An examination of Rover and WAG in the pet services industry, focusing on their revenue, profitability, and potential for positive free cash flow. The chapter also explores valuation measures for younger companies like Rover and emphasizes the importance of factors such as retention growth and improving margins.
Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.
(00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax.
(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .
(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.
Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM
Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd
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