Motley Fool Money

Eyes on the Cloud

Jan 25, 2023

Join Andy Cross, Chief Investment Officer at Motley Fool, who shares insights on the shifting landscape of big tech investments, especially regarding Microsoft’s cloud performance amid slowing growth. He discusses the implications of the Department of Justice's antitrust lawsuit against Alphabet and reflects on Kimberly-Clark’s earnings challenges. Jim Gillies from Motley Fool Canada enters the conversation with a compelling case for Big Lots, a heavily shorted stock, dissecting its inventory issues and management decisions in the current retail climate.

30:31

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Episode guests

Andy Cross

Jim Gillies

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Episode notes

Intro

4min

Analyzing Microsoft's Cloud Performance and Growth Prospects

3min

Antitrust Battles in Digital Advertising

5min

Analyzing Earnings and Retail Dynamics

15min

Financial Analysis and Investment Strategy Insights

4min

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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