“Blue Horseshoe loves Chipotle.”
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 26 April 2018
⏱️ 28 minutes
🧾️ Download transcript
Summary
Facebook’s 1st-quarter report features record revenue and a growing pile of cash. Chipotle soars more than 20%. O’Reilly Automotive revs higher on profits and raised guidance. Motley Fool Asset Management’s Bill Barker analyzes those stories, plus Royal Caribbean’s latest results. (Tangents include the movie “Wall Street”, dinner with Jim Chanos, and Chris’ less-than-firm grasp of geography.)
Transcript
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| 0:00.0 | It's Thursday, April 26th. |
| 0:03.8 | Welcome to Market Fulry. |
| 0:04.8 | I'm Chris Hill joining me in studio from Motley Fool Asset Management, Bill Barker. |
| 0:08.6 | Happy Thursday. |
| 0:10.1 | Thank you. |
| 0:11.2 | How exciting is it in the Motley Fool Asset Management Office when it is this time of year, and by this time of year I mean |
| 0:18.9 | earnings Palusa. Is it frenzied? Is it hectic? Is there excitement? What's going on amongst you and the other people at Motley full asset management? |
| 0:28.1 | It's not frenzied, you know. I think that of course everything sort of comes out after hours or before hours, so usually there's plenty of time to digest everything, especially the after hours reports. It's more fun there's more sort of real |
| 0:45.8 | information since we invest based on earnings you know the long-term cash flows that a business is capable of providing |
| 0:57.3 | shareholders and the earnings reports give you more information about that than just about |
| 1:01.9 | anything else. |
| 1:03.6 | You know, quarterly earnings should be measured in terms of how much they mean. |
| 1:08.4 | They don't always mean as much as it seems, but they are about earnings, and that's what we're investing for. |
| 1:14.0 | So the frenzied scenes from movies like Wall Street, that's not really necessarily what's going on. |
| 1:20.0 | Well the Wall Streets, they're not frenzied about earnings reports. |
| 1:24.0 | I mean, you go back and watch, it's about rumors, right? |
| 1:27.1 | It's about conjecture, like, look, that thing is moving. |
| 1:30.5 | What's up? |
| 1:31.5 | And then there's a lot of frenetic guessing and and I think that probably I don't know if that is a good representation of the way any office on Wall Street |
| 1:43.4 | back in the day. |
| 1:44.5 | It may or may not be. |
| 1:45.4 | I wasn't there to see it, but it, |
... |
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