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Motley Fool Money

Two Growth Stories

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 8 August 2024

⏱️ 30 minutes

🧾️ Download transcript

Summary

Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could put a damper on the e-commerce platform’s growth story. Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis. Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account. And here's the show's home on Spotify Companies discussed: TOST, SHOP, LRCX Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Toast isn't playing ball, but you're listening to Motley Full Money. I'm Ricky Mulvey joined today by Tim Byers.

0:13.0

Tim how are you doing? I'm Ricky Mulvey joined today by Tim Byers.

0:23.2

Tim, how are you doing?

0:24.4

Doing well, fully caffeinated, ready to go.

0:26.7

So I'm going to ask you that question kind of a second time

0:29.2

because it's been, the market's been a little nuts this week

0:32.3

and Mary and Osset are going to talk about mindset later in the show,

0:36.7

but not just how are you right now as an investor. How's this past week been for you?

0:40.8

Oh, it's, look, this look, this is the kind of market that is great for me.

0:47.0

I know it's not good for a lot of people and I will not dismiss that, Ricky, but for me, this is when I am at my absolute best as an investor.

0:57.0

I get nervous and anxious when the market is going up into the right for reasons that I cannot explain.

1:04.8

But when we have irrational sell-offs, I'm great man.

1:09.2

I've bought two stocks, new positions this week week which I can't talk about because of

1:15.1

our disclosure rules you can ask me about that another time maybe next week but

1:19.5

no I look this is when I am at my absolute best I love it when the market decides to do

1:29.1

full Kermit and run around with its hands in the air and just cannot figure out which way is up.

1:35.8

I've also been buying.

1:36.8

I talked about it with Gillies a couple of days ago, but let's dive into some

1:40.1

individual companies you can talk about.

1:42.1

One of them, your favorite,

1:43.9

one of your favorites, I should say.

1:45.2

I don't know if it's your favorite, but that's.

...

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