Tech: You Asked, We Answer

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

4.6 • 854 Ratings

🗓️ 20 March 2020

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We dip into the listener mailbag to talk about what the future might hold for e-commerce players like Amazon, MercadoLibre, and JD.com. Then we talk about the "right" number of brokerage accounts to have and how to make sure your position sizes don't get out of hand.

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Stocks: AMZN, MELI, JD

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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.
0:11.6	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Saiple. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods.
0:20.0	We're talking. Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.
0:25.0	It's Friday March 20th and we're dipping into the mailbag. I'm your host
0:31.0	Don Lewis and I'm joined by Motley Fool Premium analyst
0:33.2	Van Ra. Ben how's it going? Excellent I'm happy to be here. Yeah it's great to
0:37.8	have you back on the show. I think last time we did a show together we were
0:40.5	talking about China. Yeah. Today we are answering some questions.
0:43.5	We got some questions built up in the mail bag.
0:46.3	Mailbag is getting a little bit full.
0:47.8	And I love that because we are pre-recording this episode.
0:50.5	I'm going to be on vacation when it airs.
0:52.3	So there might be some numbers that are a little different, especially as we're talking about
0:55.8	market cap, but the mailbag episodes are great because we get to talk about concepts and really concepts
1:00.6	don't ever get stale. So we have a couple questions we're going to be hitting on this episode and of course
1:06.6	listeners if you want us to hit anything just right into the show industry focus
1:11.0	at fool.com or you can tweet us at
1:12.6	M.F. industry focus. We love getting ideas.
1:15.8	So our first question comes from cam.
1:17.8	Cam asks, what do you see as the eventual size of the
1:20.9	e-commerce companies and where will they be in five years and then in
1:24.3	parentheses Amazon Mercado Libre and JD so three companies three very
	...

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