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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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After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including: - How a stock with a slow-growing top-line can become a long-term compounder - One company that was built to make acquisitions - When it’s a “crime” for a company to pay a dividend - How to water-proof your shoes

Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD

Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx

Host: John Rotonti Guests: Bill Mann, Auri Hughes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Published 2022-05-13

The Hidden Upside for Stock Investors

39 min
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"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss: - Historic numbers to put the current market into perspective - Disney's better-than-you-might-think results - Rough times for coffee chain Dutch Bros - Unity Software's drive for profitability - Signs of life from Affirm Holdings - The latest from Roblox, The Trade Desk, and Peloton (19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs. (34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot. Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-12

Future Consolidation in Gaming

25 min
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If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime Producer: Ricky Mulvey Engineers: Dan Boyd

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Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchange fees - Why The Trade Desk is a company in transition

(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.

Stocks discussed: RBLX, TTD, FVRR

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

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Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses: - Why he believes that "poor uses of capital have not been punished" - Anchoring to 52-week highs and lows, and why it's dangerous - The level of concern over rolling lockdowns in China (14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.) Stocks discussed: SBUX, EL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses: - Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege - Meta Platforms placing a freeze on hiring - The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness" - Encouraging data around younger Americans' comfort level with going to theaters (14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching. Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH Host: Chris Hill Guests: Jason Moser, Rachel Warren, Jonathan Webb Producer: Ricky Mulvey Engineers: Dan Boyd

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The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about: - The technical challenges in bringing the metaverse to life - A murky future for all involved - Why Nike may have meaningful exposure to the metaverse To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/ Stocks mentioned: RBLX, FB, NKE, U Host: Asit Sharma Guest: Matthew Ball Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Published 2022-05-07

Diving Into Hospitality

26 min
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Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss: - How resorts are recovering - The present obstacles for Airbnb - Why the outlook for business travel is a mixed bag Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-06

Jobs, Rate Hike, Stocks on Sale

39 min
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Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss: - Pitfalls and potential for stock investors

- Rocky times for e-commerce companies Etsy, Shopify, and Wayfair - Booking Holdings and Marriott leading the travel industry - AMD defying expectations - Under Armour hitting an 11-year low - The latest from Zillow, Block, and Starbucks

 

(19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!

 

(34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.

 

Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ

 

Looking for 15 more stocks and 5 ETFs? Get a copy of our free investing starter kit at http://fool.com/starterkit

 

Host: Chris Hill Guests: Jason Moser, Ron Gross, Malcolm Ethridge Engineer: Dan Boyd

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Published 2022-05-05

Nasdaq Pain Continues

31 min
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The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses: - The short-term pain being felt by all investors, including us - Shopify's 1st-quarter results looking similar to Amazon's - Deliverr, the logistics company Shopify just bought for $2.1 billion - EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter

(17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential.

Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN

Host: Chris Hill Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-04

Starbucks Heats Up, Lyft Stalls

29 min
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Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses: - Uber's scale outweighing Lyft's - Prospects for Uber reaching profitability by the end of 2023 - Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year - Starbucks 12% same-store sales growth in the U.S. - Match Group getting a new CEO

(15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group.

Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT

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

Host: Chris Hill Guests: Maria Gallagher, Emily Flippen, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-05-03

How To Handle A Raise

23 min
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A trio of earnings reports from Hilton Hotels, Expedia, and Avis Budget Group give us the chance to zoom in on the travel industry. (0:20) Asit Sharma discusses: - Key metrics for hotels, bookings, and car rentals - Travel industry's growth having a positive ripple effect on advertising revenue - Why he prefers travel brands with staying power

(13:10) Alison Southwick and Robert Brokamp discuss how to adjust your monthly budget after you get a raise.

Here's the retirement calculator Bro mentioned! - http://calcxml.com/calculators/retirement-planning?skn=606

Stocks discussed: HLT, EXPE, CAR, ABNB, MAR

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

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Published 2022-05-02

Gut Check Time for Investors

27 min
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Just because it's been a rough start to 2022 doesn't mean the market is automatically going higher the rest of this year. (0:20) Jason Moser discusses: - Why right now is a gut check for every investor - What recent history says about the Nasdaq falling in the first 4 months of the year - The types of businesses he's looking to invest in right now

(15:20) Matt Frankel spent the weekend in Omaha, Nebraska at "Woodstock for Capitalists". Ricky Mulvey talks with Matt about his biggest takeaways from the Berkshire-Hathaway annual meeting.

