Boyd ($BYD) podcast mentions
Well, I'm excited to see— it's could be in the next week or two that we get the S-1 from Anthropic, although that seems like it keeps getting pushback. But then we'll have more to talk about what, what the numbers look like, what the potential moats or competitive advantages look like. But lots to discuss here. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows The Motley Fool's editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To our full advertising disclosure, please check out our show notes. For Lou Whitman, Matt Frankel, and Dan Boyd behind the glass, I'm Travis William. Thanks for listening. We'll see you here tomorrow.
Travis Hoym · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16But we'll see. All these things kind of come and go with time. As always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provide for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to our producer, I'm Dan Boyd and the rest of the Motley Fool team. For Matt, Lou, and myself, thanks for listening, and we'll chat again soon.
Tyler Crowe · Motley Fool Hidden Gems Investing · When the Government Becomes Your Co-investor · 2026-09-15Yeah, but you have to kind of establish a track record with the market and be like, this is what we do. And if you haven't done it before, odds are you're probably going to get in trouble with the market when you do it. That's all the time we have for today! As always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements or sponsored content are provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to producer Dan Boyd and the rest of The Motley Fool team! Tool team. For Travis, Rachel, and myself, thanks for listening, and we'll chat again soon.
Tyler Crowe · Motley Fool Hidden Gems Investing · AI Leaders Want to Slow Down Development For… · 2026-09-14Yeah, yeah, I feel like you picked the one example where it worked out incredibly well while the rest of it is a bunch of Greek dry bulk shipping companies that have done 7 reverse stock, uh, reverse mergers or reverse stock splits in the past like 10 years. So yeah, I feel like for the most part you're treading in pretty dirty water here, uh, when you're going into the reverse stock split territory. I don't think I've seen a lot of my own, uh, examples working out. As always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to our producer, Dan Boyd, and the rest of The Motley Fool team. For Luke, Travis, and myself, thanks for for listening, and we'll chat again soon.
Tyler Crowe · Motley Fool Hidden Gems Investing · GE Aerospace Goes Vertical (Integration) · 2026-09-08As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content All content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to our producer, Dan Boyd, and the rest of The Motley Fool team behind the glass. For Matt, Rachel, and myself, thank you so much for listening to our show today! We will see you again next time!
Jon Quast · Motley Fool Hidden Gems Investing · Bloom Energy’s “Time-to-Power” Moat · 2026-09-07So the market doesn't like this, apparently. Down 7% today after the news. But all software stocks are down today, so I don't know how much to read into that. Yeah, the stock's been on a slide. It is up 35% since July 1st, but it's been cut in half over the last 5 years. So kind of pick your timestamp. This, to me— okay, full disclosure, I bought into this at near its lows on the kind of, I thought the AI is going to eat its lunch was overstated. So I am all for it going up from here and not down. Uh, the CEO transition looks routine, and I think it's good that there is like, just the question has been answered. Uh, someone who has been on the job 20 years decided to retire. I think that's fine. Timing isn't great, but I don't think there's a controversy here. CEO looks kind of new, new person kind of looks like a caretaker, but I think the business works. For me, I'm I'm looking at a business trading at 11 times expected earnings before the fall today and asking, is AI going to eat its lunch? Maybe over time, but I don't think people like Dan Boyd behind the glass and all the people who use Adobe products professionally are in any hurry to say, oh, let's just code something up and do it again. So I think there's more stickiness here than we think. It's not a while higher. I'm glad it's now in the rearview mirror, and I am hopeful that just quarter to quarter we can see the sky isn't falling. And if so, Did I mention 11 times expected earnings?
Lou Whitman · Motley Fool Hidden Gems Investing · Tesla’s Robotaxi Non-Event & GPT-6 Is Here! · 2026-09-04I also got to take a look at Yeti, so thanks for bringing that one up. All right, let's get to the stocks on our radar and bring in Dan Boyd for his thoughts behind the glass. Jon, you're up first.
Travis Hoey · Motley Fool Hidden Gems Investing · Tesla’s Robotaxi Non-Event & GPT-6 Is Here! · 2026-09-04Dan, I didn't have air scrubbers on my bingo card for the show today, but what do you think? I feel like the regulatory environment is probably not great for this company at the moment. But that sort of thing tends to be cyclical. I also like that this is a 60-year-old company who's been listed for 40 years, Travis. Alright, so make it official. What's going on your watchlist? Oh, I'm not going Reddit. Let's go Seco! Alright, congratulations to Lou! For Lou Whitman, Jon Quast, and Dan Boyd behind the glass, I'm Travis Hoeyem. Thanks for listening! We'll see you here tomorrow!
Travis Hoey · Motley Fool Hidden Gems Investing · Tesla’s Robotaxi Non-Event & GPT-6 Is Here! · 2026-09-04Last but not least, Boyd Varty. Boyd Varty is a lion tracker, wildlife activist, TED speaker, and author of The Lion Tracker's Guide to Life.
Speaker D · The Tim Ferriss Show · #881: Tales of Overcoming The Odds, and How to Turn Losses Into Wins — Tim McGraw, Terry Crews, Dax Shepard, and More · 2026-09-04