Surprising Earnings, Conservative Management

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 24 February 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.

(0:21) Emily Flippen and Jason Moser discuss:
- Nvidia's results and place in the AI universe
- Block surprising Wall Street with strong 4th-quarter revenue
- Mercadolibre's enviable free cash flow
- The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair

(19:11) Emily and Jason continue the earnings analysis and discuss:
- Warner Bros. Discovery growing subscribers and cutting costs
- The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack
- Their most recent stock purchases
- Two stocks on their radar: Adobe and ANSYS

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Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS

Host: Chris Hill
Guests: Jason Moser, Emily Flippen
Engineer: Rick Engdahl

Transcript

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0:00.0	Please be advised today's episode contains a brief discussion of hobbits.
0:10.0	Motley Fool Money starts now.
0:20.0	Everybody needs money.
0:22.0	That's why they call it money.
0:24.0	I'm the best thing in life I've ever seen.
0:28.0	But you can get them to the present.
0:30.0	Be the me from fool global headquarters.
0:34.0	This is Motley Fool Money.
0:36.0	It's the Motley Fool Money radio show.
0:38.0	I'm Chris Hill joining me on the show Motley Fool Senior Analysts Emily Flippin and Jason Moser.
0:42.0	Good to see you both.
0:44.0	Hey, hey, morning.
0:46.0	We got the latest headlines from Wall Street.
0:48.0	We will dip into the fool mailbag and as always we got a couple of stocks on our radar.
0:52.0	We got the latest news from the company on a hot streak.
0:56.0	Shares of NVIDIA popped on Thursday after the chip makers.
0:58.0	Fourth quarter results were better than expected.
1:00.0	Year to date Emily shares of NVIDIA are up more than 60%.
1:06.0	Is it is it that good or was this just a stock that maybe got oversold?
1:12.0	Well, a 21% decrease in quarterly revenue and a 55% decrease in earnings for shares.
1:18.0	Enough to warrant that type of reaction Chris.
1:22.0	This isn't a company that is just performing that incredibly.
	...

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