Stocks discussed: PYPL, JNJ, HD, LOW, MKC, BRK.A, BRK.B, PGR, CVX, OXY, ATVI, MSFT

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

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Published 2022-05-01

Money Expert Michelle Singletary

23 min
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For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be smarter about budgeting and personal finances. Deidre Woollard caught up with her to talk about: - How our financial habits changed during the pandemic - One significant way to take control of your budget - Why she suggests not buying a home right now

Host: Deidre Woollard Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Brandon Gentry, Dan Boyd

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Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends

You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash management, measuring risk, and more.

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

Bonus resource - https://www.fool.com/investing/2020/07/16/do-you-have-an-investing-checklist.aspx

Host: John Rotonti Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl, Dan Boyd

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The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss: - Amazon falling more than 10% after a weak 1st-quarter report - Apple's supply chain outlook - Microsoft delivering strong earnings across its business units - Atlassian's guidance outweighing great 3rd-quarter profits - Pinterest bouncing back from a 52-week low - The latest from Meta Platforms, Alphabet, and Pinterest

(19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more.

(35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams.

Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC

Looking for 15 more stocks and 5 ETFs? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill Guests: Ron Gross, Emily Flippen, Becky Quick Engineer: Dan Boyd

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Published 2022-04-28

We Like Big Moats And We Cannot Lie

25 min
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It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses: - Meta Platforms bouncing back from its recent lows - PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year - The growing strength of ServiceNow's cloud business

(14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves.

Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR

Some of the stocks mentioned today are featured in our free Investing Starter Kit. Get your copy here - http://fool.com/starterkit

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

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Published 2022-04-27

Chipotle's Future is...?

21 min
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To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses: - 1st-quarter revenue growing 23% - Alphabet's board approving a $70 billion share buyback plan - CFO Ruth Porat's continued strong performance with the company's capital allocation - The pricing power of Chipotle boosting its 1st-quarter results - How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here

(12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix.

Who made the better argument? Vote in our poll on Twitter @MotleyFoolMoney

Stocks discussed: GOOG, GOOGL, CMG, NFLX

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

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Published 2022-04-26

Twitter's New Owner

29 min
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Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses: - The mediocre performance (to date) of Twitter's business - Whether Tesla shareholders should be nervous about Musk running another company - How other ad-driven businesses like Pinterest and Facebook are feeling - The latest results, and near-term future, for bellwether stock UPS

(14:00) Inflation is rising, but that's probably not a good enough reason by itself to expect a raise at work. Alison Southwick and Robert Brokamp talk with Kara Chambers, head of People Development at The Motley Fool, for insights and suggestions.

Stocks discussed: TWTR, DRI, TSLA, FB, PINS, UPS

Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit

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

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Published 2022-04-25

Big Soda > Big Beer

21 min
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Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses: - Coke's strong 1st-quarter organic revenue growth - CEO James Quincey's warning of "storm clouds" on the horizon - The success of Coke's 2018 acquisition of Costa Coffee - Why companies like Coke and Pepsi are outperforming major beer companies

(11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting.

Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM

Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill Guests: Jason Moser, Maria Gallagher, Alyce Lomax Producer: Ricky Mulvey Engineers: Dan Boyd

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Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss: - Opportunities in direct-to-consumer healthcare - Creating more personalized medicine - The limits of genetic testing

Host: Brian Orelli Guest: Anne Wojcicki Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Published 2022-04-23

6 Companies, 4 Strong Balance Sheets

26 min
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What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A surprising way one retailer generates cash from its balance sheet - Companies holding the most formidable cash piles in the world

Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD

Host: John Rotonti Guest: Bill Mann Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A challenging immediate future for Netflix - Tesla's record profits in Q1 - Elon Musk's progression towards buying Twitter - Papa John's signing a new 3-year deal with board member Shaquille O'Neal - The latest from Gap, Boston Beer Co., and Johnson & Johnson

(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.

(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.

Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO

Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill Guests: Jason Moser, Ron Gross, Matt Argersinger Engineer: Dan Boyd

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Published 2022-04-21

Beth Kindig on Tech Stocks

29 min
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As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate

(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.

Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU

Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Published 2022-04-20

Netflix Plummets, Lululemon Plans

25 min
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For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years

(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.

Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT

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

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Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - The company's 60-year streak of increasing its dividend - Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE

(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.

Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445

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

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Published 2022-04-18

While Wall St. Was Sleeping...

27 min
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The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products)

(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445

Stocks discussed: AMZN, UPST, SQ

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

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Grab your notebook and get ready to dive deep. 

Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. 

Rotonti discusses:   - How to pick a discount rate for investments.  - The key difference between fair and intrinsic value. - How to project free cash flows. 

Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. 

Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ 

Stocks discussed: IBM, NEE, PEP

Host: John Rotonti Producer: Ricky Mulvey  Engineer: Rick Engdahl

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Published 2022-04-15

12 Spring Cleaning Stocks

39 min
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Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips!

(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.

Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B

Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl

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Published 2022-04-14

“Can we pour one out for the lawyers?”

24 min
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Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:

- The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now.

(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.

 

Stocks: TWTR, TSLA, GS, NVDA, CRWD

 

Host: Dylan Lewis

Guests: Bill Mann, Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Published 2022-04-13

Are psychedelics investable?

25 min
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Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart.

- A rebound for Delta Airlines.

 

Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.

Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD

 

Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool

Host: Deidre Woollard Guests: Jason Moser, Emily Flippen, Meilin Quinn Producer: Ricky Mulvey Engineer: Tim Sparks

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Published 2022-04-12

Inflation Runs Hot

31 min
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Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.

 

(0:17) Yasser El-Shimy joins Asit Sharma to discuss:

- Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen.

When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”

 

Got a question about stocks? Call our voicemail: 703-254-1445

 

Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN

 

Host: Asit Sharma Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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Published 2022-04-11

Musk being Musky

30 min
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Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board.

- Warner Bros. Discovery’s first day as a publicly traded company.

- A potential seller’s strike at Etsy.

(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.

Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG

 

Host: Deidre Woollard

Guests: Tim Beyers, Matt Argersinger

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl, Annie Franks

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Published 2022-04-10

Investing Lessons from The Bond King

33 min
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Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses: - How Gross traded bonds to beat the market for decades - Why PIMCO may have “started the party” that led to the Great Recession - Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house Bonus resource! How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/ Host: Ricky Mulvey Guest: Mary Childs Engineer: Steve Broido, Tim Sparks

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Published 2022-04-09

Guide to Financial Statements (2 of 2)

24 min
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Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses: - How net income becomes free cash flow - The choices companies can make with free cash flow (and why investors should care) - Margins that can indicate the health of public companies Bonus resource! How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

Stock discussed: CMG Host: John Rotonti Producer: Ricky Mulvey Engineer: Rick Engdahl

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The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as: - Meta Platforms working on a currency for the metaverse - Twitter’s incoming director: Elon Musk - Berkshire-Hathaway’s new stake in HP - Rite Aid’s tenuous future - Coca-Cola’s latest flavor innovations

(19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports.

(33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy.

Got a question about stocks?  Call our voicemail: 703-254-1445

Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY

Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, John Ourand Engineers: Steve Broido, Rick Engdahl

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Published 2022-04-07

Unsexy Stocks, Rewarding Returns

20 min
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Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:

- Whether people going back to offices could be a growth catalyst for Waste Management

- The underrated subscription part of Rollins' business

- How businesses like Sherwin-Williams can be compounding machines for shareholders

 

(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.

 

Stocks discussed: WM, WCN, ROL, SHW

 

Got a stock question? Email podcasts@fool.com!

 

Host: Chris Hill

Guests: Jim Mueller, Alicia Hammond

Producer: Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

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Published 2022-04-06

Bull vs. Bear: Best Buy

30 min
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(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss: - JetBlue’s competition with Spirit to buy Frontier Airlines.

- Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans. - Restaurants in the metaverse. Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.

 

Link: Metaverse Stocks -  https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY Host: Deidre Woollard Guests: Asit Sharma, Brian Feroldi, Jim Gillies Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Published 2022-04-05

6 Great Books for Investors

25 min
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April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books: Liar's Poker - Michael Lewis The Big Short - Michael Lewis (Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner The Little Book That Beats The Market - Joel Greenblatt One Up On Wall Street - Peter Lynch Beating The Streat - Peter Lynch (10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk). Host: Chris Hill Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2022-04-04

Leaders Gonna Lead

32 min
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One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses: - Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO - The likelihood of Schultz remaining CEO beyond his "interim" period - Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC - The subtle-yet-important difference between a 13D filing and a 13G filing - Whether Tesla shareholders are bothered by Musk paying attention to another company (18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure. Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL Host: Chris Hill Guests: Jim Gillies, Asit Sharma, Brian Stoffel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2022-04-03

Russia, China, and Global Energy Markets

28 min
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Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe.  In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses: - Russia’s economic relationship with China - The role of shale for US energy independence - Supply chain obstacles for wide-spread electric vehicle adoption Bonus Resources! Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/ Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/ Host: Ben Ra Guest: Daniel Yergin Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry

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Published 2022-04-02

Guide to Financial Statements (1 of 2)

19 min
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Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.)

 

In part one of this two part series on financial statements, Rotonti discusses:

- How to understand balance sheets and income statements.

- A key metric that can tell you about a company’s pricing power.

- What you’re actually purchasing when you buy a stock.

 

Bonus Resources!

Chipotle’s valuation metrics - https://www.fool.com/premium/company/nyse/cmg/

Reconciling Net Income to Free Cash Flow - https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

 

Stock discussed: CMG

 

Host: John Rotonti

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as: - Booking Holdings CEO Glenn Fogel's prediction for summer travel - Baidu being added to the SEC's list of stocks potentially facing delisting - Chewy's struggles in its latest quarter - Brand growth continuing in the hard seltzer market - The latest from Lululemon, FedEx, and Five Below (19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation. (36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group. To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR Host: Chris Hill Guests: Emily Flippen, Tim Beyers, David Gardner Engineer: Rick Engdahl

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Published 2022-03-31

"You are the baker of your own cake."

29 min
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For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this! (00:20) Asit Sharma discusses: - Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card - Why shareholders of both companies should be happy with the outcome - How investors can take solace in a growing economy, even as stocks cooled off this quarter (14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?" Post a review on Apple and include a question about a stock or industry! Stocks: AMZN, JPM, AXP, C, SYF, AAPL Host: Chris Hill Guests: Asit Sharma, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2022-03-30

A CEO's Dire Forecast

23 min
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Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future. (00:20) Bill Mann discusses: - The record year RH just closed - Friedman invoking the 2008 collapse of Bear Stearns - Why RH is doing a 3-for-1 stock split Bill also answers a listener's question about small-cap stock 22nd Century Group. Post a review on Apple and include a question about a stock or industry! (14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company. Stocks: RH, WSM, XXII, ZS, CRM, TSLA Host: Chris Hill Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Published 2022-03-29

Real Estate Trends We're Watching

34 min
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Real Estate Trends We're Watching FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed. (00:20) Jason Moser discusses: - McCormick's 1st-quarter results being fueled by the B2B part of the company - Why executives are optimistic about the rest of the fiscal year - Fred Smith stepping down after more than 50 years of running FedEx - The leap of faith investors must take when it comes to CEO succession (17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs. Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com

Stocks: MKC, FDX, VNQ, RHP, PEB Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses. (00:20) Tim Beyers discusses: - Ripple effects of Apple becoming the 1st streaming service to win Best Picture - Overall spending on content increasing  - How things are going today at the offices of Netflix - Tesla's proposed stock split (14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now. Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein Engineer: Rick Engdahl, Tim Sparks

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Published 2022-03-27

A Language Guide for Financial Stocks

24 min
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Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss: - Why the P/E ratio is less important than you may think - The nuance of judging a bank’s efficiency - One metric to watch for any fintech company

Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/

Stocks: AXON, WFC, COF, PYPL, JPM, AFRM

Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineer: Tim Sparks

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Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history.  Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss: - The Academy’s tenuous relationship with Netflix and other streamers - Warner Brothers' history of trying to recreate Disney’s magic - Unexpected business lessons from Oscar winners and nominees

Stocks: DIS, NFLX, T

Host: Chris Hill Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer Producer: Ricky Mulvey Engineers: Steve Broido, Tim Sparks

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Published 2022-03-26

Improving Market, Attractive Stocks

39 min
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The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as: - Google striking an app-store deal with Spotify - Uber teaming up with New York City taxis - Reports that Apple is developing a hardware subscription service - Darden Restaurants seeing improvement in its fine dining segment - The latest from Berkshire-Hathaway, Adobe, and Nike

(19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture.

(32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home.

Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch!

Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH

Host: Chris Hill Guests: Jason Moser, Andy Cross, Nell Minow Engineer: Steve Broido

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