Activist Investors are Acting Up

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 12 January 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Grab your popcorn.
0:05.0	popcorn, we've got three different pandemic darlings in the throes of corporate drama.
0:10.0	Motley Full, starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the
0:35.0	brothers and be the people.
0:37.0	From Fool Global Headquarters, this is Motley Fool Money.
0:40.0	It's the Motley Full Money radio show.
0:42.0	I'm Dylan Lewis joining me in the studio, Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.8	Joining me in the studio, Motley Flippin and Ron Gross.
0:47.2	Great to have you both here.
0:48.4	How you doing, D'A.
0:49.9	We've got the latest updates from the big banks,
0:52.4	a look at the forces affecting
0:54.2	what younger Americans are doing with their money,
0:56.1	and of course, we've got stocks on our radar.
0:58.6	But Ron, we're gonna kick things off
1:00.4	looking at the big picture and the big macro, fresh batch of inflation data out.
1:05.8	What do we got?
1:06.8	I always love a fresh batch of data.
1:09.0	You can smell it right out of the oven.
	...

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