Solar Power vs. Solar Technology

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🗓️ 16 January 2017

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

After a few months working in Germany analyst Matt Argersinger is back! We discuss how being in Germany affects the way he views the world of investing, why he thinks of solar as a technology (not a power), and why he’s keeping a close eye on Activision Blizzard (among others) this earnings season.

Transcript

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0:00.0	This episode of Market Fuller is brought to you by Green Chef.
0:02.3	Start the New Year Right by eating healthy and saving money.
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0:09.7	easy recipes right to your doorstep.
0:11.8	Go to Green Chef.com slash fool and get $50 off today.
0:15.0	It's Monday, January 16th.
0:19.0	Welcome to Market Foolery.
0:20.0	I'm Chris Hell.
0:21.0	The market is closed today, but we had to publish an episode because joining me in the studio for the first time and a long time for a million dollar portfolio, Matt Arga Singer.
0:30.0	Welcome back. Hey, good to be here. Good to see you, my friend.
0:33.0	Yeah, good to see you.
0:35.0	I want to get your thoughts on earning season because earning season kicked off last week, but it really
0:41.8	starts to heat up this week. But let's start with where you've
0:47.0	been. You've been over in Germany for much of the past few months and working with the full DE team.
0:57.0	That's right.
0:58.0	And I'm curious to what extent of any it changed the way you think about investing or individual industries or investing internationally versus the U.S.
1:10.0	How did I got the sense that you had a really good time?
1:13.5	I had a great time.
1:14.6	I mean, it was great to work with Matt Koppen-Hepinhifer, Baron Schmidt, our Germany team
1:19.5	over there.
1:19.9	We actually launched Stock Advisor Germany.
1:22.2	Yes. Which just made its debut about a month ago.
	...

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