Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. Bill Mann and Andy Cross discuss Microsoft crossing $3T and surpassing Apple as the largest publicly traded company, Alibaba’s co-founders buying up $200M shares, and the state of investing in China, and Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. Then, 19 minutes in, Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience. Finally, 30 minutes in, Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO. Host - Dylan Lewis; Guests - Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison
Guests: Bill Mann,Andy Cross,Deidre Woollard,Jeff Edison
