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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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The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.


(00:21) Nick Sciple and Ricky Mulvey discuss:

- How the settlement could impact realtors and traditional brokerages.

- The potential effect on Redfin’s growth story.

- Why CoStar may be a winner in the shake-up.


Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.


Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends


Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP


Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-03-25

The Long Goodbye

27 min
View

Boeing’s CEO is moving on, just not quite yet.


(00:21) Jason Moser and Deidre Woollard discuss:

- The ins and outs of Boeing’s CEO search.

- Why Masimo may spin out its consumer division.

- If Elliott Management can make Match soar.


(16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.


Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY


Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: Jason Moser, Mark Dixon

Producer: Ricky Mulvey

Engineers: Chace Pryzlepa, Dan Boyd

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Extract Knowledge
Published 2024-03-24

The Dividend Returns

25 min
View

For decades, dividends have been out of style. History suggests that may soon change.


Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:

The coming return of the “cash nexus.”

Semantics, and how academic finance differs from a real-world balance sheet.

Why free cash flow is king. 


Host: Deidre Woollard

Guest: Daniel Peris

Producers: Mary Long, Ricky Mulvey

Engineers: Chace Pryzlepa, Tim Sparks


Companies discussed: META, CRM, BA, FHI



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Extract Knowledge
Published 2024-03-23

Does F1 Need Netflix?

31 min
View

The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.


Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:

  • How a used car dealer became a global entertainment magnate.
  • Why the underdog never seems to win in racing.
  • The inseparability of Ferrari and F1.


Host: Ricky Mulvey

Guests: Jonathan Clegg, Joshua Robinson

Producer: Mary Long

Engineers: Rick Engdahl


Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL


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Extract Knowledge
Published 2024-03-22

FTC vs. Apple’s Walled Garden

40 min
View

For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure. 


(00:19) Emily Flippen and Jason Moser discuss:

- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.

- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut. 

- Earnings from Chewy, Nike, Lululemon, and Accenture. 


(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”


(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.


Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG


Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Brian Feroldi

Engineers: Rick Engdahl, Austin Morgan


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Extract Knowledge
Published 2024-03-21

A Denim Moat

28 min
View

Getting into the jeans business is harder than it may seem.


(00:13) David Meier and Deidre Woollard discuss:

- Chewy’s customer growth problem.

- If Chewy is the future of veterinary care.

- The picks and shovels play behind sports betting.

(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.


Companies discussed: CHWY, SRAD, GES, GAP

Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: David Meier, Mary Long, Lauren Sherman

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Extract Knowledge
Published 2024-03-20

Split Your Burrito and Your Stock

29 min
View

Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.   


(00:13) Tim Beyers and Dylan Lewis discuss:

- Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it.

- Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses. 


(13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.


Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF


Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Lauren Sherman

Engineers: Rick Engdahl


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Extract Knowledge
Published 2024-03-19

Nvidia Sells Chips Like Pancakes

29 min
View

The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.


(00:21) Asit Sharma and Ricky Mulvey discuss:

- The advancements in Nvidia’s new Blackwell GPU.

- If any competitors are closing in on the tech giant.

- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.


Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.


Stock Advisor discount link for podcast listeners: www.fool.com/asit


Got a question for the show? Email us at podcasts@fool.com


Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN


Host: Ricky Mulvey

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-03-18

Meet The New Kids

28 min
View

Deckers Outdoor and Super Micro Computer enter the S&P 500.


(00:21) Jason Moser and Deidre Woollard discuss:

- What it means to join the S&P 500.

- The brands driving Deckers Outdoor’s growth.

- Why an EV blunder may have cost Hertz’s CEO his job.


(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.


Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA


Host: Deidre Woollard

Guests: Jason Moser, Daniel Newman

Producer: Ricky Mulvey

Engineers: Chace Przylepa, Dan Boyd

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Extract Knowledge
Published 2024-03-17

As Luck Would Have It

18 min
View

In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.


Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:

  • Being early to trends, and lucky to sell 
  • The importance of journaling
  • Time horizons, and what it means for stocks to be “up for sale every day.” 


To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily


Host: Nick Sciple

Guests: Jim Gillies, Emily Flippen

Producer: Mac Greer

Engineers: Rick Engdahl


Companies discussed: BCE, RY, NFLX, GPRO, AMZN


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Extract Knowledge
Published 2024-03-16

The Power of Place

27 min
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Younger generations want more experiences and less stuff. That’s a problem for retailers.


Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:

- The evolution of grocery stores, and how regional players can compete.

- Why direct-to-consumer brands have a scaling problem.

- How Harley Davidson stores became a social destination.


Company discussed: HOG


Host: Deidre Woollard

Guest: Kevin Ervin Kelley

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Desireé Jones

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Extract Knowledge
Published 2024-03-15

AI Gives and AI Takes

39 min
View

AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.


(00:21) Andy Cross and Matt Argersinger discuss:

- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.

- Why AI is pushing Oracle up and Adobe down after earnings.

- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story, 


(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..


(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.


Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC


Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw

Engineers: Dan Boyd


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Extract Knowledge
Published 2024-03-14

Under Armour CEO Walks The Plank

31 min
View

The old CEO is the new CEO at the athletic brand, but can he turn the ship around?


(00:21) Jason Hall and Deidre Woollard discuss:

- Why Kevin Plank is back in the CEO seat at Under Armour.

- What makes Dick’s Sporting Goods so resilient.

- The making of a perfect storm for homebuilders.


(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.


Companies discussed: LEN, PGY, DKS, UA, UAA

Host: Deidre Woollard

Guests: Gal Krubiner, Bill Mann, Jason Hall

Producer: Ricky Mulvey

Engineers: Kyle Carruthers, Dan Boyd

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Extract Knowledge
Published 2024-03-13

From 40-Bagger to Flatliner

26 min
View

NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.


(00:21) Matt Frankel and Dylan Lewis discuss:


- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.

- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.

- The banks to watch instead.


(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.


Companies discussed: DLTR, NYCB, DOUL


Host: Dylan Lewis

Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra

Engineers: Desiree Jones, Dan Boyd


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Extract Knowledge
Published 2024-03-12

BMW’s Kinder Egg Strategy

32 min
View

Why does ASML want to leave its home country?


(00:21) Bill Mann and Ricky Mulvey discuss:

- A growth problem for the European tech giant.

- BMW’s ability to make a profit on electric vehicle sales.

- Product problems for BYD Auto.


Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.


Companies discussed: ASML, BMWYY, TSLA, BYDDY


NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html


Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial. 


Host: Ricky Mulvey

Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge

Stem CEO John Carrington is full speed ahead on the clean energy transformation.


(00:21) Jason Moser and Deidre Woollard discuss:

- Don Julio’s Oscars moment.

- If Oscar buzz is still powerful for movie makers.

- How Reddit is more like X than Pinterest.


(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.


Companies discussed: DIS, PINS, SNAP, META, STEM


Host: Deidre Woollard

Guests: John Carrington, Jason Moser, Ricky Mulvey

Producers: Dylan Lewis, Ricky Mulvey

Engineers: Dan Boyd, Mary Long, Rick Engdahl

Special Thanks: Jason Hall

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Extract Knowledge
Published 2024-03-10

The Sky’s The Limit

28 min
View

Sky Harbour sees massive opportunities in the world of private aviation.

Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:

  • How Sky Harbour is building home bases for planes.
  • The massive growth in private aviation and why it’s poised to continue.
  • Turning underutilized airports into hubs.


Companies discussed: SKYH, GD, BDRBF, FDX

Host: Deidre Woollard

Guests: Tal Keinan, Bill Mann

Producer: Dylan Lewis

Engineers: Kyle Carruthers, Rick Engdahl

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Extract Knowledge
Published 2024-03-09

A One-Night Tenant

28 min
View

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:

  • If Airbnb can take a greater share of the hospitality market.
  • Why sports and the Sphere are a winning combination for Las Vegas.
  • How large-group travel provides a safety net for Ryman Hospitality.


Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard

Guest: Matt Argersinger

Producer: Dylan Lewis

Engineer: Rick Engdahl

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Extract Knowledge
Published 2024-03-08

Death, Taxes, Retail Membership Programs

40 min
View

Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.


(00:21) Ron Gross and Jason Moser discuss:

- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.

- Target’s rebound and how it might get back to growth.

- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.


(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.


(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.


Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH


Host: Dylan Lewis

Guests: Ron Gross, Jason Moser, Nell Minow

Engineers: Dan Boyd


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Extract Knowledge
Published 2024-03-07

Can This Bank Be Saved?

31 min
View

Big pockets have weighed in at New York Community Bank, can they turn the ship around?


(00:21) Bill Barker and Deidre Woollard discuss:

- Why New York City Bank needed a deep-pocketed rescue.

