meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Buy High, Buy Higher

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 2 September 2025

⏱️ 21 minutes

🧾️ Download transcript

Summary

It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There’s also a short-form look at three long-term opportunities with an improv game that has a stock market bent. They unpack: - A stock that soared 44% last week, but can keep moving higher in the long run. - A cybersecurity leader that has bounced back after a whopper of a blunder last summer. - The bullish case for three stocks, one point at a time. Companies discussed: MDB, CRWD, S, MELI, DUOL, WRBY Host: Rick Munarriz, Tim Beyers, Jason Hall Producer: Anand Chokkavelu 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. 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

Ohio is high in the middle, but some states of investing can be high in both ends.

0:10.5

I promise this will make sense soon because Motley Fool Money starts now.

0:20.6

I'm Rick Minars, and today I'm joined by fellow analyst Jason Hall and Rule Breakers lead analyst, Tim Byers.

0:26.6

We're going to take a tug on a security stock blanket.

0:29.6

We're also going to play an improv game with three stocks we think are worth a closer look.

0:33.6

But first, do the naysayers have a Rongo decree when it comes to MongoDB?

0:38.9

MongoDB was one of the last week's biggest gainers.

0:41.6

Shares of the document database platform operator soared 44% last week after posting well-received

0:47.0

financial results.

0:48.3

As investors, sometimes it's instinctive to sell into strength.

0:52.0

If you were on the sidelines, it's easy to move on to a different

0:54.2

playing field. Tim, you don't think it's too late to get in on the MongoDB story. What's your

0:59.0

take on its latest results and what it means for Motleyful money listeners? Yeah, I got three words

1:03.7

for you, Rick. Growth is accelerating. Revenue from the cloud-based Atlas database grew 29% in the second quarter. That is

1:14.2

impressive. For those who don't know what Atlas is, essentially think of the database that you

1:18.7

could install in your own company, but you access it via the cloud. That's Atlas. You can have it

1:24.4

in any of your cloud hosting environments, and it is growing increasingly popular.

1:29.6

In fact, the company added 2,800 net new customers during the quarter, and that set a new record.

1:36.0

One quarter after Mongo broke a six-year record with 2,600 net new ads.

1:41.8

So the big Mo is with Mongo. My apologies, I just see Rick and I start,

1:48.5

you know, I just start riffing. I can't help myself. But if there is a story to key in on here,

1:54.8

it's that the unit economics are getting better. Revenue growing 24% while operating expenses only grew 15% is a pretty good

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.