Original Broadcast: Motley Fool Show
Berkshire Hathaway is a net buyer of stocks again for the first time in nearly four years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early, before finishing the episode by running some Berkshire stocks through some Hidden Gems mental frameworks. Jon Quast, Matt Frankel, and Rachel Warren discuss Berkshire buys stocks again, Greg Abel’s changing approach, Hidden Gems Investing’s favourite AI scoring categories, why housing stocks could be Hidden Gems, and why the AI industry is still a great place to look for Hidden Gems. Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Alphabet (GOOG)(GOOGL), D.R. Horton (DHI), Kroger (KR), Delta (DAL), Rocket Lab (RKLB), Dream Finders Homes (DFH), Forgent Power Solutions (FPS). Host — Jon Quast; Guests — Matt Frankel, Rachel Warren.
Guests: Matt Frankel,Rachel Warren
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Original Broadcast: Modern Mindset
New research by The Royal Mint suggests that many of us are feeling anxious about our finances, with concerns about global instability and the cost of living leading a third of us to reflect on the money we could have made from precious metals like gold and silver. Despite gold’s value rising by around 128% in the last five years, most people still keep their savings in a bank account rather than precious metals. Joining Rory McGowan to discuss the findings is Stuart O’Reilly from The Royal Mint.
Guests: Stuart O'Reilly
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This episode is about turning a compulsion into a revulsion. Its theme draws an analogy to show how the drug cocaine is parasitic: how it exploits the host to take much more than it gives, thereby taking control. The challenge is, how to dispense with a parasite that has taken hold? Adam Cox helps to show the way ..
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is intrigued by top designer Jony Ive's portable smart speaker for OpenAI, apparently a metal doughnut with moving parts but not available until next year. Another innovative speaker claims to have "a world inside" with a 3D environment you can view. 29 US states are suing Meta. There's a weird gimbal-mounted robot phone that will ogle bystanders and answer "yes or no" questions. You can get a smartphone that you can fix yourself or a cheap camera with no proper viewfinder. A devil robot has been designed to deal with California wildfires. The Japanese have invented a human washing machine. And visitors to one London hotel can get free entry to see the Bayeux Tapestry.
Guests: Steve Caplin
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Original Broadcast: The Business Of Film
James Cameron-Wilson thought #3 The End of Oak Street, in which a suburban family find themselves battling dinosaurs, daft as a brush. Despite unconvincing adult performances from Anne Hathaway and Ewan McGregor, it's good fun and genuinely nerve-shredding. In #12 Sunny Dancer, Bella Ramsey is a reluctant teenage attendee at a holiday camp for cancer survivors. Written and directed by a young George Jaques, it does not shy from the messiness of life, has wonderful dialogue and full-blooded performances from its young cast. It is simply one of the best films of the year. On Netflix, engaging comedian Mo Gilligan challenges himself to eat nothing but fried chicken for 28 days in Big Chicken: A Fast Food Conspiracy. He almost dies while, along the way, he exposes the atrocious treatment not only of the creatures themselves, but also the workers in the associated factories. It's a hard watch and has persuaded James never to eat fried chicken again.
Guests: James Cameron-Wilson
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Months of drought are gradually waking us up to the fact that climate change really is a serious concern: if we're not going to stop it, then we have to take mitigation action seriously. Fresh water is our most critical natural resource: the only alternative to rainfall is desalination. Once again, democracy's great Achilles Heel of short-termism is letting us down. Politicians must accept that the era of treating fresh water as an unlimited resource is over, and new strategies must be developed to tackle the challenges ahead. Background music: 'Trickle of Water' by Underbelly & Ty Mayer.
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Original Broadcast: This is Money
After years of stagnant sales and plummeting prices…is the housing market about to take off again? Lee Boyce, Helen Crane and Georgie Frost discuss what's going with property values and hunt for green shoots of recovery. Some of Britain's biggest banks are offering far better savings rates under different brands. We look at where the deals are hiding and how much more you could earn. Crane is back on the case — this time, she resolves a reader problem with an £11,500 heat pump. It left some rooms at just 12°C – and their energy bills went up. A-level results day was this week — do the younger generation need to go to university? We talk about the pressures facing school leavers and why a degree isn't the only route to a successful career, running through best apprenticeships and jobs that don't require a degree.
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
Demand for AI is exploding and two companies — OpenAI and Anthropic — are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy? Travis Hoium, Lou Whiteman, and Jason Moser discuss AI IPO Setup, insatiable demand, debt gets involved, restaurant recovery?, buying a franchise and stocks on our radar. Companies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale. Jon Quast, Matt Frankel, and Tyler Crowe discuss Agentic AI internet traffic surpassing human traffic, the investment opportunities if agentic traffic increases exponentially, the government’s investment in mining education, whether there are buying opportunities for mining stocks, and why Intel is raising cash. Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL). Host — Jon Quast; Guests — Matt Frankel, Tyler Crowe.
Guests: Matt Frankel,Tyler Crowe
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Original Broadcast: Modern Mindset
Today marks National Financial Awareness Day — and new research from the Money and Pensions Service suggests that millions of people across the UK are still struggling to keep up with their bills. The findings come from MoneyView, MaPS’ flagship annual survey of the nation’s finances, which shows wide variation across different parts of the UK. Joining Rory McGowan to discuss the findings, and where people can turn for help, is Victoria Copeland from the Money and Pensions Service.
Guests: Victoria Copeland
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