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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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Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-03-21

Inflation vs. Banking Drama

21 min
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Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates?

(0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates

(10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs.

Companies discussed: UBS, CS, WBD

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

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Published 2023-03-20

Meanwhile, in Switzerland...

27 min
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(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric

(13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them.

Companies discussed: UBS, CS, AMZN, SIVB

Host: Chris Hill Guests: Jason Moser, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd

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Published 2023-03-19

Vince McMahon’s Advantage

28 min
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If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE.

Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss: 

- Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know. - WWE’s potential deal with the Saudi Arabia Public Investment Fund. - The Montreal Screwjob, and the groundwork for the modern WWE. - A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun. 

Company discussed: WWE

Host: Ricky Mulvey Guest: Abraham Josephine Riesman Engineer: Dan Boyd

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When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about: - The early days of Waze. - One way to know if a company “will die.” - What happens, behind the scenes, when venture capital investors choose investments. - ChatGPT, artificial intelligence, and autonomous driving. Company discussed: GOOG, GOOGL Host: Alex Friedman Guest: Uri Levine Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2023-03-17

The Fed's Next Move, ESPN’s Future

39 min
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Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates?

(0:21) Jason Moser and Matt Argersinger discuss: - First Republic getting $30 billion in deposits from 11 major banks - The latest CPI and PPI numbers continuing the trend of cooling inflation - Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button - The latest from FedEx, Adobe, Lennar, and Williams-Sonoma

(19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN.

(32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies.

Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA

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

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Ourand Engineer: Dan Boyd

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Published 2023-03-16

Retail & Tech Try To Transform

26 min
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Adobe wants to be a customer experience platform, and a discount retailer is upscaling.

 (0:21) Deidre Woollard and Asit Sharma discuss:  - Adobe’s quarter, and issues acquiring Figma.  - Tech companies rushing to launch generative AI.  - Five Below converting stores to Five Beyond.  - Labor issues for Dollar General.

 Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate.  Companies discussed: ADBE, FIVE, DG, PAC, BWXT  

Host: Deidre Woollard  Guests: Asit Sharma, Bill Mann, Nick Sciple  Producer: Ricky Mulvey  Engineer: Dan Boyd

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Published 2023-03-15

Big Telecoms vs. Deadpool

26 min
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Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust.

(0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - How (and when) Mint's business could be accretive to T-Mobile - Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors

(14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now.

Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM

Host: Chris Hill Guests: Tim Beyers, Kirsten Guerra, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd

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Published 2023-03-14

Is Buffett Targeting This Bank?

27 min
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Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.

(0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs

(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.

Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY

Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd

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Published 2023-03-13

Big Banks Sure Are Quiet These Days

25 min
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Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.

(0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business

(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.

Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX

Host: Chris Hill Guests: Jason Moser, Jim Gillies, Jim Mueller Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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One sign of a true expert is they often say “I don’t know”.

Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts

"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf

Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-03-11

Is Investing a Game?

34 min
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In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done. 

C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss:  - The bright and dark sides of gamification  - How Twitter changed the way we communicate  - Good, bad, and evil games

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/2023-02-15-from-twister-to-twitter-games-and-c

Host: David Gardner Guest: C. Thi Nguyen Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-03-10

Not Too Big To Fail

39 min
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In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. 

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd

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Published 2023-03-09

"This one's gonna leave a mark."

27 min
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(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2023-03-08

$30 Million Worth of Bobbleheads

22 min
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Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.

(0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory

(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.

Companies discussed: CRWD, FNKO

Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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Published 2023-03-07

New Flavors of FIRE

27 min
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The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success

(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.

Companies discussed: DKS, HD, LOW, TGT, WMT

Host: Chris Hill Guests: Bill Mann, 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, as 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.

Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.

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Published 2023-03-06

What's Your Investing Thesis?

22 min
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It's always a good idea to know why you're about to invest in a business.

(0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock

(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".

Companies discussed: ABND GS, HLT

Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl

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Published 2023-03-05

Paramount: The House of Redstone

27 min
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It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks

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Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss:  - Why people fall for Ponzi schemes - If you should pay off your mortgage before retirement - Why we often lie about spending habits

Host: Robert Brokamp Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks

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When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. 

(0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video

(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. 

(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.

Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest!

Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW

Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl

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(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition  - The doubling of the company's share buyback program

(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy. 

Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS

Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-03-01

4 Stocks We Just Bought

21 min
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Lowe's continues a recent trend from major retailers.

(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock

(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently. 

Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA

Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-02-28

Target's Improving Inventory

21 min
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After a particularly rough 2022, Target is getting back to basics. 

(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory

(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well. 

To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!

Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL

Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-02-27

Buffett Brings The Heat

28 min
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It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.

