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It’s Always About the Forecast

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Manage episode 417569090 series 2500334
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..

(00:21) Ron Gross and Andy Cross discuss:

- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

- How drinkmaker Celsius continues to find the energy for growth.

(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.

(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.

Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST

Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1553 episod

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It’s Always About the Forecast

Motley Fool Money

1,054 subscribers

published

iconKongsi
 
Manage episode 417569090 series 2500334
Kandungan disediakan oleh The Motley Fool. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Motley Fool atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..

(00:21) Ron Gross and Andy Cross discuss:

- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

- How drinkmaker Celsius continues to find the energy for growth.

(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.

(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.

Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST

Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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