The chapter analyzes a company's positive quarterly financial performance, discusses future revenue forecasts, and explores growth strategies tied to upcoming events. Additionally, it delves into the success story of the beverage maker Celsius, highlighting partnerships, market expansion, and unique product attributes.
Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..
(00:21) Ron Gross and Andy Cross discuss:
- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.
- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.
- How drinkmaker Celsius continues to find the energy for growth.
(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.
(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.
Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, David Gardner, Mary Long
Engineers: Dan Boyd
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