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.
This episode explores the contrasting fortunes of Disney and Uber, examining Disney's impressive growth in its parks and streaming sectors against Uber's mixed financial results and strategic international acquisitions. The discussion begins with Disney's surge in park attendance and guest spending, particularly in dom...
This episode explores the earnings reports and market valuations of Palantir, Celsius, and DoorDash. The discussion begins with Palantir, highlighting its impressive revenue growth and cash flow, while also noting concerns about declining international commercial revenue and its extremely high valuation relative to ear...
This episode explores Warren Buffett's announcement of stepping down as CEO of Berkshire Hathaway at the end of 2025, marking the end of his 60-year tenure, with Greg Abel set to take over the position. Against the backdrop of market speculation about Berkshire's future without Buffett, the discussion highlights the co...
This episode explores the evolving landscape of economic warfare and the United States' role within it, featuring an interview with Edward Fishman, author of "Choke Points." Against the backdrop of a shift from a win-win mentality in the 1990s to a more conflictual approach, Fishman argues that economic interdependence...
This episode explores the current state of the US economy and its impact on major tech companies and the travel industry. Against the backdrop of a 0.3% decline in US GDP and concerns about a potential recession, the hosts and analysts discuss mixed economic signals, including strong payroll numbers. More significantly...
This episode explores the strong Q1 2025 earnings reports of Microsoft and Meta, focusing on their significant investments in and the impact of artificial intelligence. Against the backdrop of persistent macroeconomic uncertainty, Microsoft's impressive results, including a 13% revenue increase and a 33% surge in Azure...
This episode explores the financial performance and strategic direction of Starbucks and Wingstop, contrasting their approaches to operational efficiency and growth amidst a challenging economic climate. The discussion begins with an analysis of Starbucks' recent earnings report, highlighting a two-minute reduction in...
This episode explores the impact of tariffs on the economy and its effects on various businesses and consumer behavior. Against the backdrop of slowing cargo volume at the Port of Los Angeles, the hosts discuss the potential for a recession, focusing on how small businesses are disproportionately affected compared to l...
This episode explores the impact of economic headwinds on various sectors, focusing on the American consumer and businesses. The discussion begins with the underwhelming performance of Domino's and Chipotle, revealing a decline in consumer spending on dining out, particularly among lower-income groups. More significa...
This episode explores the burgeoning field of prediction markets and their potential to revolutionize forecasting. The interview features Tarek Mansour, CEO and co-founder of Kalshi, a legal prediction market platform in the US. Mansour distinguishes event contracts from simple bets, emphasizing the economic utility ...
This episode explores the performance of several major companies, analyzing their recent earnings reports against the backdrop of a potentially slowing economy. The discussion begins with Alphabet's better-than-expected results, driven by a healthy advertising business and the successful launch of Gemini 2.5, despite ...
This episode explores conflicting narratives surrounding the US housing market and the performance of Chipotle and Berkshire Hathaway. Against the backdrop of mixed reports on home sales—some indicating a slowdown to 2009 levels, others showing a surge in the South—the hosts debate whether this represents a true infle...
This episode explores the recent Tesla earnings report and its implications for the company's future, contrasting it with the performance of AMD and its competitive landscape against NVIDIA. Against the backdrop of Tesla's disappointing automotive segment performance, marked by lower margins and delivery volumes, the ...
This episode explores the increasing scrutiny of big tech companies, specifically focusing on Google's antitrust case and its potential implications. The discussion begins with the Department of Justice's proposed remedies, including the sale of Chrome, termination of default search engine agreements, and data sharing...
This episode explores the interplay between political pressure and the Federal Reserve's independence, specifically focusing on President Trump's criticism of Fed Chair Jerome Powell and its market impact. Against the backdrop of a high inflation environment, President Trump's advocacy for lower interest rates clashes ...
This episode explores the current state and future trajectory of Nvidia, a leading player in the AI hardware market. Against the backdrop of the author Stephen Witt's new book, "The Thinking Machine," the discussion delves into the anxieties driving Nvidia's CEO, Jensen Huang, and his company's strategic decisions. Mo...
This episode explores the impact of recent economic uncertainty, particularly tariffs and interest rates, on various sectors and the investment landscape. Against the backdrop of declining performance in the "Magnificent Seven" tech stocks and a 15% year-to-date drop in the S&P 500, the hosts discuss the unexpected ris...
This episode explores the financial performance of Taiwan Semiconductor Manufacturing Company (TSMC) and Netflix, contrasting their positions within the broader technological and entertainment landscapes. Against the backdrop of ongoing trade tensions, TSMC reported strong earnings, maintaining its growth projections ...
This episode explores the impact of recent policy changes and macroeconomic factors on the stock market, focusing particularly on the semiconductor and real estate sectors. Against the backdrop of Nvidia's $5.5 billion charge due to altered export rules, the hosts discuss the market's reaction and its broader implicat...
This episode explores investor sentiment and market trends, particularly within the retail sector, against the backdrop of a pessimistic economic outlook. The hosts discuss a Bank of America survey revealing record-low investor confidence and significant fund manager shifts away from US stocks. More significantly, th...
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