FoolFest 2019 Day 2 - Investing Boogaloo
Motley Fool Answers
The Motley Fool
4.4 • 823 Ratings
🗓️ 13 August 2019
⏱️ 42 minutes
🧾️ Download transcript
Summary
Let’s head back for Day 2 of FoolFest where we’re going to sit in on a session of Foolish Analysts sharing their top stock recommendations.
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Transcript
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| 0:00.0 | Thanks to LinkedIn for supporting Motleyful Answers. LinkedIn Jobs uses knowledge of both hard and soft skills to match you with the people who fit your role the best. Post a job today at LinkedIn.com slash Fool and get $50 off your first job post. |
| 0:16.6 | This is Motley Full Answers. I'm Allison Southwick. In today's episode, we're heading back for a couple highlights from day two of Fool Fest. |
| 0:23.6 | And we're going to talk even more stocks. All that and an entertaining eBay story from Tom Gardner on this week's episode of Motley Fool Answers. |
| 0:32.1 | Last week, we took you to Fool Fest and snuck you into a presentation about making sense of the market. Well, let's head back to |
| 0:37.5 | Fool Fest for day, too. And we're kicking it off with a presentation called Top Stocks. |
| 0:43.0 | Chris Hill hosted Motleyful analyst Andy Cross, Emily Flippin, Jason Moser, and Seth Jason. |
| 0:49.4 | This is a chart that represents the biggest holdings of everyone in the room. |
| 0:55.0 | Collectively, Apple, Amazon, Starbucks, Walt Disney, Facebook, Netflix, Activision Blizzard, |
| 1:02.0 | Berkshire Hathaway, Macado Libre, and MasterCard. |
| 1:05.0 | These are the most widely held stocks in the room. |
| 1:08.0 | And Andy Cross, since you tried to get away from me, and also because you're the |
| 1:11.4 | chief investment officer, I'll start with you. Does anything on this list surprise you? Is there |
| 1:17.5 | anything surprising about how one of these is in the top 10, and maybe you thought it wouldn't |
| 1:22.3 | have been, or vice versa? No, I thought maybe Shopify would get in there, a sock that we've |
| 1:27.4 | recommended a lot of |
| 1:29.1 | times, and it's done so well for us. But these are all large cap stocks. I mean, the smallest one is |
| 1:34.8 | Mercado Libre at 30 billion or so, I think. So not too surprising. These are all businesses |
| 1:42.0 | we've invested in held for many, many, many years. |
| 1:44.5 | So it's not too surprising. More surprising is maybe just the fact that the likes of |
| 1:50.1 | the Shopify is not necessarily in there, which we've talked a lot about. But it's a, I mean, |
| 1:55.2 | it's a stellar list. I mean, that's like an all-star list of stocks that y'all are carrying |
| 1:59.6 | in your portfolio. So |
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