The Overlooked, Obscure, and... Undervalued?
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 31 October 2024
⏱️ 24 minutes
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| 0:00.0 | We've got a misunderstanding and an overreaction. No, we're not gaslighting you. You're listening |
| 0:10.3 | to Motley Full Money. I'm Ricky Mulvey joined today by award-winning podcaster Jim Gillies. |
| 0:18.0 | How you doing? |
| 0:19.0 | I'm not sure I'm award-winning. |
| 0:20.0 | Well, I'm part of a very large collective, I guess. |
| 0:23.6 | We're going to add this to everyone's email signatures. |
| 0:26.4 | Fantastic. |
| 0:27.6 | But I wanted to talk to you today, mainly because I hadn't talked to you in a while. |
| 0:31.1 | And it is Big Tech Earn earnings week. We had Meta, we had Microsoft |
| 0:36.4 | we could talk about. You're making me look at earnings from boot retailers and |
| 0:39.8 | airplane leasing companies. Why sir? Why? |
| 0:43.0 | Because I'm not a I'm not the world's biggest tech guy. I don't know if you've known noticed that. I will say I've got lots of exposure. I've got about 40% of my family's money in in index funds |
| 0:56.2 | and of course the magnificent seven have really been driving the main index so but you know my take on it is look |
| 1:05.9 | I'm going to add precisely nothing to the conversation about Microsoft or Meta or pick pick your large tech company because |
| 1:10.9 | there's so many eyes staring at those types of companies. |
| 1:14.8 | I'm going to, my incremental contribution is going to be negligible at best. |
| 1:20.4 | But where I believe I can add value is in the small the obscure the unloved the misunderstood |
| 1:26.6 | Hence the tickers I threw at you today perhaps perhaps some Halloween theme obscure spooky spooky, misunderstood. |
| 1:33.1 | Let's go to the barn. |
| 1:34.2 | Western retailer called Boot Barn |
| 1:36.5 | with more than 400 stores. |
| 1:38.6 | Announced pretty solid, quarter two earnings. |
... |
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