Party Like it’s 2027

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 24 February 2026

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There’s also a look at how we think the percolating market matters of today will play out a year from now. They unpack: - Unlikely stocks that they are championing right now. - Potential buyout chatter for PayPal. - What comes next for the Warner Bros. Discovery romcom love triangle? Companies discussed: LOB, UPBD, HIMS, PYPL, WBD, NFLX, PSKY Host: Rick Munarriz, Guests: Jason Hall, Travis Hoium 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. 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	Why does the shortest month of the year sometimes feel like the longest?
0:08.7	You don't have to wake me up when February ends because Motleyful money starts now.
0:20.7	I'm Rip Nars, and today I'm joined by fellow analysts Jason Hall and Travis Hoyum.
0:25.4	We're going to take a look at the potential bidding worth PayPal and a new wrinkle in the Warner Brothers Discovery Buyout battle.
0:31.8	But first, we all have a type.
0:34.7	We all have the kind of stock that we gravitate to as an investing style or an
0:38.9	industry. Sometimes we find ourselves falling for an unlikely, if not outright, surprising investment.
0:44.0	Maybe it's a stock that isn't actively followed by most of our fellow fools. It's okay to venture
0:48.9	out of your comfort zone of your radar. This is a safe space, so it's time to fess up.
0:53.6	What are you willing to give up your
0:55.1	fool card for? Jason, let's start with you. So I will admit that over my 15 years as an investor
1:02.6	and as a fool, I've certainly become more Tom than David. And that means that I might not have
1:08.1	to give up my fool card for this one, but the stock that I'm going to
1:13.2	talk about is one that Tom actually sold out of almost all of his services in 2024,
1:19.0	and that's Live Oak Bank shares.
1:21.3	What do you like about Live Oak?
1:23.4	So it's a combination of specialization, but also extremely high-quality origination.
1:30.3	This is a bank, and it's a little bit anachronistic because they count on the people that
1:36.3	give them capital, the depositors, to be a different group than they're lending to.
1:40.3	Their depositors are basically online savers. They pay high yield and their online savings and CDs,
1:45.7	but they lend to small businesses. But it's the combination of specialization and extremely
1:51.1	high-quality origination that I really like. Lenders make mistakes by either going into markets
	...

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