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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 you hate analogies you might want to skip this episode. (0:21) Tim Beyers discusses: - Why GameStop's 4-for-1 stock split is like a Chinese finger trap - Peloton's attempt at boosting employee morale and how it will cost existing shareholders - Whether Peloton is calling a "results-based play" - Virgin Galactic's new partnership with Boeing (13:45) From street food carts to publicly-traded companies, Ricky Mulvey and Asit Sharma dig into businesses that take pride in their craftsmanship.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL Host: Chris Hill Guests: Tim Beyers, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-06

Microsoft's Deal Under Investigation

24 min
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The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. (0:21) Bill Mann discusses: - Why Wall Street is shrugging off the news - What to expect when the decision is announced by September 1st - Amazon's deal to take a small stake in GrubHub - The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies (11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate. (0:21) Jason Moser discusses: - NBCUniversal booking $1 billion in upfront ad revenue for Peacock - Why The Trade Desk could be a hidden winner from Peacock's advertising growth - Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon (13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today. Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence – with Motley Fool contributor Brian Feroldi.   (0:53) Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind!   Host: Dylan Lewis   Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Rick Engdahl  

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Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss: - Investing headlines for the 1st half of the year - Early frontrunners for "CEO of the Year" - Who needs a stronger 2nd half of 2022 - 3 stocks poised for upside

(19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit

Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER

Host: Chris Hill Guests: Jason Moser, Ron Gross, David Epstein Engineer: Dan Boyd

 

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Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean.   (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes   (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on.   Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT   Host: Dylan Lewis   Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl

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Published 2022-06-29

CEO Shakeups

30 min
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CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. (0:31) Deidre Woollard and Tim Beyers discuss: - Where Pinterest has room to grow. - How stock investors should react to a CEO change. - Nike’s move to a direct-to-consumer strategy. Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research. Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN Host: Deidre Woollard

Guests: Tim Beyers, Rachel Warren, Ali Parsa Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry

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It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.

(:21) Deidre Woollard and Jason Moser discuss:

- Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines.

- Venture capital drying up, and what that means for technology innovation.  

Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.

Stocks mentioned: ZEN, SAVE,  JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM

Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-06-27

Investing in the Future of Food

26 min
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Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.

(:21) Asit Sharma and Maria Gallagher discuss:

- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.

A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.

Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE

Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-06-26

Money Laundering 101

28 min
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Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall

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Published 2022-06-25

5 Stay-at-Home Stocks Revisited

29 min
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Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg.

(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.

(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY

Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd

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Published 2022-06-23

Time to Buy Zoom Video?

25 min
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Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining segment - Capital decisions that we like (dividend increase!) and don't like (share buyback plan) - Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares (14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear! Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT Host: Chris Hill Guests: Jason Moser, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-06-22

E-Cigarette Ruling Hits Wall St.

20 min
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The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news - Why one of Altria's main competitors is unaffected - How he thinks about "sin stocks" as a category of investing

(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.

Stocks discussed: MO, BTI, MSTR, META, NVDA

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

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Published 2022-06-21

Snacks vs. Cereal: Kellogg's Plan to Split

28 min
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Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately - The relative attractiveness of running DocuSign - Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take - Mondelez buying Clif Bar for $2.9 billion - His belief that more acquisitions are on the way and the reasons why

(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.

Stocks discussed: DOCU, K, MDZ

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

Chris Hill Motley Fool Money http://motleyfoolmoney.com

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Published 2022-06-19

What’s On Your Balance Sheet?

31 min
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Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that’s not his own company)

Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL

Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair

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We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss: - The complexities in transforming an office building into apartments - Commercial real estate trends catching their attention - Ideas for investors who like dividends.

Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR

Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday - Adobe's latest results being outweighed by guidance - Roku's new partnership with Walmart - Winners and losers from the trend of people returning to restaurants - The latest from Kroger, Oracle, and Chewy

(19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle.

(35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD

Host: Chris Hill Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin Engineer: Dan Boyd

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"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers are starting to spend less - Shrinkflation being a tool some (but not all) companies can employ - Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN Host: Chris Hill Guests: Jason Moser, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower inflation in 2023 - Borrowing costs going higher - Expectations for more rate hikes later this year

(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.

Got a question? Drop an email to podcasts@fool.com!

