This chapter delves into the complexities of investing in a category with unpredictable outcomes and examines Fubo's efforts to compete with industry giants like Disney Fox and Warner Brothers in the constantly evolving landscape of content distribution.
Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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