meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Is Lemonade A Lemon?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 4 April 2024

⏱️ 29 minutes

🧾️ Download transcript

Summary

Investors soured on the insurance company. But, what happens if the business can become cash flow positive? (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popular. - If slowing EV production makes long-term sense. - The power demands of artificial intelligence. (16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet. Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG Host: Deidre Woollard Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Is an EV market slowdown a trend or a blip?

0:05.0

Motley Full Money, I'm Deidro Willard here with Motley Fool analyst Gasser El Shimayasser. How's your Thursday going?

0:27.0

It's going well so far, thank you.

0:29.0

Ricky and Jim talked Tesla deliveries earlier this week, but now we've got numbers from

0:33.8

yeah just about everybody else or at least a lot of the big ones so we have this

0:38.1

complicated picture of what's happening in terms of auto sales, where the companies are going.

0:45.0

It is really interesting and I want to dive into it. I want to start with Ford for a little bit.

0:50.0

I mean sales were up but they had this rise, 77% rise in the sale of the Ford Maverick

0:57.0

hybrid. Overall, EV sales pretty strong, but there's also discounting happening and there's something else

1:03.0

happening that you brought up which is a migration perhaps away from some of the big

1:08.2

heavy trucks that have sort of really been driving the market I'm wondering what's happening there I mean because as as the

1:15.2

country the US we love us some trucks. That's absolutely true I mean just a few

1:21.7

years ago I remember you know when when we talked about

1:24.6

Ford we always talked about sort of its leadership position in the pickup truck

1:29.8

segment especially with the F-150 being the best-selling pickup truck in America.

1:34.7

Now we are talking about Ford Maverick Hybrid, you know, when discussing Ford, and that's quite a shift.

1:41.1

But you know, just to kind of put a bow on this,

1:44.7

like, I don't know if you've been on the market

1:48.5

for a car lately, either new or used,

1:52.1

but cars are becoming increasingly unaffordable. Oh yeah. They can

1:56.4

set you back a fifth more than they did about five years ago and that that trend

2:02.3

has not you know shown any signs of reversing I mean the

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.