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Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 9 October 2023

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of the rise of mobile shopping. Whether or not retailers can trust the supply chain. (13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor. Access your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's only October, but let the holiday shopping begin.
0:08.5	Motley Full Money starts now.
0:13.9	Welcome to Motley Full Money.
0:15.4	I'm Deja Woolard here with Asad Sharma.
0:17.2	Asad, how are you today?
0:18.5	Deja, I'm doing well thanks enjoying some crisp fall weather where I live.
0:22.8	How are you?
0:23.8	Good.
0:24.8	Yeah, the weather has suddenly gotten crisp.
0:26.1	It's not Halloween even yet, but the holiday season sort of kicks off this week with
0:29.9	Amazon Prime Days.
0:31.4	Adobe puts out an annual holiday e-commerce forecast.
0:34.1	They're calling for 4.8% growth this season.
0:37.5	On our show on Friday, Dylan, Ron, and Bill, they talked about consumer spending concerns,
0:41.9	and the Adobe report talked about the use of buy now pay later services.
0:45.7	Should we be worried about consumers getting overextended?
0:48.3	Maybe a little bit, Deja.
0:49.9	I'm not very worried, very concerned about this, but there are some things to fret about.
0:56.4	I mean, total credit card debt in the US now exceeds a trillion bucks.
1:02.0	On the other hand, consumer debt slowed a bit in the last month we have reporting for,
1:05.8	which is August at trunk by 15.6 billion.
1:09.3	That's a function of those higher interest rates finally kicking in.
	...

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