(0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks  - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors

(14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox

On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1

Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX

Host: Chris Hill Guests: Jason Moser, Toby Bordelon, Jose Najarro Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-02-26

The Resilience of Black Wall Street

17 min
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One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s Bill Mann to talk about: - The history of Black Wall Street, and the rise of the Greenwood community. - The legacy of the Tulsa Race Massacre and Tulsa’s path forward. Host: Bill Mann Guest: Gary Lee Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2023-02-25

Value Hunting

26 min
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Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss: 

- If there’s even a difference between growth and value investing. - Signs that a business is mispriced. - How investors can find mispriced businesses. - Why companies trade below their accounting-based worth. - If there even needs to be a distinction between growth and value investing. - Unpopular companies that may be worth your attention.

Companies discussed: META, WCC

Host: Ricky Mulvey Guest:Rich Greifner Engineer: Rick Engdahl

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There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. 

(0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair

(19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs   - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack  - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS

Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl

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Published 2023-02-23

Etsy's "Jedi Mind Trick"

29 min
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There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?

(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.

Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.

Companies discussed: ETSY, NVDA

Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks

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Published 2023-02-22

What Happened To Intel?

17 min
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In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed. 

(0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money 

(8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy.

Companies discussed: INTC, AMD

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

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Published 2023-02-21

2023: The Year of Cautious Guidance

19 min
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If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation flex of raising wages and HD's dividend - Walmart crushing its holiday quarter thanks to groceries (11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2023-02-19

PJ Vogt on AI, VR, and Tech Cycles

29 min
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Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey caught up with him to discuss: - The wild present and future for artificial intelligence - How virtual reality parallels early internet chat rooms - Incentives and tradeoffs in the decarbonization movement - The downfall of Flappy Bird   Companies mentioned: META, GOOG, GOOGL, MSFT, TSLA, NTOIY Host: Ricky Mulvey Guest: PJ Vogt Engineer: Tim Sparks

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When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s also the star of “Triple Digit Flip” on A&E. Deidre Woollard caught up with Damji to discuss: - Why housing supply remains low, and its implications for homebuilders - How rents have stayed relatively stable - One player that’s fundamentally changed real estate investing -The changing role of the landlord Companies discussed: ZG, OPEN Host: Deidre Woollard Guest: Jamil Damji Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2023-02-17

The (Wall Street) Hits Keep On Coming

39 min
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It was another big week of earnings results (and surprises).

(0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group

(19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU

Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl

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Published 2023-02-16

The Once & Future Zillow

21 min
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After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?

(0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell

(9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located. 

Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA

Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-02-15

Answers from Airbnb, Questions for Upstart

30 min
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If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss:

- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock.

(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.

Companies discussed: ABNB, UPST, ADANIENT

Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-02-14

Big Macro & Big Red

23 min
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Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue (12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples. Stocks discussed: KO, PEP Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl

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Published 2023-02-13

Twilio's Layoffs, Spotify's Strategy

28 min
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For the second time in five months, Twilio announces a round of layoffs. 

(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57

(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.

Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL

Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:

- Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly

Companies discussed: MSFT, NVDA, TSM, META, AMD 

Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton

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Published 2023-02-11

Lies My Income Statement Told Me

23 min
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What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders)  - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks

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Published 2023-02-10

NFL Predictions, AI Competitions

39 min
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Big changes could be coming to the NFL playoffs.

(0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi

(19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.  

(34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn.

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT

Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl

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Published 2023-02-09

Disney Pops, Alphabet Drops

24 min
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Disney’s latest results and plans were just what Wall Street wanted to hear.

(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft

(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: DIS, MSFT, GOOG, MTCH

Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-02-08

Record Ad $$$ for SB 57

25 min
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Companies are shelling out big bucks to get your attention during the big game. 

(0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments

(10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57.

Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD

Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-02-07

The AI Land Grab Has Started

21 min
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Microsoft's AI event is only the latest sign of the hottest area of tech.

(0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees

(12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". 

Stocks discussed: MSFT, GOOG, AMD, AI, ZM

Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-02-06

Why Do Casinos Lose Money?

21 min
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If the house always wins, why are gambling companies having trouble turning a profit? 

(0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon

(9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend. 

Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN

Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl

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What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-02-04

Stocks for the Long Run

30 min
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If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks

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Published 2023-02-03

Huge Jobs Report, Triple-A Earnings

39 min
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Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. 

(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD

(19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara

Looking for stocks trading at a discount?  Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT

Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl

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Published 2023-02-02

Meta Soars

21 min
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For the first time in a long time, Meta Platforms gave shareholders a reason to smile. 

(0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike

(11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. 

Stocks discussed: META, INTC, AMD, PLNT

Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-02-01

Peloton's Turning Point?

23 min
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It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope.

(0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull 

(11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today.

Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR

Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-01-31

Record Profits? Record Profits.

25 min
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The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. 

(0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's

(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.

Stocks discussed: MCD, XOM, AAPL, MSFT, CVX

Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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