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Motley Fool Hidden Gems Investing

Metaverse, Streaming Ads, and The Biz of Freelancing

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 11 May 2022

⏱️ 28 minutes

🧾️ Download transcript

Summary

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchange fees - Why The Trade Desk is a company in transition (15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services. Stocks discussed: RBLX, TTD, FVRR Host: Chris Hill Guests: Tim Beyers, Asit Sharma, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

If you're a day trader, this probably isn't the show for you.

0:09.0

If you're looking to own businesses, welcome.

0:11.7

Motley Full Money starts now.

0:15.4

I'm Chris Hale joined by Motley Full Senior Analyst Tim Byers.

0:24.4

Thanks for being here.

0:25.4

Thanks for having me.

0:27.1

We've got companies in the realm of the entertainment industry on the docket today.

0:32.0

We're going to start with Roblox.

0:35.1

On the surface, this doesn't look like a great quarter for Roblox, just in terms of what

0:40.6

Wall Street was expecting.

0:42.3

The loss in the first quarter was bigger than expected.

0:46.4

The revenue was lower than expected.

0:48.4

Fewer users.

0:51.4

Before we get into what's happening with the stock, what stood out to you in terms of Roblox

0:56.1

results?

0:58.1

You're really interesting.

1:00.1

Bookings decreased 3% to 631.2 million.

1:06.0

By the way, can we just admit right up front?

1:08.2

That's a lot of money.

1:09.7

Yes.

1:10.7

631.2 million.

1:13.2

This is still arguably Chris, the most successful metaverse company.

...

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