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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.

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Published 2023-05-12

Alphabet's Event Serves Notice To Wall St.

39 min
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At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd

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Published 2023-05-11

Money Advice from Moms

21 min
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Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment!

Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-05-10

Writers Strike & The Future of Streaming

19 min
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The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-05-09

Guidance Trumps Results...Again

24 min
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Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.

(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks

(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.

Companies discussed: PYPL, UA, UAA

Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.

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When Warren Buffett speaks, investors and Wall Street tend to listen.

(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification

(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.

Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG

Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd

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Published 2023-05-07

The Power of Optionality

31 min
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The pessimist believes that setbacks become one’s identity. The optimist believes something else. 

Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss: 

- The power of compounding in your finances and personal relationships.  - ChatGPT and the origins of hacking.  - Why investors should be unafraid of losing. 

Today’s conversation comes from a recent episode of David’s weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-05-03-excellent-advice-for-living-with 

Company discussed: AMZN

Host: David Gardner Guest: Kevin Kelly Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-05-06

2 High-Growth Companies to Watch

25 min
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Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?)

Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss:  - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a streaming data company. - A second look at a space company that went public via SPAC. Companies discussed: CFLT, LMT, SPCE, RKLB Host: Ricky Mulvey Guest: Yasser El-Shimy Engineer: Tim Sparks Production Assist: Alex Friedman

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Published 2023-05-05

Apple's Approaching $3T

39 min
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The biggest company in American led a packed week of earnings and macro data.

(0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks

(19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries

Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE

Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

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Published 2023-05-04

Burgers > Exercise

30 min
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For one day in the stock market, investors voted with their stomachs.

(00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton struggling with its turnaround - Shake Shack posting higher revenue in the 1st quarter - Potential names for Darden Restaurants newest franchise

(16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise.

Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO

Host: Chris Hill Guests: Bill Barker, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Published 2023-05-03

Berkshire Hathaway Meeting Preview

23 min
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Investing’s biggest weekend is almost here.

(00:21) Ricky Mulvey and Asit Sharma discuss:  - Johnson & Johnson’s spin-off of its consumer health company, Kenvue.  - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group.  - Yum! Brands quarter, and what it says about the global economy.

(12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend.   Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL

 Host: Ricky Mulvey  Guests: Asit Sharma, Deidre Woollard, Matt Frankel  Engineer: Dan Boyd

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Published 2023-05-02

The "New Normal" in Silicon Valley

24 min
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As loans get more expensive, what are the ripple effects for start-up companies in the tech industry?

(00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday

(10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley.

Investments discussed: UBER, PFE, MRK, AAPL

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-05-01

Another Bank Seized & Sold

25 min
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Three of the four largest bank failures in U.S. history have happened in the past two months.

(00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of play in banking - Norwegian Cruise Line beating low expectations in the 1st quarter - A plot point in last night's episode of "Succession"

(15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China.

Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM

Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-04-30

Private Equity’s Opaque World

28 min
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If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use to generate short-term returns - A key misunderstanding about the fall of in-person retailers - Private equity’s impact on medical billing, bakeries, and insurance Companies discussed: CG, KKR, BX Host: Ricky Mulvey Guest: Brendan Ballou Engineer: Tim Sparks

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Published 2023-04-29

Investing Lessons from “Succession”

29 min
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You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership.

Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO succession plans are worth investor attention - “Succession” storylines that rhyme with real ones - Questions about Berkshire Hathaway’s next stage - One bold prediction about the end of “Succession”

SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5.

Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE

Host: Ricky Mulvey Guest: Jim Gillies

Production Assist: Mark Underwood Engineer: Dan Boyd

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Published 2023-04-28

Big Tech, Big Payments, Big Burrito

39 min
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A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-27

Meta's Big Pop, Google's New Threat

21 min
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For the first time in a while, Facebook's parent company gave shareholders reason to smile.

(00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion - The current state of regional banks and the magic word he's seeing appear in the financial media

(14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. 

To hear the entire new episode of Stock Advisor Roundtable, click here: https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

Companies discussed: META, GOOG, GOOGL

Host: Chris Hill Guests: Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators?

(00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting

(15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services.

Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM

Host: Chris Hill Guests: Bill Barker, Tim Beyers, Tim White Producer: Ricky Mulvey

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Published 2023-04-25

1 New Low, 1 New High

27 min
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First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions.

(00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results

(16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work.

Companies discussed: FRC, MEDP, PEP

Check out the newest episode of our premium podcast, Stock Advisor Roundtable! https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-04-24

"It's a landscape in chaos right now."

27 min
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Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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If a country can’t get natural gas to power its needs, where does it turn next?

Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss:  - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating”  

Company mentioned: PXD

Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-04-22

Boring Companies, Exciting Returns

19 min
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 “A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch 

Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing

Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON

Host: Sierra Baldwin Guest: Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

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As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd

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Published 2023-04-20

Another SPAC Bites The Dust

23 min
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Buzzfeed was in a rough spot even before the ad market softened.

(00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season

(10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors.

Companies discussed: BZFD, META, BABA

Host: Chris Hill Guests: Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-19

Monster Beverage = Monster Stock

27 min
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What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Now that all of the Big Banks have reported earnings, what stands out?

(00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power

(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.

Companies discussed: BAC, JNJ, PG, NVDA

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2023-04-17

Advice to a Young(er) Investor

27 min
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What do you wish you knew when you were just starting out investing?

(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead

(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.

Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com

Companies discussed: RBLX, ZBRA

Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd

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Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money

Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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Published 2023-04-15

4 Monopolies Trading at Reasonable Prices

28 min
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Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition - Monopolies in railroads, trash, and surgical robots

Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM

Host: Mary Long Guest: Ron Gross Producer: Ricky Mulvey Engineer: Dan Boyd

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Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max (19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now." (33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price. The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify! For more details go to Roundtable.Fool.com. Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Tim Beyers Engineer: Dan Boyd

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Published 2023-04-13

Why Did You Buy That Stock?

27 min
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We asked the audience about recent stock purchases and they did not disappoint!

(00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders

(12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business.

Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com

Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW

Host: Chris Hill Guests: Asit Sharma, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-12

The Public Company Hiding In Plain Sight

28 min
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You might be familiar with some of the brands, but the company's name is probably not on your radar.

(00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April

(17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on.

Companies discussed: MTY, MTYFF, MEDP, SBNY

Host: Chris Hill Guests: Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-11

1 Key Metric for Earnings Season

21 min
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If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.

(00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels

(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.

Companies discussed: KMX, INTU

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-10

A Bull Case for Walmart

27 min
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Earnings season kicks off on Friday. What should investors be watching?

(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season

(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.

Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER

Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-08

Gambling Versus Investing

25 min
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A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss:

- The lines between gambling and investing, and when they get blurry.  - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers.   Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Dan Boyd

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If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-06

How Gen Z Spends

25 min
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There are no style points in investing, and big brands continue to dominate teen spending habits.

(00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands.

(10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch.  Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF  Host: Dylan Lewis  Guests: Nick Sciple, Sanmeet Deo  Producer: Ricky Mulvey  Engineer: Dan Boyd

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Published 2023-04-05

J&J Attempts a “Texas Two-Step”

28 min
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Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit could mean for J&J's spinoffs. - Why the US Department of Justice is taking a look at Activision Blizzard. (14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders. Companies discussed: JNJ, ATVI, CHWY Host: Dylan Lewis Guests: Tim Beyers, Emily Flippen Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-04-04

The WWE Makes a Match

27 min
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The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss:  - The terms of the deal, and the media rights story.  - How Vince McMahon “wins”.  - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch.  Companies discussed: WWE, OKTA, NVDA

Host: Dylan Lewis  Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma  Producer: Ricky Mulvey  Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

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Published 2023-04-03

Tesla’s Competition

25 min
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 Tesla hit all time records for production and deliveries but left Wall Street unsatisfied.  (00:21) Deidre Woollard and Asit Sharma discuss:  - Rivian’s profitability problem.  - How Tesla is trying to “push competitors into a bad spot.”  - Strategy shifts at Netflix.  - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.”  Companies discussed: TSLA, RIVN, NFLX, DIS  Host: Deidre Woollard  Guests: Asit Sharma, Sierra Baldwin, Berna Anat  Producer: Ricky Mulvey  Engineers: Dan Boyd, Heather Horton

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Published 2023-04-02

New Questions for Regional Banks

28 min
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If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at  the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks

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Before you make the rules, you might have to break the rules.

 

Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:

- How he taught his children to invest

- Memorable financial lessons from April Fool’s Day pranks in the past

- What happens to rule breaker companies when they grow

- The Fool Foundation’s mission and upcoming online event

 

To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.

 

Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX

 

Host: Chris Hill Guest: David Gardner

Producer: Ricky Mulvey

Engineer: Dan Boyd

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The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.

(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick

(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.

(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC

Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd

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Published 2023-03-30

3 Bank Stocks We Just Bought

24 min
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It helps to know the difference between an investing opportunity and a falling knife.   (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees.

(12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals.

Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY

Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Published 2023-03-29

Tech's Past and Future

23 min
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Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI.  (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation

AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/

 (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets?  Companies discussed: INTC, MDNY, BWXT  Host: Dylan Lewis  Guests: Tim Beyers, Nick Sciple  Producer: Ricky Mulvey  Engineers: Dan Boyd, Tim Sparks

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Published 2023-03-28

How to Evaluate a CEO

23 min
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Before you buy shares of a company, what should investors look for in a CEO?   (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs 

(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.

Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Shares of the Raleigh, NC-based bank rose more than 50%.   (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage.   Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL   Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2023-03-26

Scams, Secrets, and the Future of Fraud

32 min
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Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss. 

Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams  - What generative AI means for the future of fraud

Company discussed: WFC

Host: Ricky Mulvey  Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl

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Published 2023-03-25

When Investing is Irrational

21 min
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Should you save in a 401(k) or is it better to keep that money available in cash?

Justin Richmond is the host of new podcast “Started from the Bottom”.  where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell.

Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards money - The relationship between musicians, Live Nation Entertainment, and dynamic pricing

Company discussed: LYV

Host: Ricky Mulvey Guest: Justin Richmond Engineers: Dan Boyd, Annie Franks

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Published 2023-03-24

TikTok Under Fire

39 min
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The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not.

(0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture

(19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies: Chewy, Petco, and Trupanion - Apple's plan to spend $1 billion per year on theatrical releases - The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants - Two stocks on their radar: Globus Medical and Donnelly Financial Solutions

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN

Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Steve Broido

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Published 2023-03-23

The Rate Hike Wall Street Expected

21 min
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Just because things go as expected doesn't mean the ripple effects aren't surprising.   (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks   (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney!   Companies discussed: RMAX, BWXT   Host: Chris Hill Guests: Andy Cross, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Steve Broido, Rick Engdahl

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