Motley Fool Hidden Gems Investing
Episodes
Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here
08 Aug 2025
Contributed by Lukas
Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphab...
AppLovin, Airbnb, and More Earnings Surprises
07 Aug 2025
Contributed by Lukas
Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's su...
Will the NFL Bring the Magic Back to Disney Stock?
06 Aug 2025
Contributed by Lukas
The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution r...
Compounders Past vs Present
05 Aug 2025
Contributed by Lukas
From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analy...
Consumer Stocks Spotlight: Etsy, Roblox, and Reddit
04 Aug 2025
Contributed by Lukas
Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results! Tim Beyers, Alicia...
The Real Risk
03 Aug 2025
Contributed by Lukas
How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?Motle...
How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security
02 Aug 2025
Contributed by Lukas
More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial...
The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale
01 Aug 2025
Contributed by Lukas
The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have th...
Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum
31 Jul 2025
Contributed by Lukas
The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platform...
Coffee, Chips, and Credit Cards
30 Jul 2025
Contributed by Lukas
Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. (00:21) Travi...
A Rough Day for Dividend Knights
29 Jul 2025
Contributed by Lukas
Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, E...
Intel Can’t Stop Cutting
28 Jul 2025
Contributed by Lukas
The former Chip King is cutting again in hopes of finding a path to sustainable growth. Tim Beyers and Jose Najarro discuss: - Intel’s big restruc...
What Business School is Missing
27 Jul 2025
Contributed by Lukas
So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at Univer...
Choosing a 529 and How Does Your 401(k) Compare
26 Jul 2025
Contributed by Lukas
529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 5...
Meme Stocks Mania Returns & the Fantasy Stock Draft
25 Jul 2025
Contributed by Lukas
Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. T...
Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner
24 Jul 2025
Contributed by Lukas
Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alpha...
Japan Gets a Trade Deal and Earnings Season Ramps Up
23 Jul 2025
Contributed by Lukas
The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgi...
Block Party and Big Swings
22 Jul 2025
Contributed by Lukas
With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are...
Has Biotech Met Its Moment?
21 Jul 2025
Contributed by Lukas
A surge in private market investment has Fools wondering: is it time to bet bigger on biotech? Tim Beyers and Karl Thiel discuss: - The rise in ...
Roland Rott, CEO of GE Healthcare Imaging on AI
20 Jul 2025
Contributed by Lukas
A set of AI use cases within the medical space. David Meier, Asit Sharma, and Roland Rott discuss: The latest on GE Healthcare, of which GE Hea...
Christine Benz on the Keys to a Happy, Prosperous Retirement
19 Jul 2025
Contributed by Lukas
Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy ...
Netflix Continues to Dominate
18 Jul 2025
Contributed by Lukas
Earnings season is here! Jason Hall and Matt Frankel discuss: - Netflix’s beat and raise. - Interest rate predictions for a year from now. - C...
The Trade Desk Joins the S&P 500
17 Jul 2025
Contributed by Lukas
The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a...
Is The Stock Market In Bubble Territory?
16 Jul 2025
Contributed by Lukas
Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & ...
Bold Earning Season Predictions
15 Jul 2025
Contributed by Lukas
Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflat...
Can Toast Thrive in the Restaurant Renaissance?
14 Jul 2025
Contributed by Lukas
Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surp...
Data Scientist Hilary Mason on AI and the Future of Fiction
13 Jul 2025
Contributed by Lukas
A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses genera...
Tom Gardner: A Message to All Investors
12 Jul 2025
Contributed by Lukas
Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing...
AI, Superman, and Solar’s Kryptonite
11 Jul 2025
Contributed by Lukas
Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeav...
Taiwan Semi’s $100 billion plan and housing is hot!
10 Jul 2025
Contributed by Lukas
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go...
Starbucks' China Challenge and Decoding Meta's AI Push
09 Jul 2025
Contributed by Lukas
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss...
Is Amazon the Best Prime Day Deal?
08 Jul 2025
Contributed by Lukas
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 ta...
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
07 Jul 2025
Contributed by Lukas
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle make...
