Your “Portfolio Wrapped”

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 6 December 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release. (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop. Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got some musical stocks and musical numbers.
0:07.5	This week's monthly full money radio show starts now.
0:18.6	Everybody needs money.
0:20.8	That's why they call it money.
0:23.0	The best things in life are free,
0:26.2	but you can give them to the pros and bees.
0:29.6	From Fool Global Headquarters, this is Motley Fool Money.
0:33.3	It's the Motley Fool Money Radio show.
0:35.0	I'm Dylan Lewis.
0:35.8	Joining me over the Airwaves, Motley Fool's senior analyst Jason Moser and Asset Sharma.
0:40.1	Fools, great to have you both here.
0:42.5	Nice to be here.
0:44.3	We've got some wicked stocks for moviegoers this holiday season, our portfolios unwrapped, and of course, stocks on our radar.
0:52.3	We are going to start out, though, with some end-of-week earnings,
0:55.7	and we're going to start in the cosmetics department. 2024 has not exactly been a great year
1:00.7	for Ulta Beauty, but Asset, based on the earnings report this week, it looks like things
1:05.0	might be getting a little bit rosier. Well, Dylan, I think investors were just relieved that
1:09.7	the numbers didn't decline further.
1:12.0	I mean, we'd had a small net sales increase here of 1.7%, not a lot on the top line.
1:18.3	And earnings per share came in at $5.14. So a little bit above what some analysts were expecting.
1:25.9	I want to note here that comparable sales, so this is, you know,
1:29.6	the sales versus the prior year quarter, those only increased by 0.6%, which makes sense
	...

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