Walmart’s same-store sales in the 1st quarter rose 6%. That was just one of the highlights from a strong report. Home Depot’s revenue in the 1st quarter rose 33%, but shares fell slight in part due to lack of guidance. Twilio shares rise after it buys Zipwhip for $850 million and cash and stock. Asit Sharma analyzes those stories, as well as the highlights from Berkshire-Hathaway’s latest round of buying (Verizon, Kroger) and selling (Chevron, Wells Fargo).
The Honest Company is a small but growing consumer goods business focused on serving the needs of discerning new parents. But should you buy the stock or just the products? Join the Fool’s Brian Feroldi and Emily Flippen as they break down if The Honest Co can earn investors an honest penny.
Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guidance.
The Trade Desk and Unity Software both fall despite encouraging 1st-quarter reports. Bill Ackman orders up a 6% stake in Domino’s Pizza. Krispy Kreme plots a return to the public markets. Jason Moser and Ron Gross analyze those stories and share two stocks on their radar: Home Depot and Ultragenyx Pharmaceutical. Plus, Bloomberg senior editor Brad Stone shares how Amazon secretly developed the Echo, which cities were the real finalists to be the home of HQ2, and other insights from his new book Amazon Unbound: Jeff Bezos and the Invention of a Global Empire.
This show from the vaults, recorded in 2015, asserts that you can make good investments the same way you make good radio. And to prove the point, we look at GoPro, Zoe's Kitchen, and... wait, what? Ok, they can't all be winners. But add Intuitive Surgical and Tesla to the mix and, well, you would have been pretty happy with this as a 5+ Stock Sampler!