Unexpected Stock Picks and Looking to the Future
View original at nasdaq.comUnexpected Stock Picks and Looking to the Future In this podcast, Motley Fool contributors Rick Munarriz, Jason Hall, and Travis Hoium dive into stocks that they are willing to give up their Fool card for…
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Hims & Hers incentives today are problematic because they are so wired to prescriptions rather than consumer health outcomes
80% confidenceUpbound can be purchased for five times forward earnings with dividend yield north of 7%
80% confidenceLarry Ellison may not want to write $100 billion check to buy Warner Bros. Discovery given his stock is down 50%
80% confidenceHims & Hers is doing things completely differently than status quo in healthcare, taking expensive doctor visits and pharmacy trips direct to consumer
80% confidence$1,000 invested in Netflix on December 17, 2004 when recommended would be worth $519,015
80% confidenceLive Oak Bank is one of the largest Small Business Administration lenders, which reduces risk through backstopped loans
80% confidencePayPal brought in Enrique Loris as CEO for focus on efficiency and to be a buyback machine, not for innovation
80% confidenceStock Advisor has total average return of 941% compared to 194% for S&P 500
80% confidenceNetflix will pull off Warner Bros. Discovery acquisition because they have better ability to close deal than Paramount-Skydance
80% confidenceLive Oak Bank's founder Chip Mahan is one of the OGs in online banking, building tech platforms and lenders that don't make bad loans
80% confidenceLive Oak Bank combines specialization and extremely high-quality loan origination by building in-house expert teams for specific verticals before ramping up lending
80% confidence$1,000 invested in Nvidia on April 15, 2005 when recommended would be worth $1,086,211
80% confidenceNetflix will show discipline and still win Warner Bros. Discovery deal despite Paramount-Skydance raising bid
80% confidenceReal problem for Netflix isn't losing viewers to other movie platforms but to short-form content on Instagram, TikTok, and YouTube Shorts
80% confidencePayPal should remain solo company and stock will remain ho-hum despite acquisition interest
80% confidenceUpbound's revenue has been in high single digits for about two years and accelerated to 11% in latest quarter
80% confidenceHims & Hers' incentives are lined up with increasing access and lowering costs, unlike anyone else in healthcare industry
80% confidence
Data points we hold from this source
| HP Inc. · share buyback | 37 percent |