Motley Fool Hidden Gems Investing

Becky Quick, co-host of CNBC's Squawk Box and On the Money, shares her expertise on investing and Warren Buffett. She discusses the anticipation surrounding the Berkshire Hathaway annual meeting and Buffett's insights on current market trends. The conversation highlights the impressive earnings from tech giants like Microsoft and Amazon, while addressing the challenges faced by companies like Facebook in a transforming landscape. The talk also explores the upcoming IPOs of Uber and Slack, offering a glimpse into future market directions.

Daniel Levitin, a professor of psychology at McGill University and author of "The Organized Mind," joins the discussion on information overload and organization strategies. He shares insights on productivity and decision-making, highlighting the detrimental effects of multitasking and decision fatigue. The hosts also share tips on spring cleaning—whether it’s decluttering homes or trimming stock portfolios—while weaving in light-hearted humor. Their conversation blends practical advice with a deep dive into how our brains can better organize thoughts and tasks.

David Kuo, Director of Motley Fool Singapore and a BBC financial commentator, shares his insights on the U.S.-China trade war and the shift of manufacturing to Southeast Asia. He highlights the impact of Disney's streaming strategy, which has taken Wall Street by storm. Kuo also discusses Uber's IPO prospects and the changing dynamics in the airline industry, along with Rite Aid's exit from e-cigarettes. The conversation is peppered with investment strategies in turbulent markets, emphasizing the rise of Southeast Asia as a new manufacturing hub.

Allison Schrager, an economist and journalist, dives into the intriguing world of risk in her thought-provoking discussion. She draws unexpected parallels between sex work and other professions, emphasizing the importance of understanding risk in various aspects of life. The conversation touches on personal finance, investments, and even creative industries like Hollywood. Schrager's insights challenge listeners to rethink their own strategies for managing risk, making this dialogue both enlightening and empowering.

Tim Beyers, a Motley Fool media analyst known for his insights on technology and financial markets, dives into Apple's latest event and explores new trends in the gaming industry. He discusses Lyft's IPO debut and its competitive stance against Uber. The conversation also addresses BlackBerry's transformation into a software powerhouse and highlights strategic moves by Microsoft. Key retail trends, such as 'drunk shopping,' and the impact of subscription models in gaming are also examined, revealing the evolving landscape of technology and consumer behavior.

Joe Magyer, Chief Investment Officer at Lakehouse Capital and expert on the Australian stock market, shares fascinating insights into Disney's massive acquisition of Fox and its implications for the entertainment industry. He discusses the challenges Disney faces, including layoffs and competition in streaming. The conversation shifts to Google's innovative gaming model that enhances accessibility and the implications of big tech's influence in the gaming sector. Additionally, he highlights investment opportunities in Australia, like the promising StoneCo in payment processing.

Alex Gibney, an Academy Award-winning director known for his investigative documentaries, dives deep into the rise and fall of Theranos and Elizabeth Holmes. He reveals the psychological aspects behind deception in tech, highlighting how compelling narratives can mislead investors. Gibney contrasts Holmes' tactics with infamous figures like Bernie Madoff, shedding light on the urgent need for diligence in Silicon Valley investments. The conversation also touches on the implications of trust in business and the lessons learned from high-profile frauds.

CEO Matt Flake of Q2, a digital banking software firm, shares insights on how technology is reshaping the banking landscape. He discusses Q2's growth trajectory post-IPO and the challenges community banks face amid industry consolidation. The conversation also dives into privacy issues highlighted by Facebook's new initiatives and the implications of recent economic reports on job growth. Additionally, there's a look at market dynamics affecting major players like Salesforce, Costco, and the evolving retail and technology sectors.

  MercadoLibre hits a new high. Booking Holdings falls on guidance. And Etsy crafts a twenty-percent rise. On this week’s show – live from Austin, Texas - analysts Andy Cross and Jason Moser dig into those stories and talk Square, Teladoc, and Lucky Charms-like beer. And we revisit Motley Fool CEO Tom Gardner's conversation with Southwest Airlines co-founder Herb Kelleher.  Thanks to Airbnb for supporting Motley Fool Money. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kraft Heinz plummets on weak earnings and an SEC subpoena. Stamps.com loses an Uncle Sam-sized partner. Wayfair delivers. And Zillow renovates. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest from Boston Beer, Domino’s Pizza, Texas Roadhouse, and Walmart. Plus, Motley Fool CFP and retirement expert Robert Brokamp talks tax tips and retirement planning. Thanks to LinkedIn for supporting The Motley Fool. Go to linkedin.com/fool and get $50 off your first job post. Learn more about your ad choices. Visit megaphone.fm/adchoices