Giving Thanks For Stocks

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 27 November 2020

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s our Thanksgiving Special! Host Chris Hill and Motley Fool analysts Ron Gross and Jason Moser explain why they’re thankful for Cerence, Nike, and PayPal. We discuss why investors might want to avoid stock market turkeys Blue Apron, Macy’s, and Slack. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie and talk Zillow and EPR Properties. Our analysts explain why they don’t want to talk about Robinhood, stock splits, or “Stay at home” stocks at the Thanksgiving table. Plus, we revisit our conversation with Collaborative Fund’s Morgan Housel, author of the best-selling book, The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Everybody needs money. That's why they call it money.
0:07.0	From full global headquarters, this is Motley Fool Money.
0:18.0	It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week's senior
0:22.0	analyst Jason Moser and Ron Gross. Good to see you as always gentlemen.
0:26.0	Hey, hey, how you doing Chris? It is our post Thanksgiving special.
0:30.0	We're going to give thanks for some stocks. We're going to call out a few turkeys.
0:33.0	We're going to revisit a conversation with our friend Morgan Howsell.
0:36.0	But it's our Thanksgiving special guys. It's an annual tradition and that means one thing and one thing only.
0:41.0	Oh, the sweet stuff.
0:45.0	The one show per year where we spend money on a special offense.
0:51.0	All right, favorite show of the year. Let's start with a serving of humble pie.
0:58.0	Ron, I'm going to start with you. As you look back on 2020, what is a stock or a business story that you got wrong?
1:07.0	Well, I have been very wrong so far about Tesla, but that's almost cliché to say at this point.
1:14.0	So I'm going to go with Zillow.
1:17.0	I have forever said I didn't think Zillow made sense from an investment perspective.
1:22.0	I didn't think top agents would use the platform. I didn't like its advertising model.
1:26.0	I thought the zest of it was wrong and a little silly to be honest with you.
1:30.0	And I definitely didn't like their new foray into buying and flipping homes.
1:34.0	And I thought it was doomed to fail. So Chris, what's happened?
1:38.0	Shares are up 175% over the last three hundred and forty percent over the last five years.
1:45.0	And oh, by the way, company is still not profitable. So not only is my pie humble, it's just a little bit bitter.
1:53.0	It's still not profitable.
	...

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