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MarketFoolery

Shopify’s Short, Highlights from SC

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 4 October 2017

⏱️ 26 minutes

🧾️ Download transcript

Summary

We’re back from South Carolina! David Kretzmann shares highlights from our investing conference and analyzes Citron Research’s shorting of Shopify.

Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool

Transcript

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0:00.0

Thanks to B-O-P-P-P-O-M-Fell is an online personal styling service for men that helps

0:06.2

find the right clothes for you.

0:08.0

Get $25 off your first purchase at bomb-fel.com slash Fool. That's B-O-M-B-F-E-L-M-E-O-M-B-F-E-L-D-L-G-L-G-O-O-O-O-O-M-B-E-L-T-O-O-T-O-T-O-T-O-T-O-T-O-T-O-T-O-T-O-T October 4th. Welcome to Market Foolery. I'm Chris Hill joining me in a studio, not our usual studio, a different studio. We're shaking it up. We're shaking it up. That's David Kretsman from Supernova and Rule Breakers.

0:34.3

We're shaking it up because we literally just flew in

0:37.7

from South Carolina.

0:38.7

We're down there for the one event

0:40.6

and went from the airport straight to Fool HQ so we could come to the studio and talk

0:47.9

about a couple things in the news and while we were flying Richard Smith, the recently former CEO of Equifax, was hanging

0:57.0

out with his good friends at the U.S. Senate Banking Committee.

1:00.6

I'm pretty sure our day is going better than his yes whatever else is going on

1:04.7

with our day and with your day wherever you're listening it's better than

1:09.5

Richard Smith I loved what did you say at the airport that his defense was going to be?

1:13.2

It reminded me of a line that Homer tells March in season 9 of The Simpsons.

1:18.0

He says, Marj, I swear to you, I never thought you'd find out.

1:20.8

Yeah, that's pretty much it.

1:22.7

That's pretty much it with Ek with X.

1:25.0

We're going to get to Shopify in a second, but I wanted to start with something I saw while we were at

1:32.2

the airport and just sort of we were all on our phones and scrolling

1:36.3

through Twitter and that sort of thing.

1:38.1

And it was a comment that Bob Eager, the CEO of the Walt Disney company made in reference to Bam Tech, which Disney bought a majority

1:50.0

staken, and it was something to the effect of yeah we thought about buying

1:54.6

Twitter. Disney thought about buying Twitter before they bought BAMTAC and my I

...

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