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Motley Fool Hidden Gems Investing

Alphabet's Discipline, 5G's Potential

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 19 January 2022

⏱️ 28 minutes

🧾️ Download transcript

Summary

Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms. Shares of Sony continue to fall in the wake of Microsoft's move, causing some to question the future of Sony's PlayStation. Tim Beyers analyzes the shifting landscape in entertainment, including Google's move to shut down its original programming division at YouTube. He also discusses whether winning regulatory approval to become a bank holding company makes SoFi Technologies a more attractive investment and Verizon and AT&T changing some of their plans for today's nationwide rollout of 5G. Plus, Ricky Mulvey talks with John Laconte from The Vail Daily about how Vail Mountain Resorts is managing a labor shortage after a difficult holiday season. To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit and we'll email it to you. Stocks: SONY, GOOG, GOOGL, MSFT, ATVI, META, SOFI, SQ, VZ, T, MTN Host: Chris Hill Guests: Tim Beyers, John LaConte Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today on Motley Fool Money, we're hitting the slopes.

0:08.2

Okay, we're not actually going skiing, but we are digging into Vale Mountain Resorts

0:13.0

to see how the business is doing.

0:15.3

That and more coming up right now.

0:23.5

I'm Chris Hill, joined by Motley Fool's Senior Analyst Tim Buyers.

0:26.4

Thanks for being here.

0:27.4

Hey, thanks for having me, man.

0:29.6

We've got the latest on financials and 5G as well, but we're going to start with the

0:34.4

changing landscape in the entertainment industries.

0:37.8

On the yesterday's show, we opened with Microsoft continuing their history of strategic acquisitions,

0:43.9

buying Activision Blizzard, a clear shot at Meta Platforms and in their bid for the Metaverse.

0:51.3

One of the ripple effects involves Sony because shares of Sony have dropped more than 10%

0:59.6

of this move was made by Microsoft.

1:04.2

Let's start with PlayStation.

1:06.7

Is PlayStation that crucial?

1:08.3

I know it's part of Sony's business.

1:10.8

Is it that fundamental to the business?

1:13.7

And is it so threatened by a combined Microsoft and Activision Blizzard?

1:20.0

So I think the answer to this is yes and no, which is a horrible way to answer a question.

1:26.4

But let's take the yes.

1:29.6

This portion is as of right now, the game and network services portion of Sony's business

1:36.7

is about 30%.

...

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