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Travis Hoium

πŸ‘€ Speaker
6715 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Price earnings multiple is 24, still a phenomenal growth company.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

But John, you went with Micron instead, arguably a little bit a step down on the value chain of actually building these systems and these chips.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

So why Micron instead of a company like NVIDIA?

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Well, it's so hard to look at the valuation of a company like Micron as well, because given that growth rate, I'm just looking at the forward price to earnings multiple.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

It's 4.8 right now, which just seems absolutely crazy.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

All right, I want to get you guys' takes on it.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

All right, John, you have to pick one champion out of your final four.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Who have you got?

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

All right, Lou, out of your four, who have you got?

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Is that sentiment completely changed for Sundar Pichai?

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

I like it.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Well, we do have to circle back to Meta when we come back, get an idea of what's going on with the future of that company.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

You're listening to Motley Fool Money.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

If you're going to be dumb, you got to be tough.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Welcome back to Motley Fool Money.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

Meta's side quest into the metaverse is coming to a somewhat unceremonious end horizon.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

The metaverse is officially being shut down or neglected even more than it already was.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

I've just got to start with this, guys.

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

John, does Meta Platforms now need to change its name from that, maybe back to Facebook or something else?

Motley Fool Hidden Gems Investing
The Reality of Investing in 2026

But it seems like this name doesn't really identify where the company is right now.