2nd-Half Preview, Summer Reading for Investors

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 2 July 2021

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rising more than 14% the S&P 500 had its 2nd-best start to the year this century! But meme stocks and inflation also became headline stories for investors. Emily Flippen and Jason Moser look back at the 1st half of 2021 and share why Procore’s IPO and opportunities from the pending infrastructure legislation should be getting more attention, and why Forrest Li (Sea Limited) and Dan Springer (Docusign) are early frontrunners for “CEO of the Year”. They also discuss why Peloton and Quidel both need a strong 2nd half, and why they’re keeping their eyes on the cannabis industry and the ongoing semiconductor shortage. Plus, Jason and Emily recommend several books for investors’ summer reading lists. Best-selling author Dan Heath reveals how creating a powerful experience for customers can deliver economic upside for businesses, the key to making better decisions, and other insights from his book, The Power of Moments: Why Certain Experiences Have Extraordinary Impact. Looking to declare financial independence? Get 50% off our Stock Advisor service just by going to http://RadarStocks.fool.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Everybody needs money. That's why they call it money.
0:07.0	From full global headquarters, this is Motley Fool Money.
0:19.0	It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week's senior analyst Emily Flippin and Jason Moser. Good to see you both.
0:25.0	Hey, hey. Chris.
0:27.0	We are halfway through 2021. We're going to review some of the big stories from the first half of the year.
0:32.0	Preview what investors should be keeping their eyes on in the second half of the year.
0:37.0	And we've got some recommendations for your summer reading.
0:40.0	Let's start Big Picture, Jason. For those who own S&P 500 Index funds, the best first step for investors starting out.
0:48.0	It was a great first half of the year. The S&P 500, up 14.5%, the second best performance this century.
0:55.0	That's not a bad headline for the first half of the year.
0:58.0	But what's your business or investing headline for the first half of 2021?
1:03.0	Yeah, I mean, those are all great headlines. We've talked about all of this stuff over the first half of the year.
1:08.0	But the thing that, yeah, the one thing that really stands out to me, and I hate to give this the attention.
1:13.0	But the fact of the matter is it is something that will likely continue.
1:17.0	And investors, particularly new investors need to keep this in mind.
1:21.0	And it's this whole idea of meme stocks or meme stonks as it were, Chris.
1:27.0	Companies like AMC and GameStop.
1:30.0	We've seen clean energy fuels jumping into the mix here recently, but this as well.
1:34.0	That this idea now that the internet and social media has really just flipped so many things on its head and the market has no exception there.
1:46.0	It's not to say that AMC or GameStop or clean energy fuels can't have success in the future.
1:53.0	Maybe they do. I'm not making that call.
1:55.0	What I am saying though, these are objectively fundamentally challenged businesses today.
	...

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