An E-Commerce Trifecta

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 3 August 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America. (22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night. Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Is e-commerce still booming?
0:07.0	It depends on which company you ask.
0:09.1	Motley Fool Money starts now.
0:21.1	Welcome to Motley Fool Money.
0:22.4	I'm Deedra Willard here with Motley Fool Analyst Tim Byers.
0:25.4	How are you today Tim?
0:27.8	Awesome.
0:28.8	I'm ready to go to.
0:29.8	I'm excited to dive into e-commerce.
0:31.8	This is maybe like a little moose-boost, a little appetizer for Amazon because we had
0:37.8	earnings from Shopify, Etsy, and Mercado Libre.
0:40.8	All e-commerce, but all in different places.
0:43.8	And I want to talk about e-commerce in general for just a quick sec.
0:47.8	This is the summer of travel.
0:49.8	We've talked about it before and it isn't the summer of spending a lot on consumer goods.
0:55.8	I always see when everything goes one way, it's going to go back the other way.
0:59.8	What are you seeing?
1:01.8	That's probably right.
1:03.8	And I love that you called it the a moose-boosh of earnings season.
1:09.8	I mean, I guess it is the teaser, isn't it?
1:13.8	Overall, we are long past the revenge travel season and the revenge spending season
1:22.8	because we were locked up due to the pandemic.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.