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Motley Fool Hidden Gems Investing

This Is When Amazing Companies Are Born

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 10 August 2022

⏱️ 28 minutes

🧾️ Download transcript

Summary

While some tech companies announce lay-offs, others are posting blowout earnings. (00:21) Deidre Woollard and Tim Beyers discuss: - How a decrease in consumer spending is hitting SaaS companies in unexpected ways. - Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors. Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade. Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

The trade desk posts blowout earnings and will tell you about a home builder that's

0:08.4

out-performed Amazon for more than a decade.

0:11.0

You're listening to Motley Fool Money.

0:21.4

Welcome to Motley Fool Money.

0:22.4

Today we are looking at those CPI numbers and potential for more tech layoffs.

0:26.9

I'm Deedra Willard sitting in for Chris Hill and I'm joined by Motley Fool's Senior

0:30.4

Analyst Tim Byers.

0:31.4

Hey Tim, how are you today?

0:33.2

I'm well Deedra, how about you?

0:35.4

Doing well, little hot here in the Alexandria area, but hanging in.

0:39.4

Yeah, it's hot all around the world here.

0:42.5

But you know, I got my caffeine.

0:44.5

The wake up juice is warm, which means I'm ready to go.

0:48.0

Speaking of things that are warm, yeah, inflation.

0:51.0

So numbers came out and the annual rate of inflation according to the Consumer Price Index

0:55.4

is a hold and tight at 8.5%.

0:59.0

So good news unchanged from July, mostly because the gasoline index fell while the cost

1:04.6

for food and shelter rose.

1:06.1

So it's kind of this mixed bag, but the thing that keeps coming back to is the high price

1:10.4

of food.

1:11.5

So the food index has increased 10.9% over last year, which is the largest price increase

1:17.3

since May 1979.

...

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