- Abercrombie & Fitch’s incredible rise.

- American Eagle’s tough bet on logistics.


(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.


Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN


Host: Deidre Woollard

Guests: Mary Long, Matt Frankel, Bill Barker

Producer: Dylan Lewis

Engineers: Rick Engdahl, Dan Boyd


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Extract Knowledge
Published 2024-03-06

Soaring Stocks and EVTOLs

34 min
View

Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL. 


(00:21) Asit Sharma and Dylan Lewis discuss:


- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.

- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.

- Bitcoin’s spot-ETF fueled rise to all-time highs.


(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.


Companies discussed: TGT, CRWD, BTC, JOBY, ACHR


Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo

Engineers: Rick Engdahl, Dan Boyd


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Extract Knowledge
Published 2024-03-05

Trouble or Turnaround Plays?

25 min
View

We try to separate the falling knives from the buying opportunities.


(00:21) Jim Gillies and Dylan Lewis discuss:


- NYCB’s credit downgrade, material weaknesses, and current struggles.

- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.

- Why Jim likes the prospects for beat-up fintech company PROG holdings.


(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.


Companies discussed: NYCB, SFIX, PROG


Host: Dylan Lewis

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-03-04

Consumers, Choice, And Apple

30 min
View

The European Commission is the latest to take aim at Apple’s app store.


(xx:xx) Jason Moser and Deidre Woollard discuss:

- Why Spotify and Apple are engaging in a new music streaming battle.

- If Spirit Airlines will seek another buyer.

- Why the latest go-private offer may be good news for Macy’s shareholders.


(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.


Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER


Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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Extract Knowledge
Published 2024-03-03

What’s Up With Super Micro?

26 min
View

When a stock goes parabolic, there’s more to the story than business performance.


Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:


- Super Micro’s real business.

- The original bull thesis for the data center service company.

- Super Micro’s relationship with Nvidia.

- What’s behind the stock’s recent performance.


Stocks discussed: SMCI, NVDA, DELL, HPQ


Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Extract Knowledge
Published 2024-03-02

The Small Cap Show

26 min
View

With small caps, come great thrills. What about great rewards? 

Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:

  • If the disappearance of “the small-cap premium” is a win for investors.  
  • How to navigate environments with limited feedback.
  • The value (or lack thereof) of book value. 


Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B

Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineers: Rick Engdahl


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Extract Knowledge
Published 2024-03-01

Tech in 2024: AI and Dividends

40 min
View

The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.


(00:21) Jason Moser and Matt Argersinger discuss:

- Elon Musk’s lawsuit against OpenAI and Sam Altman

-.Apple putting an end to Project Titan and its automotive ambitions.

- Earnings updates from Axon and Okta, and a new dividend from Salesforce.


(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.


(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.


Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.


Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-02-29

Platforms, Platforms, Platforms

29 min
View

For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.


(00:21) David Meier and Deidre Woollard discuss:

- The power of a great CFO.

- What a change in leadership means for Snowflake.

- Why growing revenue isn’t just about new customers.


(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.


Companies discussed: CRM, OKTA, SNOW, C


Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: David Meier, Gary Stevenson

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Desiree Jones

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Extract Knowledge
Published 2024-02-28

Greed is Short

29 min
View

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.


(00:21) Asit Sharma and Dylan Lewis discuss:


- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.

- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.

- Coupang’s continued rise as the major player in e-commerce in South Korea.


(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.


Companies discussed: AAPL, BYND, CPNG


Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Carrie Sun

Producer: Mary Long

Engineers: Chace Pryzlepa, Dan Boyd


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Extract Knowledge
Published 2024-02-27

Earnings for Breakfast, Cereal for Dinner

33 min
View

Zoom has a new growth story. Are investors buying it?


(00:21) Ricky Mulvey and Bill Barker discuss:

- Zoom’s quarter, and if the company has a moat.

- AutoZone’s international growth.

- Wendy’s plan to test surge pricing.

- If cereal is a part of a complete and nutritious dinner.


Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.


Got a question for the show? Email us at podcasts@fool.com.


Companies discussed: ZM, AZO, WEN, KLG, SCHW


Host: Ricky Mulvey

Guests: Bill Barker, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-02-26

Berkshire After Charlie

28 min
View

Warren Buffett’s annual letter points to a steady path ahead.


(00:21) Jason Moser and Deidre Woollard discuss:

- Why Berkshire Hathaway doesn’t pay a dividend.

