Motley Fool Money: 10.31.2014
Motley Fool Money
The Motley Fool
4.4 • 3K Ratings
🗓️ 31 October 2014
⏱️ 39 minutes
🧾️ Download transcript
Summary
On this week's show, our analysts discuss earnings news from Facebook, GoPro, LinkedIn, MasterCard, and Starbucks. And Lawrence Cunningham talks about his new book, Berkshire Beyond Buffett: The Enduring Value of Values.
Transcript
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| 0:00.0 | Everybody needs money. That's why they call it money. |
| 0:07.0 | From full global headquarters, this is Motley Full Money. |
| 0:19.0 | It's the Motley Full Money Radio Show. I'm Chris Hilton joining me in studio this week |
| 0:23.0 | from Motley Full One, Jason Moser, from Motley Full Pro and Options Jeff Fisher |
| 0:27.0 | from Motley Full Hidden Gems. Chief Investment Officer Andy Cross. Good to see you gentlemen. |
| 0:31.0 | We've got the latest earnings from the restaurant industry, the financial service industry and more. |
| 0:36.0 | We will dip into the full mailbag and as always we'll give you an inside look at the stocks on our radar. |
| 0:40.0 | But we begin this week with the social network. |
| 0:43.0 | Shares of Facebook down 6% on a combination of slower revenue growth and higher costs |
| 0:49.0 | and Jason on the conference call. CEO Mark Zuckerberg talked about the opportunities, |
| 0:54.0 | particularly for WhatsApp, the mobile messaging company that Facebook bought. |
| 0:58.0 | Analyst seemed a little bit more focused on the fact that WhatsApp cost $22 billion and has yet to produce a dime. |
| 1:05.0 | I think we're all focused on that Chris. I mean that is definitely the low-hanging fruit I think where Facebook is concerned. |
| 1:11.0 | But let's look at the quarter. By all metrics it was a very strong quarter. |
| 1:15.0 | Facebook continues to bring in just phenomenal numbers on every count. |
| 1:20.0 | And I think that really the reaction we saw after hours and it was very specific to something that was mentioned in the call. |
| 1:27.0 | Once they started talking about expenses ratcheting up next year, 45% to 50% they're investing more in the business. |
| 1:33.0 | I think that we're seeing the short term versus long term sort of conundrum play out there because the short term thinking is what dump the stock and try to move to greener pastures. |
| 1:46.0 | But Facebook is also an interesting situation because it's running into this sort of big numbers problem. |
| 1:52.0 | Just to put some context around that, a better understanding. |
| 1:55.0 | If you look at their mobile monthly active users or growth, mobile monthly active users is a big metric. |
| 2:00.0 | It's an important metric to judge the health of that business. |
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