4.6 • 854 Ratings
🗓️ 3 December 2021
⏱️ 26 minutes
🧾️ Download transcript
High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red.
Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | We're talking energy. And today we're talking tech. Let's dive in. |
0:25.0 | It's Friday, December 3rd. We're talking about how to handle seeing some red in your portfolio. |
0:31.0 | I'm your host, Dylan Lewis and I'm joined by fool.com's best boy of big |
0:35.0 | bursting bubbles Brian for Rowley. Brian how's it going man? Dylan it's going okay as usual I got my |
0:41.7 | yoga session in before we're taping this morning so I feel good |
0:45.1 | feel a little less good when I open up my brokerage account though. Yeah so the blood |
0:49.4 | pressure came down and then went immediately right back up right Brian that's how it's working |
0:53.9 | today unfortunately I'm sure there are a lot of folks feeling the same way I'm |
0:58.0 | feeling the same way I was watching some some after hours news come in related to |
1:02.3 | some earnings. |
1:03.6 | So a company that has been a big winner for me |
1:05.5 | for a long time, DocuSign, get hit hard, |
1:09.2 | down 40% today, and not alone. |
1:12.2 | There are a lot of very high growth companies that people have |
1:15.4 | gotten used to putting up some pretty stellar results during the |
1:18.2 | pandemic and during this big digital push that we've seen. A lot of them have come back down to earth recently, Brian. |
1:24.8 | We're going to talk about that. |
1:25.8 | We're going to talk about the general dynamics of the tech sector and the way that a lot of these |
1:30.1 | indices haven't been hit nearly as hard and really how people should be |
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