Golden Globes & the Switzerland of Video Streaming
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 7 January 2019
⏱️ 16 minutes
🧾️ Download transcript
Summary
Roku rises more than 20% on strong pre-earnings data. Seth Jayson shares why he compares Roku to Switzerland and analyzes the video streaming landscape for investors. Plus, we share takeaways from last night’s Golden Globe awards and Seth talks about the importance of having a “temperament edge.”
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Transcript
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| 0:00.0 | Thanks to LinkedIn for supporting this episode of market foolery. |
| 0:02.8 | Find the right people for your business this year at LinkedIn.com slash fool |
| 0:07.6 | and get $50 off your first job post. |
| 0:10.0 | That's LinkedIn.com slash fool. |
| 0:12.3 | Terms and Conditions apply. |
| 0:14.0 | It's Monday, January 7th. |
| 0:17.0 | Welcome to Market Foolery. |
| 0:19.0 | I'm Chris Hill joining me in studio today. |
| 0:21.0 | Seth Jason in the house. Terms Jason, in the house. |
| 0:23.0 | Terms and conditions apply to that too. |
| 0:25.0 | I think that's fair to say with any analyst who shows up, but it's definitely with you. |
| 0:30.0 | Yeah. |
| 0:32.0 | We're going to get to the Golden Globes because there are some you know there is |
| 0:36.0 | some relevant investing stuff coming out of that. Oh red carpet! |
| 0:40.3 | I'm psyched. Should we have a red carpet here for this show? No, we absolutely should not. |
| 0:45.0 | Quick thing because last Thursday on the show I mentioned in the wake of the Bristol-Myersire squib deal with cell gene just a cozy 74 billion dollars |
| 0:58.9 | I was like is it 35 sticks in my head? Oh, only 74. |
| 1:03.0 | Only 74 billion. |
| 1:04.7 | But I was talking to Shannon Jones who hosts the health care episode of Industry Focus on Wednesdays. |
| 1:10.9 | And I can't remember if I mentioned this on the show last Thursday or not, but I remember in the conversation with her, one of the things she said was, you know, more deals are coming and in particular with oncology. cut to this morning we're Eli Lilly |
| 1:25.2 | 68% premium or something for for a Loxo oncology, an $8 billion deal. |
| 1:33.5 | So yes, if you're a shareholder of Loxo oncology, |
... |
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