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Motley Fool Hidden Gems Investing

Inflation, Pizza Excellence, and an Overlooked IPO

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 12 January 2022

⏱️ 26 minutes

🧾️ Download transcript

Summary

Inflation's record rise (highest in 40 years!) gets a shrug from investors. Chinese ride-hailing company Didi Global gets ready to be listed in Hong Kong. Bill Mann analyzes those stories and discusses the technological excellence of Domino's Pizza's business and the potential for its stock. Later in the show Dylan Lewis and Brian Feroldi take a closer look at Semrush Holdings, a search company that went public in March 2021. Stocks: DIDI, JD, DPZ, CMG, SBUX, SEMR Host: Chris Hill Guests: Bill Mann, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today on Motley Fool Money, we've got an in-depth look at a company that's a pure play

0:09.8

on search.

0:11.2

And no, it's not Google.

0:14.0

That and more coming up right now.

0:18.8

I'm Chris Hill, joined by Motley Fool's Senior Analyst, Bill Mann.

0:25.0

Thanks for being here.

0:26.0

Hey Chris, how you doing man?

0:27.2

You staying warm?

0:28.7

We've also got some news from the ride sharing industry and the restaurant industry.

0:33.7

But we're going to start today with the big macro, the consumer price index rose 7% in

0:39.8

December compared to 12 months prior and all the headlines bill, fastest since June of

0:46.7

1982.

0:47.7

However, I have to point out this was expected.

0:52.3

A lot of people came up with this number.

0:55.1

And when you look at the month over month growth, October 0.9%, November 0.8%, December 0.5,

1:06.6

it seems to be slowing.

1:07.6

I feel like if you're one of the transitory bulls, you've got a decent case to be made

1:12.8

here.

1:13.8

And when you look at what's happening in the market today, the market's kind of shrugging

1:18.3

this off as well.

1:20.3

They should at least.

1:21.7

So my favorite headline so far comes from Bloomberg.

...

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