I think that's a great question, because when you run into times like these, they can be psychologically damaging if you're not paying attention. Because this period of time has certainly resulted in a lot of opportunities on the growth side, too? We've seen a lot of growth pulled back in a material way. The big question is, were the valuations f to te growth companies garnering a year ago, were they really warranted? I mean, we were talking a lot about 20 and 30 times sales kind of being the new normal. And i think we're kind of seeing that play out now.
As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"
(0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business
(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick
Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC
Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd
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