Motley Fool Money “There’s Always Money in the Banana Stand!”
Jun 28, 2022
Jason Moser, a senior analyst at Motley Fool, shares insights on market cycles and potential acquisition targets like Zendesk and JetBlue's bid for Spirit Airlines. Alison Southwick discusses lessons from the dot-com bubble, drawing parallels to today's market challenges. They'll explore the dry spell in venture capital, its effects on tech innovation, and the risks of investing in emerging industries. Expect a mix of humor and wisdom as they navigate the ups and downs of public companies and the ever-evolving investment landscape.
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Market Conditions and Acquisitions
- Public companies face challenges, leading to going-private transactions and acquisition battles.
- Zendesk's deal signals a tempered market appetite for high-flying stocks.
Premature Public Offerings
- Many companies that went public during the IPO and SPAC frenzy might not have been ready.
- This could explain the current trend of public companies going private.
Acquisition as Investment Thesis
- Don't base your investment thesis solely on potential acquisitions.
- Consider acquisition potential as a factor in your risk-reward assessment.