4.6 • 854 Ratings
🗓️ 5 March 2021
⏱️ 32 minutes
🧾️ Download transcript
Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare.
Stocks: MELI, ZM, NET
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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 | And we're talking energy. And today we're talking tech. Let's dive in. |
0:27.6 | It's Friday, March 5th, and we're talking about the dip in tech stocks. |
0:30.7 | I'm your host to Lewis. I'm joined by Foolcom's daft day-to-day |
0:34.3 | delinquent of drawdown deep dives Brian Feroldi. Brian how you doing? I'm doing |
0:39.2 | great Dylan how are you? I'm doing okay. How's your portfolio doing? I think that's probably the better question to kick off this show with. |
0:46.0 | Well, it really depends on what time frame you're talking about. Over the last 10 days, not so good. |
0:51.1 | Over the last 10 years, pretty good. So I prefer to focus on not the former |
0:53.0 | good so I prefer to focus on the latter not the former. |
0:56.2 | I think I think that's a great way to put it Brian. |
0:58.8 | Yeah I think it is it is shocking to log in and I don't know about our listeners and our members but you know I am |
1:04.5 | someone who checks my brokerage account every day I don't act in it every day I'd say in any |
1:08.7 | given year I may be doing something in my brokerage account in terms of transactions |
1:12.0 | ten to 15 times, right? |
1:15.1 | You know, 10 to 15 days. But you know, I check every day and to see, you know, a five or |
1:20.7 | 10 percent swing in a couple day period is drastic and it does give you |
1:26.4 | pause. You're like, huh, I thought those first couple numbers started differently last |
1:30.9 | time I was in here. That's how it goes with investing. |
1:34.0 | And that's how it goes with stocks and stock picking like us. |
1:37.0 | If you're going to invest in some of the greatest companies, |
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