Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.
(0:30) Matt Argersinger and Jason Moser discuss:
- Snap's incredible fall over the past year
- How worried shareholders of Alphabet and Meta Platforms should be
- Intuitive Surgical's latest results
- The latest from Twitter, Amazon, and Johnson & Johnson
(20:15) Jason and Matt discuss the latest results from Netflix, as well as:
- A wide-ranging discussion of the connected TV landscape
- The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku
- Domino's Pizza's streak of global growth ending
- Whether Shopify is a buy
- Two stocks on their radar: Etsy and Berkshire-Hathaway
Got a question about investing? Our email address is podcasts@fool.com
Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B
Host: Chris Hill
Guests: Jason Moser, Matt Argersinger
Engineer: Dan Boyd