5 Stay-at-Home Stocks Revisited

5 Stay-at-Home Stocks Revisited

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2098)

Morgan Housel on Market History and Wild Minds

Morgan Housel on Market History and Wild Minds

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp intervi...

28 Jul 202428min

The Investing Mosaic

The Investing Mosaic

How do you determine what a company’s worth? You pull a lot of information from a lot of different places.  Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also...

27 Jul 202432min

Billions in Lost Business

Billions in Lost Business

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.  (00:21) Jason Mos...

26 Jul 202440min

This Seat Is Taken

This Seat Is Taken

Open seating is coming to an end on Southwest flights. (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors. Then (11:04) A...

25 Jul 202427min

What Alphabet Wants

What Alphabet Wants

…and it’s not getting from Wiz. (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla. Then, (17:53) Matt Frankel a...

24 Jul 202428min

A Slow, Expensive Housing Market

A Slow, Expensive Housing Market

Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify. Then, (14:52) Alison Southwick and Brian Ferol...

23 Jul 202425min

:( Your PC Ran Into a Problem

:( Your PC Ran Into a Problem

CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will ha...

22 Jul 202432min

Getting Robbed, Making Millions, and Learning about Risk

Getting Robbed, Making Millions, and Learning about Risk

What would you do if you had $10 million in cryptocurrency? Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott...

21 Jul 202429min

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