Emelayde: Guidance is really deriving stock results. I think what we saw was a nee jerk reaction to the fact that docky sign did not lower full year guidance, when maybe the market expected more of the worst. The narrative that we heard from dockey signs management ths quarter was that they're interested in cost cutting. Even though they grewn the employe base 22 %, let's overlook that for the quarter. And this is very much the same narrative we've heard from many companies this past earning season.
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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