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Industry Focus

Tech: Framework for Breaking Down a Stock (feat. Facebook)

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 20 January 2017

⏱️ 30 minutes

🧾️ Download transcript

Summary

Michael Douglass returns to talk about his framework for analyzing companies and we run Facebook through his wringer. Is it a buy?

Transcript

Click on a timestamp to play from that location

0:00.0

Support for industry focus comes from Rocket Mortgage by Quicken Loans.

0:03.4

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0:08.3

Use Rocket Mortgage for a transparent, trustworthy home loan process that's completely online at quicken loans.com

0:14.8

slash fool. Welcome to Industry Focus, the podcast that dives into a different

0:20.9

sector of the stock market every day. It's Friday January 20th

0:24.6

and we're following up on our resolutions tech show with a framework for analyzing a

0:28.5

stock. I'm your host Dylan Lewis and I'm joined in the studio by the head of Fool.com's financials and health care coverage, Michael Douglas.

0:36.0

Oh, hello. Michael, people enjoyed your appearance on last week's tech show so much that you got an encore.

0:44.0

People being primarily you, which I appreciate.

0:47.0

And one listener who reached out.

0:50.0

This is the power of emailing us, right?

0:52.0

If you reach out, we will, you know, absolutely devote a whole episode just to talking about whatever's on your mind.

0:58.0

Well, generally. We are desperate and beholden to our dozens of listeners.

1:03.6

So we got an email from, I hope I'm saying this right,

1:06.8

John Bin.

1:08.5

And he loved the idea of having a more formal approach

1:12.2

to analyzing a stock and wanted to know exactly

1:15.4

how Michael did it and this is something that we talked about on last week's

1:18.2

resolution show and so I thought it made sense to bring you on.

1:22.8

Have you explain what that framework looks like

1:24.9

and have us apply it to a pretty well known

1:27.1

tech company, Facebook.

...

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