David Gardener: There's always that big, just like call over the herd, that happens whenever you have a new industry of thousands of people trying. And because of that, in hindsigh, you're going to have all these horror stories from the 99 point nine % companies that didn't make it. David gardener is one who is not only good at identifying companies ar a do well, but more importantly, i think he has the disposition to deal with the loss rate that comes along with identifying industries. He would be ok if half the companies in his portfolio did extremely poorly, knowing that one or two are going to do really well and drive that portion of his portfolio.
It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.
(:21) Deidre Woollard and Jason Moser discuss:
- Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines.
- Venture capital drying up, and what that means for technology innovation.
Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.
Stocks mentioned: ZEN, SAVE, JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM
Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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