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Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 9 September 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?" (0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business (19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What kind of shape will the companies you own shares of be in when we get to 2024?
0:10.6	Motley full money starts now.
0:12.9	Everybody needs money. That's why they call it money.
0:37.1	From full global headquarters, this is Motley full money.
0:40.3	It's the Motley full money radio show. I'm Chris Hill, joining me in studio, senior
0:43.8	analyst Emily Flippin and Jason Moser. Could you see you both?
0:46.7	That is.
0:47.7	We got the latest headlines from Wall Street. We'll answer your questions by dipping
0:51.1	into the full mail bag. And as always, we've got a couple of stocks on our radar.
0:55.5	But we begin with one company's earnings report as a way to look at stocks in general.
1:00.5	The company in question is docuSign, the electronic signature company. At the open on Friday,
1:07.1	there's pop nearly 20% after second quarter results came in higher than expected.
1:12.2	DocuSign's management also maintained their guidance for the rest of the fiscal year
1:16.7	to stop drop down from that early enthusiasm, Jason.
1:20.8	So before we widen our gaze to look at stocks in general, what did you think about DocuSign's
1:25.7	results?
1:26.7	Chris, I mean, if I had put a bet on this the day before, I would have bet we probably
1:30.6	would have seen the stock in the red because management had guided down in this report.
1:35.1	So pleasantly surprised, at least from that perspective, but it does feel like it was
1:38.4	a mixed bag for the most part. I mean, this is a business in a state of flux. And there's
1:42.1	a lot of uncertainty right now as to what the future holds. It's encouraging that they
1:46.4	maintain full year guidance with revenue and billings. Given the state of enterprise
	...

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