3 Stocks, 3 Different Opinions

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4.7 • 1.7K Ratings

🗓️ 7 September 2021

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

A slow news day means it’s time to break out a round of “Yes, No, Maybe So”. Jason Moser shares why he’s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he’s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies.

Transcript

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0:00.0	It's Tuesday, September 7th.
0:04.3	Welcome to Marketfoolery.
0:05.3	I'm Chris L. With me.
0:08.0	It's not Monday, but it's the start of the week of Marketfoolery.
0:10.5	So it's Jason Moser.
0:11.5	Thanks for being here.
0:12.5	Addy-Haddy, how's everything going?
0:14.2	Going all right.
0:15.2	Hope all the dozens of listeners had a good Labor Day weekend, Shana Tova to all those
0:20.6	celebrating Russia Shana.
0:22.6	We are going to talk allocation strategy, but first we're going to do something we have
0:25.8	not done in a while.
0:27.8	Some time listeners will remember this.
0:30.8	It's a little thing we like to call yes, no, maybe so.
0:34.3	Three stocks.
0:36.1	One is a yes.
0:37.6	One is a no.
0:39.3	And one stock is sitting right there on the fence, and we're going to get through all
0:43.8	three of them.
0:44.8	And let's start with the yes, stock, elastic, ticker symbol, ESTC, this is, if I understand
0:51.8	it correctly, because I know you've mentioned it a couple of times, software is a service,
0:56.0	that's built around search.
	...

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