Motley Fool Hidden Gems Investing Uber's Slowdown and Disney's Net Fix
Aug 9, 2019
Bill Mann, Director of Small-Cap Investing at The Motley Fool, shares his expertise on international investment opportunities and unique markets like the Faroe Islands and Malaysia. The discussion touches on Uber's staggering $5 billion loss and its implications for the ride-sharing industry, as well as Kraft Heinz's financial woes. Mann also highlights a creative approach to corporate ethics involving a lively cheer and offers tips for enhancing investment research skills, inspiring a diverse view on global investing.
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Disney Stock: A Good Buy
- Investors should buy Disney stock at its current price because its future is bright.
- Don't expect immediate success in the first quarter.
Streaming Wars Shift
- The focus of the streaming wars is shifting from Disney to Apple and NBCUniversal.
- Disney+ details are out, so attention turns to Apple's rollout and NBCUniversal's plans for next year.
Roku's Revenue Acceleration
- Roku demonstrates accelerating revenue growth, a key investment characteristic, increasing from 39% to 60% over four quarters.
- Roku's platform business, not devices, drives this growth through revenue cuts from services like Disney+ and advertising.