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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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If American Express had a problem with an aging demographic, it looks like that problem is being addressed.

(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday

(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.

Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL

Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk

To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change   Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey  Engineers: Rick Engdahl, Annie Franks

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Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks

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Published 2023-01-27

GDP, Tesla, FinTech, and "Burrito Season"

39 min
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As much as we love stocks, sometimes the Big Macro really does drive the market. 

(0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again)  - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson

(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. 

(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. 

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: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ

Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl

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Published 2023-01-26

Netflix, Comcast, Southwest Airlines

22 min
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If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.

(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock

(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. 

Companies discussed: LUV, CMCSA, NFLX, WBD

Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-25

Eyes on the Cloud

30 min
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Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-24

2 Blue Chips Under Pressure

26 min
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How long will macroeconomic pressures persist in 2023?

(0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route

(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.

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: JNJ, MMM, BND

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

 

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Published 2023-01-23

Big Banks vs. Apple & PayPal

28 min
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Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.

(0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry

(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. 

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: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO

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

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Published 2023-01-22

GE’s Legacy & Lessons for Investors

31 min
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You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie Franks

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Published 2023-01-21

Real Estate Trends w/ Opportunity

30 min
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The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss:  - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving  - Ways to spot a yield trap - REITs benefiting from e-commerce trends

Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR 

Host: Deidre Woollard  Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2023-01-20

Big Tech Layoffs, Signs of Housing Trouble

39 min
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Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors. 

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial. 

Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.

Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl

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Data this week suggest India is about to pass China as the world's most populous country.    (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India   (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.

Stocks discussed: PG, CMG, AAPL, SBUX, DXCM   Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-18

Prices Falling, More Tech Layoffs

23 min
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As many expected, Microsoft announced the layoff of 5% of its employees.   (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing   (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro.   Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE   Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-01-17

Goldman Sachs Drags Down the Dow

22 min
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Goldman Sachs Drags Down the Dow

The investment bank suffered its worst earnings miss in a decade.   (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz   (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement.   Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro.   Stocks discussed: GS, DIS   Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick Engdahl

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"Guidance becomes even more important in this environment."

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence

Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton

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Published 2023-01-14

Small Caps w/ Strong Brands

26 min
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You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:

- How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company

Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR

Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks

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Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.   (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! 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: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

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

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Published 2023-01-12

Walmart's Tech, One Activist's Fight

21 min
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Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.

(0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart   (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry.   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: DIS, NKE, WMT, CRM, RXO   Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2023-01-11

Wells Fargo Steps Back

21 min
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What does it say when a market leader steps back from….leading?

(0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable

(10:15) Tim Beyers and Tim White take a closer look at "key person risk".

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!

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: WFC, CRM, SFIX, GOOG, GOOGL

Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-10

Stocks For China’s New Bull Market

23 min
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A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.   (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1   (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one.   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: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS   Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2023-01-09

"No company is immune."

21 min
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A major investment bank became the latest (but not the last) to announce layoffs.

(0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the company lowered gross margin guidance - Why inventory levels will be a key retail metric to watch this upcoming earnings season

(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.

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: GS, LULU ANF, AEO, TDOC, AMZN

Host: Chris Hill Guest: Jason Moser, Kirsten Guerra, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Rich Engdahl

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Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:

- Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2023-01-07

Diagnosing Stock Drops

29 min
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Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks

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Published 2023-01-06

3 CEOs Walk Into A Bar

39 min
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On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season.   (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick Engdahl

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Published 2023-01-05

Value Opportunities for Investors

20 min
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Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-04

2 Dividend Stocks To Watch

17 min
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Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2023-01-03

Time To Hit The Gym Stocks?

28 min
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'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2023-01-02

2023 Investing Blueprint

18 min
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It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year.  Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick Engdahl

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Published 2022-12-30

27 Stocks for 2023

39 min
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CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl

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Published 2022-12-28

Don't Bet Against Behemoths

10 min
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Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

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Published 2022-12-27

Global Markets to Watch in 2023

12 min
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Outside the U.S. there are opportunities for investors in the new year.

(0:21) Bill Mann discusses: - Countries producing raw materials (and video games) - What needs to change in China to get him more interested in companies like Alibaba and JD.com - Why investors should be watching Canada and Norway

Stocks mentioned: JD, BABA, TCEHY

Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks

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Published 2022-12-24

How Much Does Santa Weigh?

48 min
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We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - Best movie Santas - Alcoholic holiday drinks - "Cereal Derangement Syndrome" - Fascination with the NY Post's front page - Rule changes we would make in the NBA, NHL, and MLB - Who should narrate a classic McSweeney's essay To cast your vote for your favorite sports rule change, email podcasts@fool.com. Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Rick Engdahl

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Published 2022-12-23

Becky Quick, Mark Cuban

39 min
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We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making the switch from the Journal to CNBC - Her unexpected introduction to Warren Buffett - Behind the scenes at CNBC (19:11) Mark Cuban discusses: - His new health care venture, Cost Plus Drugs - Competing with major healthcare companies - Advice for potential NFL owner Jeff Bezos - The appeal of pickleball! Host: Chris Hill Guests: Becky Quick, Mark Cuban Engineers: Rick Engdahl, Dan Boyd

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Published 2022-12-22

Following Buffett, Bull vs. Bear: Etsy

20 min
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What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-12-21

Nike, FedEx, and The Fed

27 min
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The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting.  Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-12-20

Is TikTok Too Big To Ban?

20 min
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The digital advertising landscape is shifting.

(0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce ad players - TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.

(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.

Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR

Holiday Music: How Do You Spell Channukkahh? by The LeeVees

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

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Published 2022-12-19

Barron's Top Stock Picks

30 min
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There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.

Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about: - Inflation’s new questions for investors - The most important investor you can learn from - Incentives, correlations, and costs in ESG scoring

Stocks mentioned: MO, BLK

If you're a member of any Motley Fool service you can access the full conversation here:

https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks

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Published 2022-12-17

Same Data, Different Conclusions

29 min
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Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-16

Best & Worst of 2022

39 min
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Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl

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Published 2022-12-15

Are College Bowl Sponsorships Worth It?

25 min
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With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Published 2022-12-13

Inflation Cooling, SBF Arrested

27 min
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November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-12

London Calling Microsoft

26 min
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A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-11

The ROI of Design

28 min
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Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:

- Why investors should watch companies with great design thinkers

- The strategy behind limited-edition releases

- How wearables could change what we eat and drink

 

Companies mentioned: PEP, MMM, AAPL

 

Host: Ricky Mulvey

Guest: Mauro Porcini

Engineer: Tim Sparks

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You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-09

USA vs. Microsoft

39 min
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It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-08

Gas, China, Food & Beverage Stocks

24 min
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Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-12-07

Another New Trend from Robinhood?

24 min
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After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick Engdahl

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