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Snap's Ripple Effect, Healthcare Stocks, and Streaming "Coopetition"

41 min • 22 juli 2022

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.

(0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson

(20:15) Jason and Matt discuss the latest results from Netflix, as well as: - A wide-ranging discussion of the connected TV landscape - The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku - Domino's Pizza's streak of global growth ending - Whether Shopify is a buy - Two stocks on their radar: Etsy and Berkshire-Hathaway

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Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B

Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

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