roku

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss: - Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth (15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles. Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023 (10:56)  Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company. Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

J+M are back recapping this week's episode of All-In and how to stop brigading on Twitter (1:42). They also cover Bolt cancelling its $1.5B acquisition of crypto payments startup Wyre (19:46), Roku adding a TikTok-style feature (30:31), and two We Live in the Future stories! (39:48)

(0:00) J+M tee up today's topics!

(1:42) All-In recap, how Twitter can reduce brigading, and more

(18:26) This podcast is sponsored by BetterHelp - Get 10% off your first month at https://betterhelp.com/twist

(19:49) Bolt cancels $1.5B Wyre acquisition

(29:05) Liquid IV - Get 15% off at https://liquidiv.com using promo code TWIST

(30:34) Roku adds TikTok-style feature to its streaming software

(38:17) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist

(39:51) We Live in the Future: John Deere's self-driving tractors

(49:48) We Live in the Future: $5B Moon-themed hotel might be coming to Dubai

(56:22) China is ramping up its moon operations due to discovering a new mineral

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Beth Kindig and Knox Ridley from the I/O Fund came on to discuss with Jason their top growth stocks, market indicators, how to manage risk in an all tech portfolio, potential big tech spin outs, Roku's incredible expansion and more!

Walmart shares slip on earnings. The Trade Desk surges on record revenue. Roku rises on an unexpected profit. Fastly falls on growth concerns. Shopify slips. CVS Health treads water. Berkshire-Hathaway makes some big investments. And Marriott suffers a big loss with the death of its CEO, Arne Sorenson. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and weigh in on autonomous driving, big tech break-ups, and the streaming wars. Plus, Ron and Jason share two stocks on their radar: Bluebird Bio and RadNet. Learn more about your ad choices. Visit megaphone.fm/adchoices

We’ve got a super stuffed episode of The Vergecast this week. First, the biggest news in tech right now is the European Commission’s ruling that Google has been unfairly using Android to push Google search on users, giving it an unfair advantage. Nilay, Dieter, and Paul sit down and discuss the implications. In the second half of the show, Dieter discusses some of the new MacBook Pro benchmarks that claim the processors may throttle performance due to cooling issues. Nilay got an exclusive interview with Roku CEO Anthony Wood, so we’ve included that in this episode as well. Also, our culture coverage continues this week with another roundup by Megan Farokhmanesh and Bijan Stephen. There’s even a whole lot more in between that — like Paul’s newly sponsored segment “Fold the phone” — so listen to it all, and you’ll get it all. 01:46 - Verizon is shutting down its original video app Go90 06:26 - Six questions you were afraid to ask about Google’s EU antitrust case 25:09 - Google may put its Fuchsia OS on smart home devices within three years 34:25 - This week in culture with Megan and Bijan 39:42 - Test suggests 2018 MacBook Pro can’t keep up with Intel Core i9 chip’s thermal demands 53:15 - Roku CEO Anthony Wood interview 1:17:33 - Paul’s weekly segment “Fold the phone” 1:20:39 - Galaxy Note 9 leak suggests it looks a lot like the Note 8 1:22:12 - Walmart reportedly plans to launch Netflix competitor under its Vudu brand later this year Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nike trips in North America. Roku pops in its Wall Street debut. McCormick reports some appetizing earnings. And the CEO of American Airlines makes a surprising declaration. Plus, Chris talks Facebook and Russia with David Kirkpatrick, author of The Facebook Effect: The Inside Story of the Company That is Connecting the World. Learn more about your ad choices. Visit megaphone.fm/adchoices