- If utility businesses are in trouble.

- What a mountain of cash means for the insurance business.


(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.


Companies discussed: BRK.A, BRK.B, DPZ, LULU


Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: Jason Moser, Ken Costa

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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Extract Knowledge
Published 2024-02-25

Charles Duhigg on Supercommunicators

29 min
View

What happens when a group of hedge fund managers share the last time they cried? 

Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:


- The habits of Supercommunicators.

- How Boeing and Netflix navigated communications crises.

- An under-the-radar figure running the technical side of Microsoft.


Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd


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Extract Knowledge
Published 2024-02-24

The Dawn of Spatial Computing

29 min
View

You’ve probably interacted with large language models. The next version might be large vision models.

Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:

- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.

- The current challenges developing apps for the Vision Pro

- Virtual air rights, digital fashion, and questions about the future of spatial computing.

Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL

Host: Deidre Woollard

Guest: Cathy Hackl

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Extract Knowledge

Earnings season rolls on plus some acquisitions made the news this week:


(00:21) Emily Flippen and Andy Cross discuss:

- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre

- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio


(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”


(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot


Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS

Host: Ron Gross

Guests: Emily Flippen, Andy Cross, Kurt Wagner

Engineers: Dan Boyd

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Published 2024-02-22

The NVDA Show

26 min
View

What does Nvidia’s blockbuster quarter signify for the future?


(00:21) Tim Beyers and Deidre Woollard discuss:

- What is fueling Nvidia’s growth?

- How far the demand for GPUs can stretch.

- What concerns Tim about Nvidia’s capital allocation.


Companies discussed: NVDA

Host: Deidre Woollard

Guest: Tim Beyers

Producers: Ricky Mulvey

Engineer: Dan Boyd

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Published 2024-02-21

Is PayPal the Next Meta?

32 min
View

Investors want PayPal to become the next Meta, but it’s not easy to transform a business.

(00:13) David Meier and Deidre Woollard discuss:

- The reason behind Palo Alto Network’s lowered outlook.

- Where the next big cybersecurity threats could come from.

- Fubo’s attempt to sport a sports streaming superpower.

(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.

Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD

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Host: Deidre Woollard

Guests: Matt Frankel, Ricky Mulvey, David Meier

Producer: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Tim Sparks

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Published 2024-02-20

Capital One Applies for a Credit Card

33 min
View

Capital One wants Discover for a $35 billion dollar all stock deal.


(00:21) Ricky Mulvey and Jim Gillies discuss:

 - How a merged Capital One and Discover would compare to the big banks.

 - The investor reaction to the proposed merger.

 - Home Depot’s earnings.

 - The end of an activist story at a company that makes garden rakes.


Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.


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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON


Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann

Producer: Mary Long

Engineers: Dan Boyd, Jim Gillies

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Published 2024-02-18

Harvard Business Prof on Failing Well

24 min
View

Why would Eli Lilly put on a failure party?


Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:


- The complex failure at Boeing.

- What to do after something goes wrong.

- The problem with “move fast and break things.”


Companies discussed: BA, LLY


Host: Deidre Woollard

Guest: Amy Edmondson

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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Published 2024-02-17

Change Equals Opportunity

21 min
View

Did Netflix kill the video star?


James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:


- What it is like to be a CEO at a company facing bankruptcy.

- 7-Eleven and the American Dream.

- Blockbuster’s early streaming play

- How AI is changing education.


Company discussed: NFLX


Host: Deidre Woollard

Guest: James Keyes

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Published 2024-02-16

Stock Market Whip Lash

40 min
View

Economic data and earnings season combined for a volatile weak in the stock market.


(00:21) Bill Mann and Jason Moser discuss:

- The latest inflation numbers and what they mean for investors

- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk

- Nvidia’s disclosure of its investments and how it impacted stocks


(19:11) Corrado Russo shares some thoughts on the international real estate market.


(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot


Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS


Host: Ron Gross

Guests: Bill Mann, Jason Moser, Corrado Russo

Engineers: Dan Boyd

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Published 2024-02-15

Winter Chills Spending

29 min
View

Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.


(00:21) Bill Barker and Deidre Woollard discuss:

- How the retail spending numbers might impact the Fed.

- If Stellantis is ready to take on Big EV.

- Deere’s returns for investors.


(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.


