Hidden Gems Transcripts

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

The airline has wasted resources on two failed growth strategies. Can a new plan turn things around?

The tech battle between China and the U.S. is heating up, and investors are rattled.

There's more to the legendary chipmaker than its tech stack.

There's a lot for investors to talk about.

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

We also talk about a data storage company worth investors' attention.

Abercrombie & Fitch's and Lululemon's strong holiday updates weren't good enough to keep the market happy. But long-term, both brands are on track.

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

"In the end, we're going to make money as investors by finding real things that add real value to the world."

His CES keynote had a lot of interesting stuff.