Big Tech, Big Payments, Big Burrito

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 28 April 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting. (31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare. Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey 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	We've got earnings from Big Tech and an insider's look at cybersecurity.
0:08.9	Motley full money starts now.
0:10.6	Everybody needs money. That's why they call it money.
0:37.1	We have a lot of money.
0:40.5	It's the Motley full money radio show.
0:41.9	I'm Dylan Lewis sitting in for Chris Hill joining me in studio.
0:45.0	Motley full senior analyst Jason Moser and Matt Argusinger.
0:47.5	Great to have you all here.
0:48.9	Hey, Dylan.
0:49.9	We have earnings from Big Tech, Big Payments and Big Burrito.
0:52.9	Thoughts on the state of cybersecurity from Zscalers, Jay Chaudry and of course stocks
0:57.4	on our radar.
0:58.9	Before we dig into the latest earnings results, I want to ask you both broadly, we're about
1:02.2	halfway through earnings season.
1:03.5	We've seen big company reports Matt, how are you feeling about what we're seeing so far?
1:07.1	You said the word Dylan big and I think that works for this earnings season.
1:11.2	It seems like the bigger you are, whether it's social media, technology, banking, the big
1:19.5	one, the big companies are winning this earnings season.
1:21.8	They've got the right balance sheets.
1:23.4	They've got the customer retention and you're seeing a lot of smaller companies who either
1:28.1	are having liquidity issues or other customer spending slow down problems.
1:33.7	That's where the damage is being laid.
	...

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.