Motley Fool Money Alphabet, Visa, Roku
Oct 26, 2022
Bill Mann, a Senior Analyst at Motley Fool, shares his insights into Alphabet's recent underperformance, arguing that it remains a solid business despite challenges. He discusses the potential of spinning off YouTube, which seems impractical. Moving on to Visa, Mann highlights its strong fiscal year, countering recession fears from some analysts. In a heated debate, Ryan Henderson and Jose Najarro weigh in on Roku's steep decline of over 75% this year, exploring the company's streaming struggles but also its leadership in user engagement.
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Alphabet's Performance
- Alphabet's Q3 results disappointed, with lower profits and revenue than expected.
- Despite this, the company remains a strong business, generating $69 billion in revenue.
YouTube's Future
- There's ongoing debate about YouTube's future within Alphabet.
- Some argue for a spin-off, while others believe it should remain integrated.
Business Focus
- Focus on identifying profitable areas and potential within your business.
- Eliminate everything else that doesn't contribute to these areas.