We Like Big Moats And We Cannot Lie

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 28 April 2022

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses: - Meta Platforms bouncing back from its recent lows - PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year - The growing strength of ServiceNow's cloud business (14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves. Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR Some of the stocks mentioned today are featured in our free Investing Starter Kit. Get your copy here - http://fool.com/starterkit Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel 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	We like big moats and we cannot lie.
0:08.5	Investors can't deny.
0:09.5	Alright, I'm not singing the rest of this.
0:12.2	We got too much to get to on this episode.
0:14.6	Motley Fool Money starts now.
0:21.8	I'm Chris L. Joining me is Motley Fool Senior Analyst, Osso Charm.
0:24.8	Thanks for being here.
0:26.2	Chris, thank you for having me.
0:27.6	Jason Moser and Matt Franco are going to be here later in the show to talk about moats.
0:32.3	Also known as one of the biggest advantages a business can have.
0:35.2	But we're going to check in on the latest from PayPal and ServiceNow.
0:38.7	Let's start with Meta Platforms.
0:41.2	Shares hit a 52 week low on Wednesday.
0:44.8	Today shares are up more than 10% off of that low because of a first quarter report that
0:50.7	wasn't perfect, but it definitely had bright spots.
0:54.1	Meta Platforms seeing a rise in both active daily users and revenue per user.
1:01.0	What stood out to you?
1:02.3	Chris, you know, for me, I think what stood out was the made for TV Disney movie element
1:08.2	in this earnings report.
1:10.1	And by that, I mean, in some Disney movies of old, you had the crazy tinkerer genius father
1:18.0	who would spend part of the family's budget on stuff for his creations.
1:23.6	And then at some point, the mom would step in and say, hey, we've got to send the kids
	...

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