Where the Money Is 01.23.14
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 23 January 2014
⏱️ 22 minutes
🧾️ Download transcript
Summary
Should eBay listen to Carl Icahn? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss some comments from Jamie Dimon, navigate the SEC website, and dip into their mailbag.
Transcript
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| 0:00.0 | Carl ICON's back in the news. |
| 0:02.6 | Jamie Diamond says it's unfair and Berkshire may be a siffy. |
| 0:07.0 | You're in the right place folks because this is where the money is. |
| 0:10.4 | Welcome to the show. It is Thursday I'm Matt Kopenhaffer. This year is David |
| 0:17.4 | Hanson. David Justin Bieber was just arrested in your college town I only don't want to say hometown, but your |
| 0:23.4 | college town of Miami. What's going on? Nobody could have seen this coming? |
| 0:28.8 | Driving drunken Miami, that's also known as driving in Miami that's just par for the course |
| 0:34.1 | whoa whoa not a fun place to drive very |
| 0:36.5 | the entire city under the bus there very |
| 0:38.8 | no let's just get right to the headlines first headline of the day comes from the Wall Street Journal. |
| 0:44.8 | ICON calls for eBay to split up. So David Ebay announced earnings yesterday, but that news |
| 0:51.5 | was drastically overshadowed by Carl ICON, getting himself back out |
| 0:56.2 | there in front of the cameras saying, I want PayPal to be spun off. |
| 1:01.3 | He wants it alone. It was kind of curious. It was up 10% after hours. It's now since |
| 1:06.7 | come back to Earth. It's only up a percent or so. It was kind of curious because Carl Econ's not the first |
| 1:12.2 | one to think of this. |
| 1:13.0 | I mean, the idea of spinning off PayPal |
| 1:15.0 | has been around for years and years and years. |
| 1:18.0 | I don't think it makes too much sense. |
| 1:20.0 | You look at PayPal, it's growing at around 19% revenue growth, the marketplace growing at 12%. |
| 1:26.0 | They're both businesses that are growing at a fairly good clip, so I don't see this as a clear |
| 1:30.6 | cut. |
... |
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