Expectations Investing Part 1

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 September 2023

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies. (18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	How long will we have to wait for business-facing AI to be profitable?
0:09.2	Motley Full Money starts now.
0:21.2	Welcome to Motley Full Money.
0:22.6	I'm Deedra Willard here with Phil Barker.
0:24.6	Today, we're going to look at some recent results through the window with everyone's
0:28.0	kind of favorite subject, AI.
0:30.1	How are you doing today, Bill?
0:31.1	I'm well.
0:32.1	Thanks.
0:33.1	Well, Bill, we've talked a lot about AI on this show.
0:37.7	It's the story of the year.
0:39.2	We've got massive profits, massive stock increases.
0:41.9	I've been kind of doing a tech Tuesday, tech Thursday, but this week it's kind of different
0:47.0	because I can talk a little bit about some unprofitable tech.
0:49.9	We've had three companies report recently that I would say they have a valid claim to
0:53.8	an AI use case.
0:54.8	You've got Asana, C3 AI, and UI paths.
0:57.7	So none of those are exactly household names, right?
1:00.2	They're all in the business of selling AI services to other companies.
1:04.5	But my concern is, and I'm really eager to get your take on this, I've talked with some
1:08.1	analysts about potential for overspend on both sides because you've got buyers out there
1:13.3	companies.
	...

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