Motley Fool Hidden Gems Investing Earnings-Palooza and a Meaty IPO
May 3, 2019
Apple's surprising earnings resonate throughout the market, while Alphabet faces hurdles in tech. Berkshire Hathaway makes waves, investing heavily in Amazon. Beyond Meat's IPO aims to disrupt the meat industry, catching attention alongside Shake Shack's growth. Analysts dive into the contrasting revenue trends in advertising and the rising plant-based food movement, noting Twilio's unexpected profits despite market reactions. Wayfair's revenue growth is countered by operational cost concerns, prompting insights on strategic investment and liquidity.
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Berkshire Bites into Amazon
- Warren Buffett revealed Berkshire Hathaway's purchase of Amazon shares, clarifying that one of his portfolio managers made the investment.
- This marks Berkshire's return to Amazon after their profitable bond investment in the early 2000s.
Square Stumbles on Guidance
- Square's Q1 report led to a stock decline due to disappointing guidance, despite hitting growth targets.
- The market reaction seems short-sighted, given Square's progress and the large market opportunity.
MasterCard's Strong Quarter
- MasterCard posted strong Q1 results with growth across revenue, profits, and transaction volume.
- This reinforces MasterCard's position as a global payments giant with steady, high returns.