Stocks discussed: PUBM, PG, WPP

Host: Chris Hill Guests: Ron Gross, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work and which stocks he's been buying - His relative disinterest in IPOs as an event

(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.

Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ

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

 

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Published 2022-06-13

Bear Market Officially Arrives

28 min
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The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest quarter meeting management's expectations - The relative attractiveness of DocuSign's stock - Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can

(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.

Stocks discussed: DOCU, KO, BF.A, META, NVDA

Host: Chris Hill Guests: Jason Moser, Jose Najarro, Nick Rossolillo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss: - The recent crash in crypto - What the “financialized version of the internet” can tell us about people - What happens when internet strangers try to operate a McDonald’s

Cryptos mentioned: BTC, LUNA

Host: Ricky Mulvey Guest: PJ Vogt Engineers: Dan Boyd, Tim Sparks

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Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd

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Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:

- DocuSign's 25% drop

- Target's bold moves

- Stitch Fix continuing to struggle

- Vail Resorts benefitting from relaxed Covid restrictions

- The latest from Campbell Soup, Netflix, Amazon, and more.

 

(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.

 

(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.

 

Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB

 

Host: Chris Hill

Guests: Emily Flippen, Ron Gross, Matt Argersinger

Engineers: Steve Broido, Rick Engdahl

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SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses: - Why payment-for-order-flow (PFOF) is going to be a big topic this summer - Potential threats to Robinhood's business model - Five Below's recent (and uncharacteristic) struggles - Takeaways from Spotify's investor day event, including a push into audiobooks (15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas.  Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR Host: Chris Hill Guests: Andy Cross, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineer: Rick Engdahl

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Published 2022-06-08

Should Netflix Buy Roku?

25 min
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Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-06-07

Apple Flexing Its Balance Sheet

29 min
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Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Prepping for getting the all-important back-to-school and holiday shopping seasons right - Apple's newest features (including chips) unveiled at WWDC - Ripple effects from Apple Pay getting into the "buy now, pay later" space - Prospects for an Apple VR headset in 2023 (15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset. Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-06-06

Stock Splits Matter

26 min
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Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-month outperformance of companies splitting their stocks - Alphabet splitting their stock in July - Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it - Howard Schultz declaring Starbucks' next CEO will be hired from outside the company

(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.

Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-06-05

Flawed Models Driving Back-to-Office Plans

24 min
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Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about: - The flawed models driving back-to-office plans - Why stock-based compensation doesn’t necessarily help outside investors - When corporate mergers can succeed and why they often destroy value

Stocks discussed: T, ZM, CSCO, AAPL

Host: Rachel Warren Guest: Roger Martin Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

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Published 2022-06-04

Weed Economics 101

25 min
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Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)

Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about: - How federal legalization could help or hurt weed investors - Economic lessons from pot laws in Oklahoma and California - One surprising way that weed is like bacon

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/

Host: Ricky Mulvey Guests: Robin Goldstein, Daniel Sumner Engineer: Dan Boyd

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Published 2022-06-03

Economic Hurricane? Just Keep Buying

39 min
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Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss: - Why short-term trading in and out of the market is NOT the answer - Okta’s strong results and optimism for the rest of the fiscal year - Lululemon’s online sales growth - Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles - The latest from Chewy and Salesforce

(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250

(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.

Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI

Host: Chris Hill Guests: Jason Moser, Ron Gross, Nick Maggiulli Engineer: Dan Boyd

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Published 2022-06-02

Sheryl Sandberg Leans Out

27 min
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After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses: - Sandberg's leadership in growing revenue and defending the company in public - How the company's pivot to the metaverse most likely contributes to her departure - Chewy's strong 1st-quarter profits against, albeit, modest expectations - Why the pet retailer needs to focus on getting fulfillment and infrastructure right - The numbers behind Chewy's customers spending more each year

(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.

Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN

Host: Chris Hill Guests: Asit Sharma, Tim Beyers, Cameron Deatsch Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

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Published 2022-06-01

“You better brace yourself.”

25 min
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Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses: - Salesforce shares rising on strong Q1 results and increased guidance - How the Slack acquisition is going so far - Elon Musk's ultimatum for executives at his company - Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"

(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.

