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Motley Fool Hidden Gems Investing

Death, Taxes, Retail Membership Programs

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 8 March 2024

⏱️ 39 minutes

🧾️ Download transcript

Summary

Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom. (19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023. (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan. Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Cyber security keeps flying and legacy retail continues to struggle.

0:09.0

Motley Full Money starts now. Everybody needs money.

0:27.0

money.

0:28.0

That's why they call it money.

0:30.0

The best things in a life are free. but you can give them to the pros and

0:35.8

be the people. From Fool Global Headquarters, this is Motley Fool Money.

0:40.3

It's the Motley Full Radio Show. I'm Dylan Lewis.

0:42.8

Joining me over the airwaves,

0:44.2

Motley Full's senior analysts Ron Gross and Jason Moser.

0:47.8

Gentlemen, great to have you both here.

0:49.8

Hey, hey, doing Dylan.

0:51.5

We've got another strong sign for cybersecurity,

0:54.1

a sneak peek at next week's Oscars,

0:56.3

and of course stocks on our radar.

0:58.7

We're gonna kick off, though,

0:59.5

with a look at the continued great run

1:01.8

for companies in the cyber security space.

1:04.7

Jason, last week on the show,

1:06.3

we talked through Octas earnings and the strength

1:08.6

of cyber security spend, seeing that trend

1:11.3

continue this week with results from Crowd Strike.

1:14.0

Yeah, in the cyber security space, it sure does seem like it's Crowd Strikes world these days and everyone else is just living in it.

...

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