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 podcast episode explores the success of cybersecurity company CrowdStrike, highlighting their impressive revenue growth, improved bottom line, and increased revenue guidance. The company's cybersecurity platform strategy, effective technology platform, and focus on consolidation in the market have contributed to t...
This podcast episode explores the insights and analysis provided by Hindenburg Research, a respected short-selling firm, regarding Axos Financial's commercial real estate exposure. It discusses the impact of short reports on stock prices and the need for investors to remain calm and conduct thorough analysis. The episo...
This podcast episode explores various topics, including Waste Management's acquisition of Stericycle, Costco's retail results and membership retention, the significance of stability in Costco's story, the emergence of the content market for training AIs, and the frustrations faced by professionals in search engine opti...
This podcast episode explores the consequences of using the Federal Reserve's toolkit to fight inflation, including the challenges it poses and the disconnect between people's perceptions of the economy and the real economic data. It highlights the media literacy crisis in understanding economic data accurately and que...
This podcast episode explores the importance of effective leadership strategies, customer experience management, prioritizing people in leadership roles, self-awareness in career growth, and the power of communication and recognition in achieving sustainable results. The speakers share examples and insights from indust...
This podcast episode explores the performance of various companies in different industries, including the Mediterranean fast casual concept Cava, cloud-based software company Salesforce, pet supplies retailer Chewy, sporting goods retailer Dick's Sporting Goods, fashion retailers Abercrombie & Fitch and Foot Locker, an...
This podcast episode explores the recent performance of Salesforce, discussing its revenue miss and slower growth due to enterprise customer budget constraints and competition in the AI market. It also highlights Salesforce's role in managing data for AI workflows and its transformation into a leading enterprise softwa...
This podcast episode discusses various topics including Chewy's recent earnings report and stock buyback, the importance of stock buybacks, growth initiatives of Chewy and Dick's Sporting Goods, the performance of Dick's Sporting Goods and CAVA in the market, the concept of a 529 plan for saving for college, and the im...
This podcast episode discusses T-Mobile's acquisition of most of U.S. Cellular, the impact of consolidation and debt loads in the telecommunications industry, Rocket Lab's expansion plans, and the divergence between Rocket Lab's stock and its fundamentals. It emphasizes the importance of spectrum assets and the need fo...
This podcast episode explores the world of venture capital and the mindset behind it. It discusses the concept of the "winner's curse" and how venture capitalists focus on hitting home runs rather than settling for modest returns. The importance of due diligence in venture capital investments is also highlighted, as we...
This podcast episode explores the impact of streaming on the consumption of movies and the challenges faced by the traditional box office model. It discusses the declining box office sales due to factors such as rising ticket prices and the availability of creator-led content. The conversation emphasizes the need to ad...
This podcast episode covers a range of topics including Nvidia's impressive earnings release, the implications of regulatory guidance for the Buy Now, Pay Later industry, the challenges faced by Target in retail earnings, the performance of companies like Autozone, Lowe's, and Dell, the importance of position-sizing in...
This podcast episode explores the impressive financial performance of Nvidia, including revenue exceeding expectations, a stock split, and the release of their new chip platform. It highlights the potential impact of Generative AI and the growth opportunities for Nvidia in the data center business. The episode also dis...
This podcast episode explores the performance of Target in the retail industry, the new regulations affecting Buy Now, Pay Later (BNPL) companies, the competition between Upstart and FICO in the credit reporting industry, and the differences between DraftKings and Churchill Downs in the sports betting industry. It also...
This podcast episode discusses various topics including Jamie Dimon's views on stock buybacks and the importance of tangible book value for banks, the impact of quantitative tightening and CEO succession in large banks, the role of Thai Union in Red Lobster's bankruptcy, the effect of endless shrimp promotions on custo...
This podcast episode explores the expansion of Hims & Hers into the weight loss market by adding GLP-1 weight loss injections to their existing personalized subscription care offerings. The move has excited investors and resulted in a 30% increase in the stock. The episode also discusses the business model of Hims & He...
This podcast episode features a debate between the Motley Fool team representing stock investing and the Bigger Pockets team representing real estate investing. The speakers discuss the definitions of both types of investing, the benefits of each option, the importance of diversification, risk mitigation, leveraging, l...
This podcast episode explores various topics including the significance of milestone numbers in the stock market, the historical changes and relevance of the Dow Jones Industrial Average (DJIA), Walmart's strong earnings results and private label initiatives, Warren Buffett's investments and market moves, Google's AI d...
This podcast episode discusses a range of topics including Netflix's landmark deal with the NFL for live sports content, the rise of ad tier subscribers in the streaming industry, the shift from unbundling to bundling in the streaming industry, the post-pandemic travel boom, Disney's earnings call and post-COVID travel...
This podcast episode discusses various topics including the release of the April inflation report, positive market response to recent data, Google's search results format and AI, OpenAI's ChatGPT 4.0, and the shakeup at Boston Omaha. It explores the implications of these developments on the economy, the market, traditi...
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