Motley Fool Hidden Gems Investing

Meanwhile, in Switzerland...

20 Mar 2023

Contributed by Lukas

(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's lat...

Vince McMahon’s Advantage

19 Mar 2023

Contributed by Lukas

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE. Abraham Josephine Riesman is ...

Waze Co-Founder on Entrepreneurship, Autonomous Vehicles, and ChatGPT

18 Mar 2023

Contributed by Lukas

When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the c...

The Fed's Next Move, ESPN’s Future

17 Mar 2023

Contributed by Lukas

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? (0:21)...

Retail & Tech Try To Transform

16 Mar 2023

Contributed by Lukas

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.  (0:21) Deidre Woollard and Asit Sharma discuss:  - Adobe’...

Big Telecoms vs. Deadpool

15 Mar 2023

Contributed by Lukas

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust. (0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobil...

Is Buffett Targeting This Bank?

14 Mar 2023

Contributed by Lukas

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest C...

Big Banks Sure Are Quiet These Days

13 Mar 2023

Contributed by Lukas

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to mak...

Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball

12 Mar 2023

Contributed by Lukas

One sign of a true expert is they often say “I don’t know”. Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, ...

Is Investing a Game?

11 Mar 2023

Contributed by Lukas

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.  C. Thi Ngu...

Not Too Big To Fail

10 Mar 2023

Contributed by Lukas

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. (0:21) Jason Moser ...

"This one's gonna leave a mark."

09 Mar 2023

Contributed by Lukas

(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary of...

$30 Million Worth of Bobbleheads

08 Mar 2023

Contributed by Lukas

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away. (0:21) Asit Sharma discusses: - Shares of Crowdstrike r...

New Flavors of FIRE

07 Mar 2023

Contributed by Lukas

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: -...

What's Your Investing Thesis?

06 Mar 2023

Contributed by Lukas

It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and...

Paramount: The House of Redstone

05 Mar 2023

Contributed by Lukas

It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic p...

Michelle Singletary on Investing, Retirement, and the Lies We Tell Ourselves About Money

04 Mar 2023

Contributed by Lukas

Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal f...

Software, Retail, and Trex CEO Bryan Fairbanks

03 Mar 2023

Contributed by Lukas

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks...

Salesforce Increases Its Focus (and Buybacks)

02 Mar 2023

Contributed by Lukas

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is sti...

4 Stocks We Just Bought

01 Mar 2023

Contributed by Lukas

Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their...

Target's Improving Inventory

28 Feb 2023

Contributed by Lukas

After a particularly rough 2022, Target is getting back to basics.  (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Z...

Buffett Brings The Heat

27 Feb 2023

Contributed by Lukas

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. (0:21) Jason Moser discusses: - Buffett's v...

The Resilience of Black Wall Street

26 Feb 2023

Contributed by Lukas

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing edito...

Value Hunting

25 Feb 2023

Contributed by Lukas

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and bu...

Surprising Earnings, Conservative Management

24 Feb 2023

Contributed by Lukas

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.  (0:21) Emily Flippen and Jaso...

Etsy's "Jedi Mind Trick"

23 Feb 2023

Contributed by Lukas

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - E...

What Happened To Intel?

22 Feb 2023

Contributed by Lukas

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.  (0:21) Bill Mann d...

2023: The Year of Cautious Guidance

21 Feb 2023

Contributed by Lukas

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discus...

PJ Vogt on AI, VR, and Tech Cycles

19 Feb 2023

Contributed by Lukas

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an ...

iBuying, Real Estate Investing, Home Inventory

18 Feb 2023

Contributed by Lukas

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-foun...

The (Wall Street) Hits Keep On Coming

17 Feb 2023

Contributed by Lukas

It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results -...

The Once & Future Zillow

16 Feb 2023

Contributed by Lukas

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (i...

Answers from Airbnb, Questions for Upstart

15 Feb 2023

Contributed by Lukas

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss: - A very healthy quarter for Ai...

