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MarketFoolery

Twitter’s Pop and Hasbro’s Buzz

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 23 April 2019

⏱️ 24 minutes

🧾️ Download transcript

Summary

Twitter and Hasbro pop on strong 1st-quarter results. Procter & Gamble increases its dividend for the 63 year in a row. MFAM Funds portfolio manager Bill Barker analyzes those stories, plus we dip into the Fool Mailbag to get some on-the-ground research from Burger King’s “Impossible Whopper” test in the greater St. Louis area.
(Tangents include Bill’s upcoming trip to Singapore, investing in addiction, and how our listeners compare to listeners of other business news podcasts.)

Transcript

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0:00.0

It's Tuesday, April 23rd.

0:04.0

Welcome to Market Fullry.

0:05.0

I'm Chris Hill joining me in studio today from M-Fam Funds, Bill Barker.

0:09.0

Thanks for being here.

0:10.0

Thanks for having me.

0:11.0

We got a lot going on.

0:12.0

We've got some on- ground reporting about Burger King's impossible Whopper that they're testing in St. Louis.

0:18.0

We've got consumer products earnings, we've got toy earnings. We're going to start with

0:23.6

social media. Twitter's first quarter revenue was up 20% compared to a year ago.

0:28.2

The stock is having a monster day shares of Twitter up 16%. Was it that good?

0:35.0

It was a good report.

0:38.0

It's interesting the way they started out their announcement which was to talk about how effective they are

0:46.8

at getting the wrong people or the wrong bots off of their service.

0:52.2

I mean you don't normally see the initial quote from the CEO being about,

0:57.5

we're reducing the bad part of the business,

1:02.1

but that is a big part of the questions that would be hanging out

1:05.6

about them so before even really getting into the numbers the the narrative

1:11.0

was the first thing that management focused on and you know the market seems

1:15.9

to be liking that. I think that that's part of it.

1:20.0

It's an interesting point because you're right. This is one of those businesses that for the

1:26.8

longest time that it's been a public company we have focused on growth. We've focused on what are their monthly active users etc that sort of thing but as you

1:37.0

said the narrative around and it's not just Twitter but I would argue social

...

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