NASA Doubles Down on the Moon

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 2 March 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussing some of its favorite investing trends, which includes AI infrastructure spending and the modern space race. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Berkshire Hathaway’s leadership transition -Greg Abel’s first letter to shareholders -OpenAI’s historic funding round -NASA’s updated timeline for its Artemis missions Companies discussed: BRK.A, BRK.B, NVDA, AMZN, LMT, BA, NOC, LUNR, KTOS 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	NASA doubles down on the moon.
0:07.0	You're listening to Motley Full Money with the Hidden Gems team.
0:10.0	Welcome to Motley Full Money with the Hidden Gems team. My name is John Quast, and I'm joined today by
0:25.6	full contributors, Matt Frankel and Rachel Warren. So today we have some important developments with
0:31.7	AI infrastructure and the space race, but we first wanted to touch on a company near and dear to many of us, and that's
0:38.2	Berkshire Hathaway. Now, Berkshire Hathaway is a trillion-dollar conglomerate. It has insurance
0:44.3	operations, a railroad, dairy queen. Don't want to forget that one. But maybe before we go any
0:50.4	further, Matt, I think we need to pause and address the Omaha elephant in the
0:54.8	room. Why are we talking about a trillion-dollar company on the Hidden Gems Show?
1:00.0	Well, first of all, I think Pilot Travel Centers is the one I wouldn't want to forget,
1:04.2	because I can't do a road trip without them. Yeah, it may sound weird that we're talking about
1:08.3	a trillion-dollar company on Hidden Gems, and it's really important to point out that a hidden gem doesn't have to be small or unknown.
1:15.2	It has to be, among other things, misunderstood is one thing we're looking for.
1:20.0	And Berkshire definitely qualifies.
1:23.1	If you look at just the price to earnings of Berkshire, for example, it looks very expensive.
1:27.4	But you've got to realize there's more to Berkshire, for example, it looks very expensive, but you've
1:27.5	got to realize there's more to Berkshire than just its operating businesses, which is like literally
1:31.2	a third of its value. You have the $370 billion in cash that doesn't show up in the earnings
1:36.8	results. You have all the stocks they own, and all those companies' earnings don't show up in Berkshire's
1:41.7	results. So it's a really tricky company to
1:44.3	value, and in a lot of ways, it's really misunderstood just kind of how to analyze the company.
1:52.2	Yeah, there's a lot of moving pieces for sure. And the reason that we're bringing up Berkshire
	...

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