Buy High, Buy Higher
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 2 September 2025
⏱️ 21 minutes
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| 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 |
... |
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