Exciting (But Crowded) Opportunities
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 10 March 2026
⏱️ 23 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Is it just us or is it getting a little crowded in here? This is Motley Full Money. |
| 0:09.2 | Welcome to Motley Full Money with the Hidden Gems team. |
| 0:23.5 | I'm Tyler Crowe and today I'm joined by longtime Fool contributors, Matt Frankel and Lou Whiteman. |
| 0:30.0 | Earnings are still trickling in at a much slower pace where they're still on their way, |
| 0:34.9 | but not a whole lot going on this week in that regard. And much of the headlines |
| 0:38.7 | out there today are about the conflict in the Middle East. But the Monday crew touched on that |
| 0:43.1 | on yesterday's show. So we're going to do a little bit of a theme today that we're calling, |
| 0:47.6 | hey, this space got pretty crowded awfully fast. And the theme is basically industries that used to be devoid |
| 0:56.3 | of competition that are now all of a sudden a hotbed of startups and IPOs and investing |
| 1:01.5 | opportunities that clearly a lot of investors are interested in today. Now, this isn't a new |
| 1:07.1 | phenomenon. We often go through periods where a new technology captures the hearts and minds |
| 1:11.6 | of the market, and we see a rush of new companies into that space. One that comes to mind for |
| 1:16.9 | me as an investor and somebody who's been writing about the markets for a while was there was this |
| 1:21.1 | period in the early 2010s where we thought natural gas was going to displace diesel engines |
| 1:26.5 | in semi-trucks and trailers for transportation |
| 1:29.2 | of goods because diesel was so expensive, natural gas was so cheap because of the shale |
| 1:33.4 | revolution, and that just kind of sputtered out over time. Guys, are there any other phenomenon |
| 1:38.7 | like that that come to mind for you guys? 3D printing just a couple of years ago, maybe quantum |
| 1:43.6 | computing now. The Bitcoin miners, yeah, I mean, that's a weird one, but yeah, lots of times this happens. I'm going to go in a little bit of a different direction. I'll say ETFs. There are more ETFs now than there are individual stocks in the market, especially when it comes to these leveraged ETFs, these single stock ETFs that you can, |
| 2:06.7 | you know, get two at two times exposure to them. That's really blown up and it's something that, |
| 2:11.0 | you know, how do you choose ETFs at this point? There's a lot to unpack there. Yeah, it's much like more mutual funds than the 1990s than there were individual stocks as well. |
| 2:15.9 | One place in particular, and this is kind of where |
... |
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.

