$30 Million Worth of Bobbleheads

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 8 March 2023

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away. (0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory (12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022. Companies discussed: CRWD, FNKO Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Can I interest anyone in $30 million worth of bubblehead figures?
0:10.3	Details coming up.
0:11.6	Motley Fool Money starts now.
0:14.8	I'm Chris Hill joining me today, Motley Fool's Senior Analyst, Asad Sharma.
0:25.0	Good to see you.
0:26.3	Chris, good to see you.
0:28.2	Let's start with cybersecurity, shall we?
0:31.1	Sure.
0:32.1	Shares of crowd strike are up a bit today.
0:34.0	After fourth quarter results were better than expected.
0:37.0	And crowd strikes free cash flow appears to be flowing to the $200 million in the quarter.
0:44.4	What did you think?
0:45.4	This is a company that really is making a lot of hate out of its subscription business.
0:51.5	It is deep into the enterprise in the cybersecurity business.
0:56.5	Keep selling more to very large customers.
0:59.5	And more of the components of its Falcon platform.
1:02.8	The Falcon platform is this big, bad platform that's informed by a lot of AI.
1:08.8	And it handles trillions of data points.
1:11.8	The more customers use it, the more big customers use it, the more they want to buy in terms
1:16.2	of modules.
1:17.2	So I want to cite this one statistic from the conference call.
1:21.6	Subscription customers that are buying five or more, six or more or seven or more modules,
	...

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