Big Macro & Big Red

14 Feb 2023

Contributed by Lukas

Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise inst...

Twilio's Layoffs, Spotify's Strategy

13 Feb 2023

Contributed by Lukas

For the second time in five months, Twilio announces a round of layoffs.  (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow -...

Beth Kindig on AI, Semiconductors, and Tech Cycles

12 Feb 2023

Contributed by Lukas

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead tech...

Lies My Income Statement Told Me

11 Feb 2023

Contributed by Lukas

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The Univ...

NFL Predictions, AI Competitions

10 Feb 2023

Contributed by Lukas

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet ...

Disney Pops, Alphabet Drops

09 Feb 2023

Contributed by Lukas

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division dr...

Record Ad $$$ for SB 57

08 Feb 2023

Contributed by Lukas

Companies are shelling out big bucks to get your attention during the big game.  (0:21) Bill Mann discusses: - Chipotle maintaining their stance on ...

The AI Land Grab Has Started

07 Feb 2023

Contributed by Lukas

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in sea...

Why Do Casinos Lose Money?

06 Feb 2023

Contributed by Lukas

If the house always wins, why are gambling companies having trouble turning a profit?  (0:21) Jason Moser discusses: - Privately-owned restaurant co...

Domonique Foxworth on NFL Owners, Investing, and Keys to the Big Game

05 Feb 2023

Contributed by Lukas

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL co...

Stocks for the Long Run

04 Feb 2023

Contributed by Lukas

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment ...

Huge Jobs Report, Triple-A Earnings

03 Feb 2023

Contributed by Lukas

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.  (0:21) Ron Gross and Jason Moser discuss: - ...

Meta Soars

02 Feb 2023

Contributed by Lukas

For the first time in a long time, Meta Platforms gave shareholders a reason to smile.  (0:21) Tim Beyers discusses: - 4th-quarter revenue coming in...

Peloton's Turning Point?

01 Feb 2023

Contributed by Lukas

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton...

Record Profits? Record Profits.

31 Jan 2023

Contributed by Lukas

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.  (0:21) Bill Mann discusses: - McDonald's growing global s...

Gen Z & Millennials Are Driving AmEx Higher

30 Jan 2023

Contributed by Lukas

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of...

Howard Marks on China, Risk, and Interest Rates

29 Jan 2023

Contributed by Lukas

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chair...

Lessons from Buffett’s Investing Framework

28 Jan 2023

Contributed by Lukas

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have...

GDP, Tesla, FinTech, and "Burrito Season"

27 Jan 2023

Contributed by Lukas

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expect...

Netflix, Comcast, Southwest Airlines

26 Jan 2023

Contributed by Lukas

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers di...

Eyes on the Cloud

25 Jan 2023

Contributed by Lukas

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: ...

2 Blue Chips Under Pressure

24 Jan 2023

Contributed by Lukas

How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he l...

Big Banks vs. Apple & PayPal

23 Jan 2023

Contributed by Lukas

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming th...

GE’s Legacy & Lessons for Investors

22 Jan 2023

Contributed by Lukas

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks)...

Real Estate Trends w/ Opportunity

21 Jan 2023

Contributed by Lukas

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector....

Big Tech Layoffs, Signs of Housing Trouble

20 Jan 2023

Contributed by Lukas

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effec...

China, India, and the Question of Population Growth

19 Jan 2023

Contributed by Lukas

Data this week suggest India is about to pass China as the world's most populous country.    (0:25) Bill Mann discusses: - Procter & Gamble bumping ...

Prices Falling, More Tech Layoffs

18 Jan 2023

Contributed by Lukas

As many expected, Microsoft announced the layoff of 5% of its employees.   (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, muc...

Goldman Sachs Drags Down the Dow

17 Jan 2023

Contributed by Lukas

Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade.   (0:21) Jason Moser discusses: - 4th-quarter pro...

Earnings Watch & Market Valuation w/ Liz Ann Sonders

15 Jan 2023

Contributed by Lukas

"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her pers...

