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Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 12 September 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus. (15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation. Companies discussed: CHTR, DIS, ARM Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	For just a few dollars, you too can support an investor in Softbank.
0:09.4	Motley Fool Money starts now.
0:11.6	I'm Ricky Mulvey.
0:22.1	Joining us now is Bill Barker, Bill.
0:23.8	Good to see you.
0:24.8	Good to be here.
0:26.2	So last week on the show, we talked a lot about the Disney and Charter
0:29.7	negotiations.
0:31.6	And as Monday night football happened yesterday, spectrum cable TV subscribers got their football
0:36.4	back.
0:37.4	Charter has decided to move forward instead of moving on, yes, PN in the communications
0:42.9	company struck a deal to set the table bill.
0:46.9	Disney got more cord cutters during the blackout, Hulu Live TV experienced more signups
0:51.8	than expected by 60% whatever that means, presumably billions of dollars in carriage
0:56.8	rights fees, Disney got $2.2 billion for that last year.
1:01.6	And on the other side, Charter got Disney plus for some subscribers at what was called
1:07.4	a wholesale rate.
1:09.1	Charter wanted it for free, but alas, these are businesses doing business.
1:12.8	They also got ESPN plus in a sports bundle and some version of a direct consumer ESPN
1:20.6	product when it goes public.
1:24.2	Here's the table.
1:25.2	Who do you think was the winner in this negotiation?
	...

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