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Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 21 March 2017
⏱️ 30 minutes
🧾️ Download transcript
Summary
Asit Sharma joins the show to help answer questions from our Foolish listeners who want to know more about goodwill and the $300 billion food distribution industry.
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Transcript
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| 0:00.0 | Thanks to Audible for supporting the Motley Fool and Industry Focus. |
| 0:03.0 | Ponzi Supernova, a six-part original series, is available on audible channels. |
| 0:07.7 | Check it out at audible.com. |
| 0:09.6 | Ponzi. Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:17.0 | I'm your host Vincent Chen and it is Tuesday, March 21st. |
| 0:20.0 | We will be turning to our mailbag for this episode and Asit Sharma is joining me via Skype |
| 0:26.2 | to cover some of the questions from our foolish listeners. |
| 0:29.2 | Hey Asit, great to have you back. |
| 0:31.3 | Great to be here, Vince. |
| 0:33.3 | So as I mentioned, we have a few questions here from our listeners and I think we should just |
| 0:40.5 | move on to our first note because we have a lot to cover and this is coming |
| 0:43.7 | from Ben so this is a two-part question and we will try to juggle these one at a time but |
| 0:48.8 | Ben wrote I was wondering if you could give your thoughts on goodwill, especially when it is over 40% of assets |
| 0:55.8 | on a common-sized balance sheet. |
| 0:57.6 | Factset is a very interesting company, but I am of the belief that goodwill is a filler |
| 1:02.2 | on the balance sheet, so whenever I see |
| 1:05.8 | it this massive, I question it. |
| 1:08.2 | So facts that would traditionally fall under the purview of Gabby in the financial segment of industry focus, but I think the topic |
| 1:14.4 | of Goodwill is very important one to cover for the consumer retail industry. |
| 1:18.3 | We can also talk a little bit about facts as a company as well. |
| 1:21.5 | Very interesting business. But let's start it off for |
| 1:24.8 | Goodwill overall, Osse it can you give me a rundown of what Ben is referring |
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