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Microsoft’s Reminder: Don’t Sleep on Giants
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Show notes
Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.
(00:21) Bill Mann and Andy Cross discuss:
- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.
- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.
- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.
(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.
(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.
Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO
Host: Dylan Lewis
Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison
Engineers: Tim Sparks, Dan Boyd
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