Live from Denver: The State of Tech Investing

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 16 December 2023

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

The money ain’t flowing like it used to. What’s a tech investor to do? Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene, How money can ruin companies, And Tesla’s AI ambitions. Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The cost of capital is elevated, it's going to stay elevated. So companies that are
0:06.4	respectful of that. So like sale, I just gave you Salesforce as an example of a
0:11.5	company that is respectful of that, which is a weird thing to say because they used to be the ultimate disrespecter of that.
0:19.0	But now that they are getting respectful of that, they're in a much better position and those are the companies that I think will
0:25.7	continue to be.
0:27.0	I'm Mary Long and that's Tim Byers, a lead advisor here at the Fool.
0:33.4	I caught up with Tim and fellow Fools, Tim White, and Alicia Alfieri in Denver
0:37.5	earlier this month for a live member event.
0:39.7	At that event, we hosted a roundtable conversation
0:42.2	about the state of tech investing.
0:43.7	Today we're sharing with you some snippets from that discussion.
0:46.7	Hope you enjoy fools.
0:49.7	We pose this question about whether tech investing is dead and then last month all
0:55.5	three major stock indexes were up and the NASDAQ kind of led that charge they
1:00.5	were up 10.7 it was up 10.7% so Tim White maybe we start with you why are we even asking this
1:06.7	question of whether tech investing is dead at all sure so in the last couple of years a lot of the
1:11.0	recommendations that we had at the fool and certainly a lot of the
1:14.3	biggest stocks were tech companies and that was because there was this explosion of
1:18.9	tech companies trying to be disruptors right I'm doing air quotes for those on the podcast. And what
1:25.0	those disruptors were trying to do is completely change a market with
1:28.0	technology and that led to an enormous amount of money flooding into
1:31.9	tech companies
	...

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