This chapter delves into the backstory of how MicroStrategy, an enterprise software company, started accumulating cash and eventually invested heavily in Bitcoin. The hosts discuss the overlap between MicroStrategy's core business and its Bitcoin holdings, as well as alternative investment options.
Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber at all-time highs and its ride-hailing dominance.
- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.
- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.
(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.
Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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