MarketFoolery 07.31.2014
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 31 July 2014
⏱️ 15 minutes
🧾️ Download transcript
Summary
On today’s show the guys dive into the latest earnings reports from the little-known but increasingly important Invensense, as well as SodaStream. Plus they take a look into the world of social media and how Twitter and Yelp fit into the picture.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | It's Thursday, July 31st. Welcome to Mark of Foolery. I'm Mark Wreath and joining me in studio from Rule |
| 0:07.1 | Breakers Simon Ericsson and also from Rule Breakers Dave Meyer, gentlemen we're just breaking all sorts of rules today. |
| 0:13.0 | You can't get enough of us. |
| 0:14.0 | We're everywhere. |
| 0:15.0 | Oh my gosh, my head is going to explode with all the rule breaking. |
| 0:18.0 | Earning season is rolling on so we've got a lot to chat about, yelp Twitter and soda stream but we begin with |
| 0:25.0 | Invencense and David I wanted to start with Invencense because frankly I know |
| 0:29.0 | nothing about this company tell me about the company and why the heck should I care about it? |
| 0:34.0 | Well, the company makes motion sensors that go into all sorts of things, but mainly smartphones and |
| 0:41.5 | tablets and you should care and others should care because this |
| 0:46.7 | company is taking the world by storm. |
| 0:49.5 | No. |
| 0:50.5 | Yes. |
| 0:51.5 | It's about sales, sales, and more sales. |
| 0:54.0 | Don't laugh, Simon. |
| 0:56.0 | So, the company just reported earnings and beat sales expectations for the quarter. |
| 1:02.0 | Then management followed that up with, |
| 1:04.0 | hey, we're going to have even more sales |
| 1:05.8 | than we thought next quarter. |
| 1:08.1 | And then management followed that up with, |
| 1:10.4 | hey, we're going to have more yearly sales than we thought going forward. |
| 1:18.0 | So what's happening is we're seeing a serious adoption of their products and the tailwind behind them is just massive. |
... |
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.