Companies discussed: WMT, DG, KR, STLA, GM, F, DE


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Host: Deidre Woollard

Guests: Bill Barker, Chris Andrews

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Published 2024-02-14

Lyft’s Typ0

28 min
View

Shares of the ride hailing soared more than 60% on a mistake.


(00:21) Ricky Mulvey and Tim Beyers discuss:

- Airbnb’s $6 billion share buyback.

- Lyft’s earnings mistake and business fundamentals.

- Why Uber and Lyft aren’t as close as investors may think.


Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.


Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL


Host: Ricky Mulvey

Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long

Engineers: Dan Boyd, Tim Sparks

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Published 2024-02-13

A Stock To Spice Things Up

29 min
View

Love can be stubborn and so can inflation.


(00:21) Ricky Mulvey and Nick Sciple discuss:

- Wall Street’s reaction to the latest inflation print.

- Shopify acting like a growth stock.

- A new partnership for Tiger Woods.


Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine’s Day themed stories about stocks.


Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC


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Host: Ricky Mulvey

Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser

Engineers: Dan Boyd, Rick Engdahl

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Published 2024-02-12

Are Big Ads Worth The Spend?

32 min
View

Celebrities, talking cats, and bad animation, did those Big Game ads connect?


(00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss:

- What brands are looking for from a major spend.

- The increasing bifurcation of the watching experience.

- If it takes more than a celebrity or three to make a great ad.


(19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.


Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST


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Host: Deidre Woollard

Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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Published 2024-02-11

The Next Internet

28 min
View

Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss:

  • The future of fraud detection.
  • How to succeed at thinking clearly.
  • The amorality of big tech companies.


To gain access to all episodes of “Stock Advisor Roundtable” and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup

If you’re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here. 


Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA


Host: Brian Stoffel

Guest: Tom Gardner

Producer: Mary Long

Engineer: Rick Engdahl



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Published 2024-02-10

Stocks for the Big Game

27 min
View

Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history.


Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention.


Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history.


Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX


Host: Mary Long

Guests: Jason Moser, Dave Schwartz

Producer: Ricky Mulvey

Engineers: Tim Sparks, Annie Pope

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Published 2024-02-09

Big Wins: Burrito, Music, Ride-Hailing

40 min
View

The industry defining companies continue to win in fast-casual, music streaming, and transportation.


(00:21) Emily Flippen and Matt Argersinger discuss:

- Chipotle’s status as big burrito, and how things look as the stock hits all-time highs.

- Spotify and Uber’s impressive combo of growth and efficiency.

- Earnings updates from Roblox, Simon Property Group, and Enphase.


(19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships."


(34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap.


Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH


Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick

Engineers: Dan Boyd

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Published 2024-02-08

Disney’s New Magic: Saving Money

32 min
View

Disney’s quarter included sports, games, and a healthy dose of cutting costs.


(00:21) Rick Munarriz and Deidre Woollard discuss:

- Disney’s ability to cut costs.

- How Disney plans to extend its IP into gaming.

- ESPN’s power moves.


(17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.


Companies discussed: DIS, FLWS, NFLX, FUBO


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Host: Deidre Woollard

Guests: Rick Munarriz, Kirsten Guerra

Producers: Ricky Mulvey, Mary Long

Engineers: Desiree Jones, Dan Boyd

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Published 2024-02-07

No Artificial Sweetener for Uber

35 min
View

Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs? 


(00:21) Tim Beyers and Dylan Lewis discuss:

- Uber at all-time highs and its ride-hailing dominance.

- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.

- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.


(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.


Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR


Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd


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Published 2024-02-06

See SPOT Run

28 min
View

Investors don’t want to wait for interest rate cuts.


(00:21) Ricky Mulvey and Asit Sharma discuss:

- Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction.

- The commercial real estate risk for the central bank.

- Spotify’s strategy shift in podcasting.

- The audio company’s operating loss and big free cash flow number.


Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.


Tickers discussed: SPOT, NFLX, HODL


Host: Ricky Mulvey

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Rick Engdahl

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Published 2024-02-05

Golden Arches Still Gleam

32 min
View

Is chicken the new beef? McDonald’s is innovating to please global palates.


(00:21) Jason Moser and Deidre Woollard discuss:

- The changing behavior of global eaters.

- How McDonald’s uses data to drive menu changes.

- Snap’s proclamation that social media is dead.


(16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.


Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP


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Host: Deidre Woollard

Guests: Patrick Badolato, Jason Moser, Ricky Mulvey

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Dan Boyd

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