Under armor would be better off just under a house of brands. I think zoom is here to stay. There's a lot of things that zoom can do with their capital, docusine. But really, zoom should just do anything with their money at this point. My jawwould hit the floor. If either of those acquisitions happened, if loui lemon tried to go aft her under armor, i think i'd be upset with that decision given the premium status of louis lemon's brand.
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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