Is Amazon Becoming Facebook?
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 12 February 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
A Bank of America Merrill Lynch Survey finds that professional investors took their highest cash positions in 10 years during the month of January. Ellie Mae gets acquired. And Amazon buys the router company Eero and stirs up privacy concerns. Analysts Andy Cross and Jason Moser dig into those stories, talk Shopify and Under Armour earnings, and go to school on educational technology company Chegg.
Transcript
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| 0:00.0 | It's Tuesday, February 12th. |
| 0:03.5 | Welcome to Market Foolery. |
| 0:04.8 | I'm Matt Greer and joining me in studio, we have Motley Full analyst, Andy Cross, |
| 0:09.2 | and Jason Moser. |
| 0:10.4 | Gentlemen, welcome, how are we feeling? |
| 0:12.4 | Feeling good. |
| 0:13.1 | Thanks, man. |
| 0:14.1 | Hey, Emil. |
| 0:15.1 | Good. Well, we're going to talk some Shopify. |
| 0:16.6 | We're going to talk some Under Armour, and we're going to talk some |
| 0:18.8 | Ellie May. |
| 0:20.6 | No, Andy, it's not the Beverly Hill Billy. |
| 0:23.0 | Ellie may not be an investment idea anymore, huh? |
| 0:26.0 | That's true. |
| 0:27.0 | Going private, but don't give it away, don't give it away. |
| 0:30.0 | But let's begin with the subject of cold hard cash. |
| 0:34.8 | A Bank of America Merrill Lynch survey found that professional investors took their highest |
| 0:40.4 | cash positions in 10 years during the month of January. |
| 0:45.0 | Andy, a lot of cash on the sidelines, what does it mean for investors? |
| 0:50.0 | Well, they don't know anything more than you know, Mack. |
| 0:52.0 | I mean, like... No, wait a minute. They don't know anything more than you know Mac. I mean like... |
| 0:52.8 | No, wait a minute. They don't. Like listen, here's the... |
... |
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