The hosts discuss the future prospects of seven companies, the holiday shopping season, and the need for consolidation in the streaming service industry. They highlight the increase in online spending, concerns about Buy Now Pay Later services, and the potential combinations of major streaming services.
Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.
(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season.
- Why Walgreen’s status as a Dividend Aristocrat is over.
(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.
(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.
Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick Engdahl
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