Motley Fool Hidden Gems Investing Fall Preview for Investors
Sep 2, 2022
Emily Flippen and Jason Moser, seasoned analysts, delve into market volatility and focus on holiday shopping trends, emphasizing the importance of capital allocation. They dissect the performances of Meta and Lululemon, offering insights on attractive stock opportunities. Meanwhile, best-selling author Dan Pink shares fascinating perspectives from his book, highlighting how embracing regret can foster personal and investing growth. His anecdotes reveal surprising lessons from both history and modern life, guiding listeners to reflect on their choices.
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Episode notes
Airbnb's Valuation
- Don't be fooled by Airbnb's recent stock drop; it remains expensive.
- Its high valuation and slowing growth suggest a potential post-pandemic pullback.
Okta's Expensive Stock
- Okta's recent drop doesn't make it a bargain; lack of profit, high stock-based compensation, and integration challenges remain.
- Its high sales multiple and withdrawn revenue targets warrant caution.
Chewy's Attractiveness
- Chewy is starting to look attractive after a significant drop, with customer fundamentals remaining strong.
- Its 11% revenue growth, while below expectations, is still respectable in the current environment.
