Motley Fool Hidden Gems Investing

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace & defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits.

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Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:

- GE Aerospace acquires Consolidated Precision Prodcuts

- The winners and losers of the deal

- Boston Scientific’s cybersecurity hack fallout

- Will cybersecurity make these industries less appealing to investors?

- Mailbag: when is a reverse stock split good?

Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG

Host: Tyler Crowe

Guests: Travis Hoium, Lou Whiteman

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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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.

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

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
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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
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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