The (Wall Street) Hits Keep On Coming

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 17 February 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

It was another big week of earnings results (and surprises).

(0:21) Jason Moser and Ron Gross discuss:
- Shopify's guidance outweighing its results
- Airbnb nearly doubling profit expectations
- Record revenue for The Trade Desk
- Shares of Roku popping more than 25%
- The latest from Marriott, Twilio, Cisco Systems, and Zillow Group

(19:11) Jason and Ron keep the earnings coverage going and discuss:
- Boston Beer surprising Wall Street
- Outset Medical's latest results
- The state of Microsoft's bid to buy Activision Blizzard
- The latest from Coca-Cola, Roblox, Chipotle, and Alphabet
- Two stocks on their radar: Etsy and Paramount Resources

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Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU

Host: Chris Hill
Guests: Ron Gross, Jason Moser
Engineers: Steve Broido, Rick Engdahl

Transcript

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0:00.0	There's a lot going on, so let's get to it.
0:07.4	Motley full of money starts now.
0:09.1	Everybody needs money.
0:17.2	That's why they call it money.
0:21.7	From full global headquarters, this is Motley full money.
0:32.6	It's the Motley full money radio show.
0:34.2	I'm Chris Hill joining me in studio.
0:36.0	Motley full senior analyst Jason Moser and Ron Gross.
0:39.0	Good to see you.
0:40.0	It's always gentleman.
0:41.0	They hate doing Chris.
0:42.0	We get the latest headlines from Wall Street.
0:43.2	We will dip into the full mail bag and as always, we get a couple of stocks on our radar.
0:47.6	But we begin with the latest reminder that the stock market is forward looking.
0:52.6	Shopify's fourth quarter profits and revenue came in higher than expected, but guidance
0:57.0	was light and shares of Shopify pulled back from what had been a pretty good start to the
1:03.1	year.
1:04.1	Jason.
1:05.1	Yeah, you hit it.
1:06.1	I mean, this was a reaction based more on what's to come as opposed to what they did.
1:09.3	It was a good quarter, but the guidance for the current quarter is just, it's okay.
1:13.9	And for a company valued the way this one is, that's going to be just far more sensitive,
	...

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