When The Brand is Stronger Than the Business
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 9 May 2017
⏱️ 24 minutes
🧾️ Download transcript
Summary
Wayfair soars on a smaller-than-expected loss. Marriott hits an all-time high. And Pandora continues to struggle. Jason Moser analyzes those companies and Coach’s decision to buy Kate Spade for $2.4 billion as we discuss what happens when a company’s brand is stronger than its actual business.
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Transcript
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| 0:00.0 | Thanks to Harries for supporting this episode of Market Foolery. |
| 0:03.0 | Get your free trial set including a razor handle, five blade cartridge and shave gel. |
| 0:08.0 | Go to Harries.com slash Fool. |
| 0:11.0 | It's Tuesday, May 9th. |
| 0:14.0 | Welcome to the market foolery. |
| 0:15.0 | I'm Chris Hill joining me in studio today for a million dollar portfolio of Jason Moser. |
| 0:19.0 | Happy Tuesday. |
| 0:20.0 | Hey, hey, hey. |
| 0:21.0 | Thanks for sliding out of your usual Monday slot. |
| 0:23.4 | Well, it was my pleasure. |
| 0:24.6 | You know, I took the opportunity to take a nap. |
| 0:27.2 | Do it? |
| 0:28.2 | Well, I did, actually. |
| 0:28.8 | I took a little bit of a cat nap. |
| 0:30.4 | I did some work from home yesterday. |
| 0:31.9 | I was able to finish up a report on Ellie May which was |
| 0:36.6 | great and you know hey I while I was sitting there making dinner last night I said hey |
| 0:41.4 | Alexa play market foolery so I listen to you and Michael |
| 0:45.2 | Douglas talk about the Berkshire Hathaway trip that was a very good episode yeah yeah he |
| 0:48.6 | again I said this on yesterday's episode I think it's it's a sign of Michael's age that he just like... |
| 0:55.0 | Or lack thereof. Yeah, or lack thereof just he just looked great. Like if I had gone to Omaha for the weekend and gotten up before the sun and like I would just be totally dragon so |
| 1:03.5 | earnings Palusa rolls on we've got we got a lot to talk about today I actually |
... |
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