2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 8 February 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years. Hosts: Andy Cross Guest: Tom Gardner Producer: Bart Shannon, Mac Greer 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

Transcript

Click on a timestamp to play from that location

0:00.0	Transmedics has built up their organ care system.
0:07.8	They have one of the great CEOs in the US.
0:10.0	It's been a wonderful stock for us.
0:11.1	I think our cost basis on some of our shares are down around 15 to 20,
0:14.4	and the stock is at about 145 today.
0:16.9	But I think it's got another 3x over the next six to seven years
0:20.5	for Trans transmetic shareholders
0:21.6	as it continues to expand.
0:28.6	That was Motley Full co-founder and CEO Tom Gardner talking about Transmedics, one of his
0:34.8	favorite stocks for the next five years. I'm Motley Fool producer Mac Rear.
0:39.8	Now Motley Full Chief Investment Officer Andy Cross recently sat down with Tom for our Stock
0:44.3	Advisor podcast. They talked about the current stock market. Tom shared two of his go-to market
0:49.5	indicators and six of his favorite stock ideas. Andy kicked things off by asking Tom about AI.
0:57.6	How do you think about trying to determine those AI contenders from the AI pretenders when you're
1:04.6	looking at it as an analyst and as an investor in companies you might be studying and thinking
1:10.1	about investing in? Well, one of the things to look at is cultural change be studying and thinking about investing in.
1:11.2	Well, one of the things to look at is cultural change and to just read about the companies.
1:14.9	Again, it depends how many companies you have in your portfolio and whether you think you'd
1:18.0	have pattern recognition on understanding the decisions they're making.
1:20.9	But you basically want dramatic action culturally companies now because the winners are going
1:27.2	to be AI-native companies. Like the winners are going to be AI native companies.
1:28.6	Like the winners were going to be and did become internet native companies.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.