RBI Replay: What You’ve Done to Create Financial Freedom Vol. 3
05 Jul 2025
Contributed by Lukas
Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to f...
First Half Lookback
04 Jul 2025
Contributed by Lukas
For once, the big tech giants are not driving the market’s returns. (00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset ...
Jobs, Cars, AI and Financial Freedom!
03 Jul 2025
Contributed by Lukas
Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss: - The recent ...
Another Big IPO Headed Our Way!
02 Jul 2025
Contributed by Lukas
Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy. Jason Moser and Lou White...
AI-Powered Warfare
02 Jul 2025
Contributed by Lukas
Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat. And...
Nike is Back in the Race
30 Jun 2025
Contributed by Lukas
Nike stock moves higher after Q4 earnings. Andy Cross and Jason Hall discuss - Why Nike stock rallied after its latest earnings - Also: Home Depo...
GitLab CFO on Remote Culture Success, AI Integration
28 Jun 2025
Contributed by Lukas
Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investmen...
Amazon Wants More Power
27 Jun 2025
Contributed by Lukas
Amazon’s latest data center will require the same amount of electricity as one million homes. (00:21) Jason Moser and Matt Argersinger join Ricky...
Boeing Cruising to New Altitudes?
26 Jun 2025
Contributed by Lukas
Will innovations from the Paris Air Show be enough to lift airlines to new heights? Tim Beyers and Lou Whiteman discuss: - More AI-fueled earnings...
Everything Is a Circle
25 Jun 2025
Contributed by Lukas
A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury. (00:21) Asit Sharma and Mary Long discuss: - The housin...
Breaking Up is Hard to Do: It's Not Me, It's You
24 Jun 2025
Contributed by Lukas
Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why No...
Tesla’s Key Robotaxi Rollout
23 Jun 2025
Contributed by Lukas
FICO turns to BNPL data and Fiserv embraces a new stablecoin. Andy Cross, Jason Hall, and Matt Frankel discuss: - FICO to include BNPL data - The...
Seth Godin on AI, Branding, and Attention
21 Jun 2025
Contributed by Lukas
Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame ...
Economy is Solid. Economy is Uncertain.
20 Jun 2025
Contributed by Lukas
Households and businesses are feeling more uncertain about the future, but the labor market is strong. (00:21) Motley Fool Senior Analysts Asit Sha...
Albertson’s Carries Baggage
18 Jun 2025
Contributed by Lukas
The grocer is in a pickle. Can a longtime employee and new CEO turn it around? (00:21) David Meier and Mary Long discuss: - The macro factors infl...
Opportunities in Housing and a Solar Scare
17 Jun 2025
Contributed by Lukas
Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnin...
Big Retail, Stablecoins and Dividends, Oh My!
16 Jun 2025
Contributed by Lukas
Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walm...
Howard Marks, The State of the Market
15 Jun 2025
Contributed by Lukas
Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior An...
Airbnb Goes Beyond Stays
14 Jun 2025
Contributed by Lukas
Travel can slow down temporary but the demand to get away from your home is everlasting. Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-fo...
The World Grows More Uncertain
13 Jun 2025
Contributed by Lukas
And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty an...
Is CAVA a Palate Pleaser?
12 Jun 2025
Contributed by Lukas
Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation? Tim Beyers and Rick Munarriz discuss: - Oracle’...
Exploring CoreWeave: An NVIDIA-Backed AI Play
11 Jun 2025
Contributed by Lukas
Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss...
Apple, SPACs and Stocks We Bought
10 Jun 2025
Contributed by Lukas
Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from...
HBO and CNN Split Up
09 Jun 2025
Contributed by Lukas
Warner Bros. Discovery is planning to break itself up into two distinct companies. (00:21) Andy Cross and Jason Hall discuss: - Warner Bros. Discove...
J.L. Collins, Achieving Financial Independence
07 Jun 2025
Contributed by Lukas
Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The...
Friendship Breakup Costs Tesla
06 Jun 2025
Contributed by Lukas
You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to d...
Nintendo’s Big Release
05 Jun 2025
Contributed by Lukas
Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jas...
