Motley Fool Money Retail, Tech Earnings, and Berkshire’s Surprising Buys
Feb 19, 2021
Walmart faces a stock slip despite e-commerce gains. The Trade Desk shines with record revenue, while Roku surprises with unexpected profits. Berkshire Hathaway makes bold investments, stirring market interest. The hosts dissect the impact of leadership changes on tech companies and debate the future of driving in a world of autonomous cars. Streaming services vie for dominance amid consumer fatigue, and intriguing biotech stocks Bluebird Bio and RadNet are highlighted as potential investment opportunities.
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Walmart's Earnings Disappoint
- Walmart's Q4 earnings disappointed investors, despite strong e-commerce and same-store sales growth.
- Guidance for declining sales and income in 2022, due to divestitures, further dampened enthusiasm.
CTV Advertising Growth
- The Trade Desk's strong performance demonstrates the increasing dominance of connected TV (CTV) advertising.
- CTV is the largest growth segment, and major brands like Procter & Gamble are shifting towards digital programmatic advertising.
Roku's Content Strategy
- Roku's profitability and subscriber growth are impressive but raise concerns about competition.
- Investing heavily in original content puts Roku in direct competition with giants like Netflix and Amazon.