Microsoft’s Reminder: Don’t Sleep on Giants

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 26 January 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company. - Alibaba’s co-founders buying up $200M shares, and the state of investing in China. - Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. (19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience. (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	There's a new king at top the market and a valuable lesson for investors.
0:08.4	Motley Full Money starts now. So, Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free, but you can give them to the
0:35.0	brothers and be the people.
0:37.0	From Fool Global Headquarters, this is Motley Fool Money.
0:40.0	It's the Motley Full Money radio show.
0:42.0	I'm Dylan Lewis.
0:42.6	Joining me in the studio, Motley Full, senior analysts Bill Mann and Andy Cross.
0:46.8	Gentlemen, great to have you both here.
0:48.4	Hey, Dylan.
0:49.1	Yes, nice to be seen.
0:52.2	To see and be heard as well, Bill. We're going to have you heard as well.
0:55.0	We've got a look at the necessity-based approach to retail centers and shopping centers.
0:59.8	We've got earnings from Tesla and Netflix and we've got some legacy names that might be worth a closer
1:05.5	look for investors.
1:07.3	We're going to start with the new largest name on the market, kind of Andy.
1:12.4	This is a company that we have had seen at the
1:15.0	mountain top before it is there again this week Microsoft opened as the most
1:18.9	valuable company in the world passing Apple as they sometimes do jaquin for the Crown and most valuable
1:23.6	company in the world. What do you make of Microsoft now a little over three
	...

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