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The Motley Fool

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.

Motley Fool Money

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and how companies such as Emphase and Bloom could benefit. And in the final segment, the team answers a question about how trillion-dollar IPOs can send ripple effects through the market.

Jon Quast, Matt Frankel, and Rachel Warren discuss:

-Why return on invested capital (ROIC) is important

-Things to look for when companies are investing profits

-What needs to go right for Enphase Energy

-Bloom Energy’s potential moat

-How trillion-dollars IPOs could create market ripples

Companies discussed: Coca-Cola (KO), WM (WM), S&P Global (SPGI), Enphase Energy (ENPH), Bloom Energy (BE), Vertiv (VRT), Eaton (ETN), Schneider Electric (SBGSY), Space Exploration Technologies (SPCX), Rocket Lab (RKLB), Alphabet (GOOG)(GOOGL), Amazon (AMZN)

Host: Jon Quast

Guests: Matt Frankel, Rachel Warren

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloom Energy’s “Time-to-Power” Moat

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 2 of their conversation, host Robert Brokamp spoke with Wes about:-The importance of “core pursuits” (aka, “hobbies on steroids”) and adventure-The “friendship recession” and how to build a community in retirement-The value of SWAN (sleep well at night) money-Turning your portfolio into a paycheck via multi-asset class income investing

Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 1 of their conversation, host Robert Brokamp spoke with Wes about:-His decade-plus quest to find the most important characteristics of happy retirees-What his updated research says about the investable net worth and income of happy retirees-Why even wealthy retirees fear running out of money, and how to relieve that anxiety-The relationship between retirement happiness and carrying a mortgageTune in tomorrow for Part 2!

Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

How Much Does It Take to Be Happy in Retirement?

Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- Tesla’s “Event”

- GPT-6

- Adobe’s New CEO

- 10-Year Predictions

- Retail’s Health

- Radar Stocks

Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU).

Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla’s Robotaxi Non-Event & GPT-6 Is Here!

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that’s down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake’s hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL)

Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Data Center Investing Trend in Trouble?

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run. 

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum

Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).

Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla Robotaxi Day & the Competition’s Response

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple.

Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- Amazon vs FTC- Future of Amazon Retail- Meta’s Settlement- Is Meta Becoming Bit Tobacco?- John Ternus’ First Day- How Apple Can succeed

Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META).

Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech Gets the Regulatory Shakedown

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis.

Jon Quast, Matt Frankel, and Rachel Warren discuss:

-Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis

Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O)

Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

A $13 Billion Bet on Robots?

Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors

keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard

Innovation Labs fellow, serial startup founder, and author of The Power of Pull — about why

customers almost never buy things because they were convinced to, what that means for how

you evaluate a publicly traded company's growth story, and how the AI boom is exposing which

software businesses have genuine demand and which ones are papering it over with an

ever-growing sales and marketing budget. He also shares the one financial metric he trusts

above all others — and the surprisingly mundane AI use cases he's most excited about.

Host: Rachel Warren

Guest: Rob Snyder

Producers: Kristi Waterworth, Lauren Budabin

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. But it’s necessary, because while it’s nearly impossible to predict the future when it comes to most aspects of personal finance, there’s one thing we can guarantee: You and everyone you know will one day pass away – leaving assets and stuff behind to be divvied up.

Topics covered:-While it’s important to seek the counsel of an attorney in your state, you can do a lot of estate planning on your own by updating beneficiary, payable on death, and transfer on death designations on your accounts and insurance policies-What should be included in your will-When to consider a trust-Creating your “financial vault” – the document that will let your loved ones know what to do and where to find everything when you’re no longer able to manage your finances (temporarily or eternally)

Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Prepare to Pass on Your Possessions

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. 

(00:42) Bill Mann and Matt Argersinger discuss:
- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.
- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach. 
- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.

(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. 

(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.

Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech's AI Spending Spree

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