Stocks discussed: CRM, MSFT, TSLA, JPM, LYV

Host: Chris Hill Guests: Jason Moser, Yaganeh Torbati Producer: Ricky Mulvey Engineers: Dan Boyd

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It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses: - How "Top Gun: Maverick" is the right movie at the right time - Ripple effects for studios, streamers, and more - Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board - Why he's a fan of Peltz and his form of shareholder activism

(13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices.

Stocks discussed: PARA, DIS, AMC, UL, PG

Host: Chris Hill Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-29

Yes, Women Make Better Investors Than Men

26 min
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Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges.

(1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back.

(18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing.

Hosts: Deidre Woollard, Dana Corl Kasarda Guests: Sallie Krawcheck, Kathryn Tuggle Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel

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Published 2022-05-28

Energy Investing 101

27 min
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While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss: - The complex connection between oil prices and what you pay at the pump - Which legacy energy companies are meaningfully moving to green energy - A 19th-century food processor that has an interesting strategy in renewable diesel

Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/

Host: Nick Sciple Guest: Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Published 2022-05-27

4 Beach Reads for Investors

39 min
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Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss: - Why they're watching inflation and increased talk of a recession - Costco posting stronger results than Walmart and Target - Baidu and Alibaba rising in China - Ulta Beauty's record sales in Q1 - Snowflake trading below its IPO price - Farfetch fighting on the front line of so many tough macro trends - The latest from Workday, Nvidia, and Williams-Sonoma

(19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community.

(31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity.

Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS

Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-05-26

Metaverse Possibilities for Investors

26 min
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Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host: Chris Hill Guests: Bill Mann, Ricky Mulvey, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China

(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.

Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD

Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-05-24

Snap Goes Down, Takes Others With It

24 min
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It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses: - Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance - The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others - How the current environment has little patience for nuance - Zoom Video's strong results and upbeat guidance - The underrated health of Zoom's business

(15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation.

Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM

Host: Chris Hill Guests: Tim Beyers, Robert Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-23

More Dealmaking On The Way?

27 min
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It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia

- VMWare shares popping 20% on reports it will be acquired by Broadcom

- The chances more companies with deep pockets will start buying companies at lower valuations

(13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads.

Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY

Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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We’ve got two CEO interviews and several real estate trends for investors to watch.

(1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties.

(18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck. Stocks discussed: RMAX, ARE, LLY, MRK

Hosts: Deidre Woollard, Marc Rappaport Guests: Nick Bailey, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Published 2022-05-21

SPACs Revisited

26 min
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Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss: - The incentives that both created the boom and bust - Rare SPACs that may have a bright future ahead - A potential arbitrage opportunity for investors watching SPACs

Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ

Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/

Host: Dylan Lewis Guest: Bill Mann, Chamath Palihapitiya Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss: - How history shows staying invested through downturns pays off in the long run - Major retailers struggling with inventory - Signs of strength in the home improvement industry - Two stocks on their radar: Costco and Marqueta

(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses: - Why he chose "expertise" as the theme for this season's episodes - How you can spot a real expert - What CEOs can learn from their employees who are six levels down - His thoughts on cryptocurrency and NFTs - The experience of going back to re-read his first book, Liar's Poker

Our Investing Starter Kit includes 15 stocks and 5 ETFs. Get a free copy here - http://fool.com/starterkit

Stocks discussed: WMT, TGT, HD, LOW, COST, MQ

Host: Chris Hill Guests: Jason Moser, Ron Gross, Michael Lewis Engineers: Dan Boyd, Austin Morgan

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Published 2022-05-19

The Lipstick Effect

19 min
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What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses: - TJX defying the recent trend of retailers struggling - How TJX can potentially smooth out its results in good economic times - Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks

Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.

Got a question for the show? Call our hotline: 703-254-1445

Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL

Host: Chris Hill Guests: Maria Gallagher Producer: Ricky Mulvey Engineers: Dan Boyd

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Published 2022-05-18

Retail's Inventory Problem

23 min
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"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop

(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.

Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB

Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-17

Walmart & Home Depot vs. Inflation

27 min
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Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers

(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.

Stocks discussed: WMT, HD, LOW, AMZN

Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-16

McDonald's Exits Russia (Who's Next?)

24 min
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If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia

(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.

Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss: - Why you should ask yourself “how much is enough?” - How to align your investments with a personal mission statement - And yes, financial lessons from chimpanzees

Host: Brian Stoffel Guest: Martha Beck Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

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