Alphabet’s Next Act in Cybersecurity

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 17 July 2024

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors. (00:22) Jason Moser and Dylan Lewis discuss: - Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024. - Why Alphabet is eying a $23B cybersecurity acquisition. - Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track. (16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability. Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT Host: Dylan Lewis Guests: Jason Moser, Alison Southwick, Brian Feroldi Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Alphabet is eyeing its biggest acquisition ever, but what exactly does the company do?
0:10.0	Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst
0:25.7	Jason Moser. Jason thanks for joining me.
0:28.3	Happy Wednesday, Humpty
0:30.6	Hump Day, right?
0:31.0	Humpty getting overump Day. Yeah.
0:33.0	And our first day back from Foolfest, we are fresh off of our member event.
0:38.0	Maybe fresh, not quite the right word.
0:39.8	My voice is a little bit raspy from a lot of very fun conversations with members over the last couple
0:45.6	days.
0:46.6	Certainly had a blast.
0:48.1	Jason, we were both on stage but also in the audience for a lot of the day and kind of taking in the insights from our
0:54.9	colleagues who were on stage for some of the sessions. Any takeaways, any lessons for you from the
1:00.8	event? Yeah, well I mean there are always a lot of lessons I think you take away I mean
1:05.3	We obviously talk with so many members and learn
1:08.7	You know their backgrounds we learn what they like what they don't like things that we feel like we could do better things they feel like we're doing really well so that's always really fun
1:17.4	But yeah you're right I mean I was attending sessions when I wasn't helping present them in one session that really stood out to me.
1:26.0	Robert Brokeamp, right, our bro, as many people might know him by,
1:30.0	he had a session called Crucial Retirement Planning Principles.
1:34.3	And you know, I mean, Dylan, I'm a stock guy.
1:36.6	I've been a stock guy ever since I've been here.
1:38.2	The full lot's kind of like what I do and it's fun and I love it.
	...

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