Motley Fool Hidden Gems Investing Peloton, PayPal, and Investing in Real Estate
May 7, 2021
Matt Argersinger, lead advisor of Millionacres and real estate expert, dives into the sizzling housing market and reveals why he believes it will continue to thrive. He sheds light on key trends in commercial real estate, including shifts towards remote work and the rise of single-family rental REITs. The discussion also covers Peloton's struggles with recalls and PayPal's strong growth, alongside insights into other market players like Activision and Beyond Meat.
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Cloudflare's Growth Trajectory
- Cloudflare's growth, although substantial, isn't meeting Wall Street's expectations.
- The company's diverse offerings and focus on large customer growth are promising.
Beyond Meat's Potential
- Beyond Meat's Q1 loss exceeded expectations, yet its food service revenue is poised for recovery.
- The increasing demand for meat alternatives and upcoming product launches present opportunities.
Square's Core Value
- Square, a $100 billion company, thrives on its seller ecosystem and Cash App.
- Bitcoin revenue, while substantial, is secondary to the core business value.