Motley Fool Money The (Wall Street) Hits Keep On Coming
Feb 17, 2023
Jason Moser, a Senior Analyst at Motley Fool, and Ron Gross, a seasoned analyst, dive into the latest earning surprises shaping the market. They break down Shopify's mixed results and Airbnb's profit boom. The duo highlights significant wins for The Trade Desk and Roku, along with an interesting take on Boston Beer’s struggles. They also explore the implications of Microsoft's potential Activision Blizzard acquisition and share insights on promising stocks like Etsy. This lively discussion sheds light on the ever-changing investment landscape!
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Forward-Looking Market
- Shopify's Q4 results beat expectations, but weak guidance caused a stock pullback.
- The market's forward-looking nature is evident, as investors reacted to future projections rather than past performance.
Growth Can Be Deceptive
- Pulling growth forward is beneficial in the short term.
- Overspending based on projected continued growth is where problems arise.
Airbnb's Profit Surge
- Airbnb nearly doubled profit expectations in Q4, leading to a stock surge.
- Strong travel demand, especially in Europe and urban centers, fueled the growth.