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Tom Gardner

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
849 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

The technology is that transformative.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

Obviously, we go back 30 years and see the early stages of the internet.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

You know, I remember a time when David and I were just traveling around on a book tour and we walked into a restaurant or a coffee shop to have a little break between one interview and another and they said, would you like a table with the internet?

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

And it was like this dramatic thing.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

It was like there was a smoke machine in there and it was like, it's so special, right?

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

It was elite experience that you could have.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

You could have a table with the internet, right?

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

And then all of a sudden, you know, 15 years later, everyone's walking around watching videos on their iPhone.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

So this is what's gonna happen with AI and companies need to be willing to not worry about generating rising profits right out of the gate.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

But certainly, you know, the winners in the public markets, we are in a capitalistic system.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

So the companies and organizations that use their capital effectively, that know how to turn diamond to a dollar,

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

are the ones that end up winning in our investment portfolios.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

So I definitely like to look at our databases at The Motley Fool and all our Moneyball databases for the companies with the highest financial scores because they know how to manage their money.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

They have a great CFO department and the ones that have the highest technology and AI scores in every industry because they're the ones that are being bold and creative and exploring what's possible.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

So pair those two things together and I think you have some great investments out in front of us.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

on our Twitter account at The Motley Fool, we'll run the survey and say, you know, if the S&P 500 were to fall 20% in the next six months, how would you feel about that?

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

And there's a surprising number of people that say they would feel terribly about that.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

And that's bad news because the S&P falls 20% once every five years.

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

So that means

Motley Fool Hidden Gems Investing
Motley Fool Co-Founder Tom Gardner: The Quarterly Call

Every five years, 20% of likely the people following us at The Motley Fool and our members are going to be devastated by that.