Tech: There’s No Business Like SNOW Business
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 28 August 2020
⏱️ 37 minutes
🧾️ Download transcript
Summary
While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public.
Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT
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Transcript
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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 Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.1 | Wild-C-Wercur! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | It's Friday August 28th and we're talking about a recent tech S1 filing. I'm your host, |
| 0:33.0 | Don Lewis, and I'm joined by Fool.com's |
| 0:35.0 | salty, sultan of so-so stock searching, |
| 0:38.0 | Brian Feraldi. |
| 0:40.0 | Brian, did you pick the S there |
| 0:41.0 | because we're talking snowflake? |
| 0:42.6 | That was completely unfair that you slowed down in the middle of that Dylan. |
| 0:45.9 | I want you to go full speed so I can trip you up on these times. |
| 0:50.2 | You will get me at some point. |
| 0:51.5 | Let me know when your birthday is, |
| 0:52.5 | and that'll be the week that I intentionally kind of |
| 0:55.1 | put my finger on the scale and maybe trip up on purpose. |
| 0:59.4 | I always love the alliteration. |
| 1:00.5 | It's always a fun way to kick off the show. |
| 1:02.2 | Brian, today we were talking about Snowflake, |
| 1:05.0 | and for anyone that has been watching, |
| 1:06.6 | the tech private markets and those lists that come out every year |
| 1:10.3 | of most anticipated IPOs. You see it almost every year. |
... |
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