Bill Ackman Says Stocks Are “Stupidly Cheap”

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 30 March 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The bull and bear cases for AI and 3rd party platforms -SpaceX’s record-smashing IPO on tap -Bill Ackman’s comments on Fannie Mae and Freddie Mac -Value stocks our analysts like now Companies discussed: Expedia (EXPE), Maplebear (CART), Uber (UBER), Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corp (FMCC), Howard Hughes Holdings (HHH), Lululemon (LULU), Microsoft (MSFT), Alphabet (GOOG)(GOOGL) Got investing questions for the podcast? Email us at podcasts@fool.com 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

Transcript

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0:00.0	Billionaire investor Bill Ackman says stocks are stupidly cheap. You're listening to Motley Full Money.
0:20.7	Welcome to Motley Full Money with the Hidden Gems team.
0:23.4	I'm John Quast and I'm joined today by Matt Frankel and Rachel Warren.
0:28.1	We're going to get to Ackman's comments in a moment as well as some news regarding the final
0:33.3	frontier.
0:34.6	But first, I wanted to hit this AI news. Is it friend or foe? Basically,
0:40.5	here's the headline. Expedia and Instacart stocks, otherwise known as Maple Bear, were gaining a
0:46.2	little bit in trading today after Jeffrey's analyst John Calantwony said these were actually
0:51.9	AI beneficiaries.
0:58.9	Ordinarily, I wouldn't highlight the opinion of a single Wall Street analyst,
1:04.2	but I was intrigued by these comments because it's very counter-narrative.
1:08.9	Basically, there are these platforms out there called third-party aggregators, and the prevailing narrative is that AI is bad for these
1:12.9	platforms. But this analyst coming out and saying, hey, this is actually a good thing for these
1:18.1	two companies in particular. They're going to be beneficiaries. Rachel, I want to start with you here.
1:23.0	Maybe explain what the demand aggregator business model is and then elaborate on how AI could actually
1:30.0	be a tailwind for these platforms.
1:32.7	Yeah, it's an important discussion.
1:35.1	I mean, it really first to understand why AI might be a tail win for the likes of Expedia and Instacard.
1:40.6	It is important to understand what that demand aggregator model looks like.
1:43.9	And essentially, these businesses win by sitting in the middle of this massive three-sided
1:48.5	seesaw, if you will, right?
1:49.8	They pull in a huge audience of consumers.
	...

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