Motley Fool Hidden Gems Investing

Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional telecom companies, PepsiCo’s shrinking margins, and the limits of consumer pricing power. They also look back at the 2022 market bottom, the stocks left behind in the recovery, and how AI could reshape future returns.

Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:

- SpaceX’s Wireless Ambitions

- Telecom’s Competitive Threats

- PepsiCo’s Pricing Problems

- Consumer Spending Pressures

- Lessons From 2022

- AI’s Uneven Impact

Companies discussed: Verizon (VZ), AT&T (T), T-Mobile (TMUS), Rocket Lab (RKLB), Iridium Communications (IRDM), AST SpaceMobile (ASTS), PepsiCo (PEP), Walmart (WMT)

Host: Travis Hoium

Guests: Lou Whiteman, Dan Caplinger

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.

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Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared for acquisition, and the five tools any business owner can implement immediately to start running their company the way private equity actually does.

Host: Rachel Warren

Guest: Codie Sanchez

Producers: Kristi Waterworth, Lauren Budabin

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.

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Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether you need to save more or less than the benchmarks-Latest thinking on safe withdrawal rates in retirement-Retirement calculators to considerHost: Robert Brokamp, CFP®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

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, while still leaving room for surprising challengers. The team also looks at Disney and the growing value of real-world experiences, tests their knowledge of investing history, and shares some painful investing mistakes. Plus, Rick and Lou put AMC Entertainment and C.H. Robinson on the radar.Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:

What Makes a Rule Breaker

AI’s Disruption Story

IRL Value

Disney’s Parks Value

Investing Game

Stocks On Our Radar

Companies discussed: Amazon (AMZN), Tesla (TSLA), Netflix (NFLX), Nvidia (NVDA), Alphabet (GOOGL), Meta Platforms (META), CoreWeave (CRWV), Walt Disney (DIS), TKO Group Holdings (TKO), Comcast (CMCSA), Live Nation Entertainment (LYV), Costco Wholesale (COST), Nintendo (NTDOY), Sony Group (SONY), Toyota Motor (TM), Altria Group (MO), Philip Morris International (PM), Coca-Cola (KO), Corning (GLW), Mattel (MAT), Hasbro (HAS), AT&T (T), Spire (SR), GE Aerospace (GE), 3M (MMM), Home Depot (HD), Boeing (BA), AMC Entertainment Holdings (AMC), C.H. Robinson Worldwide (CHRW), RXO (RXO)

Host: Travis HoiumGuests: Lou Whiteman, Rick MunarrizEngineer: 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.

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For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its competitors from posing a real threat to its business. Lou, Jon, and Tyler break down what makes a good economic moat, what are some of the “false flags” in moat analysis, and examples of companies with both wide and narrow moats.Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss:- What is an economic moat?- The prototypical model: McDonalds- Misconceptions about moat analysis- Strong “no moat businesses”- Companies with good and bad moatsCompanies discussed: MCD, WM, USLM, TBBB, V, MA, ABNB, FICOHost: Tyler CroweGuests: Lou Whiteman, Jon QuastEngineer: 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.

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