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Motley Fool Hidden Gems Investing

Disney’s Lost Decade and Next Act

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 8 September 2023

⏱️ 39 minutes

🧾️ Download transcript

Summary

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.  Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.  (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

N-Y-C says no to Airbnb, Disney's woes continue, and our investor's seeing attractive

0:10.1

yields in areas other than stocks, multiple money starts now.

0:13.8

Everybody needs money, that's why they call it money.

0:37.3

From fool global headquarters, this is Motley Fool Money.

0:40.6

It's the Motley Fool Money Radio Show.

0:42.2

I'm Dylan Lewis, joining me over the airwaves, Motley Fool Senior Analyst Jason Moser and

0:46.2

Matt Argersinger, gentlemen, great to have you both here.

0:50.6

We've got one business facing De facto ban in America's biggest city, a lost decade

0:54.9

for one of entertainment's best known brands and companies on our radar, but we're kicking

0:59.1

off with the big picture and the big macro this week.

1:02.5

Labor Day has come a gone, summer's over, and Matt, I think a lot of investors are

1:06.4

probably happy to see August in the rear view mirror.

1:09.0

I think so, Dylan, a little bit of a rough month.

1:11.5

It wasn't terrible by any standards, and we've had a great year-to-date in the stock

1:17.0

market.

1:18.0

I think there are some seasonal factors that play here.

1:20.5

August is typically a month where there's lighter trading volumes.

1:24.0

You've got investors, investment bankers, fools that go on vacation, so low volumes sometimes

1:29.5

can cause technical moves in the market that create more volatility.

1:34.5

Then we have September, which we're now in, which is statistically the worst month for

1:38.3

the stock market.

1:39.3

Perhaps maybe investors looked ahead and said, September's coming, take some profits,

...

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