What Bonds, Dollar Stores Say About Economy
04 Jun 2025
Contributed by Lukas
More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey dis...
The Stock of the Summer
03 Jun 2025
Contributed by Lukas
Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’...
Right Place, Right Time for Zscaler
02 Jun 2025
Contributed by Lukas
The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May...
The Next Gold Rush: Emerging Markets?
31 May 2025
Contributed by Lukas
Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social S...
The Economic Mood Brightens
30 May 2025
Contributed by Lukas
Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why America...
Nvidia’s Big Number
29 May 2025
Contributed by Lukas
$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. ...
Security, Sports, and Skiing
28 May 2025
Contributed by Lukas
Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reac...
Salesforce Fuels AI Engine
27 May 2025
Contributed by Lukas
Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the bo...
David Gardner, What Rule Breakers Value
24 May 2025
Contributed by Lukas
If you want to own best-in-class companies, you need to own stocks with a high sticker price. Motley Fool Co-founder and Chief Rule Breaker, David Ga...
Stock of the Summer and Unsung CEOs
23 May 2025
Contributed by Lukas
Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. (0:...
Nike’s Turnaround Story
22 May 2025
Contributed by Lukas
Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamen...
Two Paths for Target
21 May 2025
Contributed by Lukas
In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark...
Elon Hangs On
20 May 2025
Contributed by Lukas
Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singul...
There is No (Convenient) Alternative
19 May 2025
Contributed by Lukas
Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. (00:21) Asit Sharma and Dylan Lewis discuss: ...
The Promise of Quantum Computing
17 May 2025
Contributed by Lukas
The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment...
Walmart’s Warning, Money Tips for 2025 Grads
16 May 2025
Contributed by Lukas
Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - T...
Netflix, YouTube Put Ads Up Front
15 May 2025
Contributed by Lukas
More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discus...
Business Plans and Science Projects
14 May 2025
Contributed by Lukas
Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and in...
ONON Fire
13 May 2025
Contributed by Lukas
A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors ...
U.S. & China Strike a Trade Deal?
12 May 2025
Contributed by Lukas
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21)...
How Governments Shape Markets
10 May 2025
Contributed by Lukas
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed ...
Wait and See on Rates and Tariffs
09 May 2025
Contributed by Lukas
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming i...
S&P 500 Shakes Liberation Day Loss
08 May 2025
Contributed by Lukas
For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the...
Uber Hits Gas on Autonomous Vehicles
07 May 2025
Contributed by Lukas
Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings...
Palantir’s Valuation Question
06 May 2025
Contributed by Lukas
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulve...
Warren Buffett Passes the Torch
05 May 2025
Contributed by Lukas
After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - ...
Friendshore First, Trade War Second
03 May 2025
Contributed by Lukas
Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare...
Taking the Market's Weight
02 May 2025
Contributed by Lukas
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join ...
The Best Company in Big Tech?
01 May 2025
Contributed by Lukas
Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit ...
Is Starbucks Serving Up Promise or Peril?
30 Apr 2025
Contributed by Lukas
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Lon...
A Steady Business During Uncertain Times
29 Apr 2025
Contributed by Lukas
PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impa...
The Compounding Consumer Crunch
28 Apr 2025
Contributed by Lukas
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier...
The Rise of Prediction Markets
26 Apr 2025
Contributed by Lukas
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of...
Google Banks Ads, Chipotle Eyes Mexico
25 Apr 2025
Contributed by Lukas
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason...
Why is Berkshire Hathaway Hoarding Cash?
24 Apr 2025
Contributed by Lukas
Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What hom...
Tesla’s “Moment of Truth”
23 Apr 2025
Contributed by Lukas
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Po...
Google Faces a Potential Breakup
22 Apr 2025
Contributed by Lukas
The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 bill...
The Market and Fed Chair Powell
21 Apr 2025
Contributed by Lukas
Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration’s focus o...
Inside Nvidia’s “Thinking Machine”
19 Apr 2025
Contributed by Lukas
“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Think...
Management Weighs in on the Macro
18 Apr 2025
Contributed by Lukas
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about t...