buying Twitter - Papa John's signing a new 3-year deal with board member Shaquille O'Neal - The...
Beth Kindig on Tech Stocks 21.04.2022 29:59
As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate (19:30) Deidre Wool...
Netflix Plummets, Lululemon Plans 20.04.2022 25:30
For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years (15:30) Ricky Mul...
The Good, Bad, and Ugly of TikTok Financial Advice 19.04.2022 25:20
Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - The company's 60-year streak of increasing its dividend - Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE (10:30) Alison Southwick and Robert Brokamp talk with Motley Fool...
While Wall St. Was Sleeping... 18.04.2022 27:36
The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Produ...
How to Value a Company with the Discounted Cash Flow Model 16.04.2022 44:10
Grab your notebook and get ready to dive deep. Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. Rotonti discusses: - How to pick a discount rate for investments. - The key difference between fair and int...
12 Spring Cleaning Stocks 15.04.2022 39:29
Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cl...
“Can we pour one out for the lawyers?” 14.04.2022 24:49
Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down: - The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now. (14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity...
Are psychedelics investable? 13.04.2022 25:27
Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart. - A rebound for Delta Airlines. Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quin...
Inflation Runs Hot 12.04.2022 31:36
Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market. (0:17) Yasser El-Shimy joins Asit Sharma to discuss: - Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen. When are you gonna get me a car? (14:55...
Musk being Musky 11.04.2022 30:59
Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board. - Warner Bros. Discovery’s first day as a publicly traded company. - A potential seller’s strike at Etsy. (20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Z...
Investing Lessons from The Bond King 10.04.2022 33:29
Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses: - How Gross traded bonds to beat the market for decades - Why PIMCO may have “started the party” that led to the Great Recession -...
Guide to Financial Statements (2 of 2) 09.04.2022 24:08
Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses: - How net income becomes free cash flow - The choices companies can make with free cash flow (and why investors should care) - Margins that can indicate the health o...
Sports Business, Virtual Currency, Buffett’s Latest Buy 08.04.2022 39:26
The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as: - Meta Platforms working on a currency for the metaverse - Twitter’s incoming director: Elon Musk - Berkshire-Hathaway’s new stake in HP - Rite Aid’s tenuous future - Coca-Cola...
Unsexy Stocks, Rewarding Returns 07.04.2022 20:30
Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses: - Whether people going back to offices could be a growth catalyst for Waste Management - The underrated subscription part of Rollins' business - How businesses like Sherwin-Williams can be compounding machines for shareholders (12:00) Alicia Hammond dis...
Bull vs. Bear: Best Buy 06.04.2022 30:23
(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss: - JetBlue’s competition with Spirit to buy Frontier Airlines. - Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans. - Restaurants in the metaverse. Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the c...
6 Great Books for Investors 05.04.2022 25:57
April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books: Liar's Poker - Michael Lewis The Big Short - Michael Lewis (Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner The Little Book That Beats T...
Leaders Gonna Lead 04.04.2022 32:20
One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses: - Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO - The likelihood of Schultz remaining CEO beyond his "interim" period - Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC - The subtle-yet-important difference between a 13D f...
Russia, China, and Global Energy Markets 03.04.2022 28:25
Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe. In this conversation with Motley Fool...
Guide to Financial Statements (1 of 2) 02.04.2022 19:47
Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.) In part one of this two part series on financial statements, Rotonti discusses: - How to understand balance sheets and income statements. - A key metric that can tell you about a company’s pricing power. - What you’re actually purchasing when you buy a s...
David Gardner on Intriguing Stocks and the Fool Foundation 01.04.2022 39:25
The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as: - Booking Holdings CEO Glenn Fogel's prediction for summer travel - Baidu being added to the SEC's list of stocks potentially facing delisting...
"You are the baker of your own cake." 31.03.2022 29:25
For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this! (00:20) Asit Sharma discusses: - Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card - Why shareholders of both companies should be happy with the outcome - How investors can take solace in a growing economy, even as stocks cooled off...
A CEO's Dire Forecast 30.03.2022 23:37
Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future. (00:20) Bill Mann discusses: - The record year RH just closed - Friedman invoking the 2008 collapse of Bear Stearns - Why RH is doing a 3-for-1 stock split Bill also answers a listener's question about small-cap st...
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