Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
The podcast analyzes Disney's CEO transition, assessing Bob Iger's legacy regarding streaming profitability and transformative acquisitions of Pixar, Marvel, and Lucasfilm. The discussion questions whether Iger will fully step away or remain involved, and it speculates on potential spin-offs of media assets like ESPN, ...
The podcast analyzes PayPal's stock drop following the announcement of a CEO change, with panelists debating whether the market overreacted. While one panelist views PayPal as a potential value buy due to its low price-to-earnings ratio and growth in payment volume, others express concern over declining transactions pe...
The podcast examines whether the biotech industry is being unfairly overlooked, focusing on FDA approval processes and upcoming earnings reports. Karl Thiel raises concerns about potential political influence affecting drug reviews, leading to inconsistent regulatory approaches, particularly in gene and cell therapies....
DroneShield, an Australian company specializing in counter-drone technology, is discussed by CEO Oleg Vornik, along with Tom Gardner and Beegee Alop from The Motley Fool. Vornik details how DroneShield's technology detects and neutralizes drones without physical harm, utilizing radio frequency, radar, and cameras. The ...
The podcast explores the multifaceted decision-making process behind retirement, featuring Robert Brokamp and Dan Caplinger, both with extensive experience in financial planning and connections to The Motley Fool. They delve into the emotional and financial factors influencing their own retirement timelines, highlighti...
The podcast explores potential mergers among Elon Musk's companies like SpaceX and xAI, questioning if this is a strategic move ahead of SpaceX's IPO. Lou Whiteman suggests merging SpaceX with xAI could boost investor appeal, while Emily Flippen views it as a way to move capital between businesses, using Tesla as a fun...
This podcast episode centers on analyzing recent earnings reports from major tech companies, particularly Tesla, Meta, and Microsoft, and their ambitious capital expenditure plans. Tesla's increased investment in autonomy, robots, and AI, including a $20 billion capital spending plan for 2026, is viewed with both excit...
The podcast analyzes recent earnings reports from Starbucks and General Motors, questioning their investment potential despite operational improvements. Starbucks' global and U.S. comparable sales increased by 4%, driven by a 3% rise in traffic, with China growing 7%. However, the company is sacrificing immediate profi...
The podcast explores the power of owning the operating system underlying everyday life, focusing on strategic investments and technological integrations. It begins with Nvidia's $2 billion investment in CoreWeave, debating whether it's a proactive move or a bailout, considering Nvidia's potential for over-investment in...
The podcast focuses on upcoming earnings reports from major tech companies—Apple, META, and Microsoft—and the broader trend of increasing capital expenditures in AI. It highlights projections showing significant increases in AI-related spending for Alphabet, Amazon, META, and Microsoft in 2024-2026, while Apple's inves...
The tech market's investment landscape, particularly regarding AI's impact, is the central focus, featuring Denny Fish, Portfolio Manager for the Janus Henderson Global Technology and Innovation Fund. Fish emphasizes the importance of AI infrastructure's strength and anticipates increased dispersion among large-cap com...
The podcast explores strategies for choosing the right retirement account, particularly weighing the benefits of pre-tax traditional accounts versus Roth accounts. Sean Mullaney, a financial planner and CPA, argues that many workers should prioritize traditional accounts due to the potential for lower tax rates in reti...
The discussion centers on Tesla's robo-taxi rollout in Austin and its implications for the autonomous vehicle market. The panelists debate whether this is a watershed moment for Tesla, considering Waymo's existing driverless operations and safety data concerns. They also explore Tesla's partnership with Lemonade for in...
The podcast explores the potential surge in the 2026 IPO market, driven by companies in the AI and space sectors. The discussion begins with Rocket Lab's conflicting press releases regarding a failed test of its Neutron rocket and a successful launch of its Electron rocket, questioning the timing and implications of th...
The podcast analyzes Netflix's recent earnings report and its strategic shift towards acquiring Warner Bros. Discovery. Despite positive Q4 revenue growth of 18% and a subscriber milestone of 325 million, concerns arise from projected slower revenue growth in 2026 and increased debt due to the all-cash offer for Warner...
The fast-casual restaurant sector's downturn in 2025 and potential rebound in 2026 is examined, focusing on changing consumer behavior and valuation resets. It's argued that aggressive pricing by fast-casual chains outpaced the broader industry, leading consumers to seek better value in casual dining and prepared groce...
The Motley Fool Money podcast episode analyzes Taiwan Semiconductor's stellar fourth-quarter numbers and its implications for the AI value chain. The discussion centers on whether Taiwan Semiconductor (TSMC) or NVIDIA holds greater importance in the AI landscape, with arguments made for both. TSMC's dominance in chip f...
Redwire's role in the burgeoning commercial space sector is examined, highlighting its evolution from a provider of fundamental building blocks to a platform provider with spacecraft and uncrewed air systems. CEO Peter Cannito discusses the strategic acquisition of Edge Autonomy, emphasizing its complementary nature in...
The episode explores how workforce analytics can inform investment decisions and job seekers. Ben Zweig, CEO of Revelio Labs, shares insights from his book, "Job Architecture," explaining how analyzing employee profiles, job postings, employee sentiment, and salary data can reveal a company's strategic shifts. He illus...
The podcast analyzes potential acquisitions in the streaming space, particularly Netflix's possible purchase of Warner Brothers Discovery, weighing it against a competing bid from Paramount. The discussion explores whether Netflix taking on debt to finance the deal would limit its future flexibility and strategic optio...
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