Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · What History Teaches Us About Today’s Market · 10 Jul 2026 podcast

They can't get the returns on the capital of those investments and ultimately just continues to hammer the stock because the profitable earnings growth that would come from that revenue jump from adding those companies is not there and investors sniff that out.

I'd be a little scared of having too much of the government influencing and doing my taxes for me if that's the direction they're going to.

I know, I know, but then at least I have Intuit or someone else to be able to go back to and say, hey, listen, this is what we said and this is what the government said.

And Travis, I think that's one of the secrets to Hidden Gems kind of investing is trying to identify those markets and the trends and the companies that are going to benefit from that early on and being able to look past some of the noise to be able to invest for the next few years.

I think that's something that Tom and the Hidden Gems team has done pretty well over the years.

Yeah, well, the hidden gem style, I've been doing this with Tom for a long time and benefited from so much of his thinking.

But that hidden part, Travis, and that can mean a lot of different things.

It's basically underappreciated or undervalued assets from what the market sees.

Asset strength and brands, exceptional leadership, financial power, intangible assets, and growth opportunities.

And it's a mixture of both.

But I think about that combination.

What is the market really not seeing?

And I think one interesting spot is something like a retailer that really doesn't quite get the attention that other retailers might in the U.S.

And that's a company like Aritzia, which had earnings this week.

They were outstanding.

Think about the growth profile.

It's a Canadian women's retailer that does this very accessible business.

medium to high fashion retail.

And it's just doing things in a different way with that leadership team.

But it was Canadian based and now they're moving more aggressively into the U.S., very profitably into the U.S.

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