Small Caps w/ Strong Brands

14 Jan 2023

Contributed by Lukas

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, dir...

Dry January, Big Banks, and Trouble at Disney HQ

13 Jan 2023

Contributed by Lukas

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jam...

Walmart's Tech, One Activist's Fight

12 Jan 2023

Contributed by Lukas

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:...

Wells Fargo Steps Back

11 Jan 2023

Contributed by Lukas

What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, ...

Stocks For China’s New Bull Market

10 Jan 2023

Contributed by Lukas

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.   (0:21) Bill Mann discusses: - How U.S....

"No company is immune."

09 Jan 2023

Contributed by Lukas

A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of ...

Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks

08 Jan 2023

Contributed by Lukas

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author o...

Diagnosing Stock Drops

07 Jan 2023

Contributed by Lukas

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look ...

3 CEOs Walk Into A Bar

06 Jan 2023

Contributed by Lukas

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcem...

Value Opportunities for Investors

05 Jan 2023

Contributed by Lukas

Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses...

2 Dividend Stocks To Watch

04 Jan 2023

Contributed by Lukas

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's r...

Time To Hit The Gym Stocks?

03 Jan 2023

Contributed by Lukas

'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at ho...

2023 Investing Blueprint

02 Jan 2023

Contributed by Lukas

It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for inves...

27 Stocks for 2023

30 Dec 2022

Contributed by Lukas

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends inv...

Do You Really Want To Be An Investor?

29 Dec 2022

Contributed by Lukas

(0:21) Chris Hill discusses: - What's coming up on the show in early January - Seth Rogen's revelation about stand-up comedy - What it takes to be an ...

Don't Bet Against Behemoths

28 Dec 2022

Contributed by Lukas

Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why for...

Global Markets to Watch in 2023

27 Dec 2022

Contributed by Lukas

Outside the U.S. there are opportunities for investors in the new year. (0:21) Bill Mann discusses: - Countries producing raw materials (and video ga...

How Much Does Santa Weigh?

24 Dec 2022

Contributed by Lukas

We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - B...

Becky Quick, Mark Cuban

23 Dec 2022

Contributed by Lukas

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Str...

Following Buffett, Bull vs. Bear: Etsy

22 Dec 2022

Contributed by Lukas

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hat...

Nike, FedEx, and The Fed

21 Dec 2022

Contributed by Lukas

The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to mak...

Is TikTok Too Big To Ban?

20 Dec 2022

Contributed by Lukas

The digital advertising landscape is shifting. (0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market s...

Barron's Top Stock Picks

19 Dec 2022

Contributed by Lukas

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks ...

Aswath Damodaran on the Fed, Inflation, and Valuation

18 Dec 2022

Contributed by Lukas

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Da...

Same Data, Different Conclusions

17 Dec 2022

Contributed by Lukas

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of I...

Best & Worst of 2022

16 Dec 2022

Contributed by Lukas

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who ge...

Are College Bowl Sponsorships Worth It?

15 Dec 2022

Contributed by Lukas

With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl gam...

Tesla Shareholders Are Nervous (They Should Be)

14 Dec 2022

Contributed by Lukas

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airl...

Inflation Cooling, SBF Arrested

13 Dec 2022

Contributed by Lukas

November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countr...

London Calling Microsoft

12 Dec 2022

Contributed by Lukas

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the tw...

The ROI of Design

11 Dec 2022

Contributed by Lukas

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and ...

REITs, Homebuilders, and the Return of Las Vegas

10 Dec 2022

Contributed by Lukas

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. I...

USA vs. Microsoft

09 Dec 2022

Contributed by Lukas

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing...

Gas, China, Food & Beverage Stocks

08 Dec 2022

Contributed by Lukas

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of g...

Another New Trend from Robinhood?

07 Dec 2022

Contributed by Lukas

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinho...

Getting Kids to Invest

06 Dec 2022

Contributed by Lukas

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished. (0:44) Dei...

The Evolution of Max

05 Dec 2022

Contributed by Lukas

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser...