Motley Fool Hidden Gems Investing

The Motley Fool
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Sep 24, 2021 • 39min

New Stock Highs, Supply Chain Woes, and Big Tech Insights

Jon Fortt, CNBC host and expert on big tech, dives deep into the latest trends in the tech industry. He discusses Facebook's ongoing controversies around user safety and privacy. Fortt also shares insights on Amazon's leadership transition under Andy Jassy and what it means for investors. The podcast highlights the challenges facing Nike and FedEx due to supply chain issues while celebrating Costco's impressive fiscal performance. Additionally, we learn about WeWork's journey toward a public offering and what that could signify for the flexible workspace market.
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Sep 17, 2021 • 39min

Apple’s Latest, Hot IPOs, and the Future of AI

Karen Hao, Senior AI editor at MIT Technology Review, joins the discussion, shedding light on the transformative effects of artificial intelligence across various industries. She explains the distinctions between AI and machine learning, and how investments are surging in this tech. The conversation navigates job creation spurred by AI, while also addressing concerns about job displacement. Listeners gain insights into the future landscape of work influenced by technology, making it a must-listen for anyone curious about the intersection of AI and business.
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Sep 10, 2021 • 39min

High Fashion, Hard Seltzer, and the Business of Football

Emily Flippen and Jason Moser, both analysts from Motley Fool, dive into Lululemon's soaring shares thanks to impressive earnings and discuss the surprising performance of Dave & Buster's. They tackle challenges in the hard seltzer market and tease investment opportunities in C3AI and Allbirds. Andrew Brandt, a Villanova sports law professor, provides fascinating insights on the business of football, examining the NFL's financial strength, the pressures rookie quarterbacks face, and the rapidly evolving landscape of sports betting.
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Sep 3, 2021 • 39min

Fall 2021: Investing Preview

Join filmmaker Alex Gibney, known for his riveting documentaries like 'The Inventor: Out for Blood in Silicon Valley,' as he dives into the Theranos scandal. The conversation touches on the psychological intricacies of deception and the compelling narrative that led to the company's fall. Insights on current market dynamics reveal challenges related to high valuations and inflation, while digital growth trends in the insurance sector and stock opportunities in Digital Ocean and PayPal spark intriguing investment strategies.
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Aug 27, 2021 • 39min

Apple’s Concession, Peloton’s Stumble, and Real Estate’s Future

In this engaging discussion, Matt Argersinger, lead advisor of Millionacres and a real estate expert, dives into the evolving landscape of commercial real estate post-COVID-19. He highlights the recovering Real Estate Investment Trusts (REITs) and the impact of changing workplace dynamics. The conversation also touches on Amazon's expansion into physical stores, showcasing shifts in retail and tenant demands. Plus, discover intriguing insights about Peloton's struggles and the financial successes of companies like Best Buy.
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Aug 20, 2021 • 39min

Buy, Sell, or Hold?

Will Amazon's venture into department stores resonate with shoppers? A deep dive into the latest earnings of major retailers reveals shifting consumer behaviors. The rising trend of Japanese sake in the beverage market sparks discussions on diversification. As weddings rebound, investment opportunities emerge in this sector. Plus, a look at Roblox's growth and Elastic's innovative subscription model keeps the investment conversation lively and insightful.
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Aug 13, 2021 • 39min

Disney, Airbnb, and The Scout Mindset

Julia Galef, author of "The Scout Mindset," joins to discuss the critical importance of objective thinking in investing. She contrasts the soldier mindset with the scout mindset, emphasizing the need for open-mindedness and adaptability in decision-making. Galef also examines how cognitive biases can cloud judgment, sharing insights into the leadership styles of visionaries like Elon Musk and Jeff Bezos. Additionally, the conversation touches on embracing mistakes as growth opportunities, fostering a more resilient approach to investments.
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Aug 6, 2021 • 39min

Hot Jobs, Square Deals, and Hot IPOs

Micha Kaufman, the CEO and chairman of Fiverr, shares insights into the evolving landscape of freelance work and the company's innovative approach. He discusses Fiverr's mission to streamline freelance services while emphasizing diversity and support for micro businesses. The podcast also covers significant market movements, including Square's $29 billion acquisition of Afterpay and a deep dive into the economic outlook with unexpected job gains. Listeners will find intriguing revelations about the future of work and strategic developments from various notable companies.
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Jul 30, 2021 • 39min

Earnings: Big Tech Surprises and Disappointments

Analysts Emily Flippen and Jason Moser dive into a whirlwind of tech earnings, spotlighting Amazon's disappointing performance and Alphabet's record-breaking buyback. Apple and Microsoft may have reported big profits, but their stock reflected a different story. They also unpack notable results from Facebook, PayPal, and Starbucks, while McDonald's surprising success gets attention. Beyond Meat and Etsy are on their radar for future earnings, sparking discussion about market challenges and growth potential.
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Jul 23, 2021 • 39min

Restaurant Record Highs and The Cult of We

Elliot Brown, Wall Street Journal reporter and co-author of "The Cult of We," discusses the fascinating rise and fall of WeWork under Adam Neumann's leadership. He explores the intriguing dynamics of investor perception and the storytelling that fueled its initial success. Alongside this, analysts dive into the booming restaurant industry, spotlighting brands like Domino's and Chipotle, and the strategies that have propelled them to new heights. The podcast also examines the digital sales boom in various sectors, revealing trends that are reshaping the market.

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