Show Business is Back in Business!

2023-11-10

Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?. (00:11) Emily Flippen and Andy Cross discuss: SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.” The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend. How Adyen is learning how to better play the expectations game. (19:02) Motley Fool Contrib...

Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.

(00:11) Emily Flippen and Andy Cross discuss:

SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
How Adyen is learning how to better play the expectations game.

(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.

(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.

Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON

Host: Dylan Lewis

Guests: Emily Flippen, Andy Cross, Lou Whiteman,

Engineers: Rick Engdahl, Annie Pope

Learn more about your ad choices. Visit megaphone.fm/adchoices

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