A Happy Monday

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 13 November 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations here: www.fool.com/dividends Companies discussed: MDNY, CRM, HUBS, SIG Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's a Monday.
0:05.0	a Monday.com kind of Monday.
0:07.0	Motleyfull Money. I'm DeJulard here with Motley Full analyst David Meyer.
0:25.2	David how you doing today?
0:26.2	I am doing great. How are you?
0:28.6	Good it's a Monday. We've got Monday.com earnings and I tapped you for this today because you study a lot of tech companies.
0:37.0	And as this quarter has been going on,
0:39.0	I've been paying attention to not just the tech companies
0:42.0	that serve the consumer, but the B2B
0:43.8	companies like Monday.com which of course reported today love that they do it on a
0:48.4	Monday but I want to start with this broader overview because I'm thinking
0:51.8	about these B2B tech companies and it seems like last
0:55.2	quarter everything was the sales cycle slower companies aren't buying it's going to be
0:59.6	really tough this quarter feels like it's shifted. A lot of companies came out really, really a bit stronger,
1:05.8	but then there's also this other angle of maybe there's some weakness with smaller businesses.
1:11.2	So putting that all together, what are you seeing right now?
1:14.3	I'm seeing the same thing. Definitely saw a lot more and heard a lot more
1:20.9	complaints, if you will, about the difficulties that small businesses were going
1:25.6	through. We definitely had a few companies that have produced some good
1:32.2	really good numbers. We have service now. that have
1:34.4	service now,
1:35.3	service now at Lassian.
	...

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