Financials: Pitch Perfect
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 16 October 2017
⏱️ 27 minutes
🧾️ Download transcript
Summary
We kick off "Pitch Week" with a look at payment companies Mastercard and Square, and wrap the show with a breakdown of why Warren Buffett's Berkshire Hathaway has been such a good business to own.
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:07.0 | It's Monday, October 16th, and we're kicking off our pitches stock theme week across Industry Focus. So today it's one sector and three stocks. |
| 0:15.2 | I'm your host Michael Douglas and I'm joined in the studio for this very special episode by |
| 0:19.7 | my colleague and good friend Dylan Lewis. How's it going Michael? It's great happy Monday |
| 0:24.4 | Happy Monday you know catching you do that intro I realize that we all have a |
| 0:28.0 | slightly different cadence with how we say the intro and I was like I was waiting for it to hit kind of the |
| 0:34.0 | tones that mine do and it's just different we you know I listen to your show and I |
| 0:38.3 | noticed that but I think I caught even more being in the studio with you. |
| 0:40.9 | Well you know it's all in the company name right the |
| 0:43.8 | molly fool. It's that kind of deep analysis that people tune in for. |
| 0:48.3 | Absolutely that's that's what we're known for here but we will talk stocks. |
| 0:51.9 | Absolutely so so first off though a little background on this pitch of stock theme |
| 0:56.1 | week. fool.com is around a hundred freelance and contract writers and |
| 0:59.5 | editors around the world and I mean legitimately around the world. |
| 1:03.6 | And each year we invite them to full headquarters for our annual writers conference. |
| 1:07.7 | This year we figured we'd take advantage of the fact that they were here and have three riders |
| 1:11.6 | per sector each pitch us a stock. |
| 1:14.6 | We'll be hearing about Mastercard, ticker symbol MA from Matt Cochran, Square ticker symbol SQ from Matt Frankel, and Berkshire symbol B-R-K-B, well, there's also a B-R-K-A, but those shares |
| 1:28.4 | cost legitimately a quarter of a million dollars a piece, so I'm going to bet that most people are |
| 1:32.2 | interested in the B shares from |
| 1:34.2 | Dan Kapplinger. After each pitch Dylan and I will share our thoughts for a few minutes before going on |
| 1:37.9 | to the next one. Now here's the thing. We don't have enough time in this episode to really dig into the nitty gritty with each |
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