It’s Always About the Forecast

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 May 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending.. (00:21) Ron Gross and Andy Cross discuss: - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter. - Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown. - How drinkmaker Celsius continues to find the energy for growth. (19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads. (27:27) Ron and Andy break down two stocks on their radar: Toast and Trex. Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST Host: Dylan Lewis Guests: Andy Cross, Ron Gross, David Gardner, Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Disney's woes continue and shopifying roadblocks paint a hazy picture for 2024.
0:10.5	This week's Motley Full Money Radio Show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.6	Joining the Over the Airwaves, Motley Fool's senior analysts,
0:45.2	Andy Cross and Ron Gross.
0:47.2	Fool's, great to have you both here.
0:48.9	Hey Dylan. How you doing, Dylan?
0:51.0	This week we've got advice for college grads, stocks on our radar, and some tough reactions to company earnings.
0:57.0	And we're going to kick off there, Ron, The House of Mouse shrinking a little bit this week.
1:02.0	Shares of Disney down 9% following earnings, and to me, really, the sign of the times for the company was,
1:08.0	this is the fourth quarter in a row. Disney has posted results below expectations.
1:13.2	Don't be a hater, Dylan.
1:14.5	This is Disney we're talking about.
1:16.4	You know, it had been having a nice rebound this year.
1:19.4	It survived Nelson Peltz's proxy fight,
1:21.7	things, we're looking up, but this, as you say,
1:25.2	was a rough week for the stock.
1:27.0	There was a lot of good in the earnings report,
	...

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