As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"
(0:30) Jason Moser and Emily Flippen discuss:
- DocuSign's latest results, and using the company as a lens for looking at other businesses
- Good news (finally!) for Asana shareholders
- Rough weeks for UiPath and Bilibili
- RH taking a "Tiffany-like" approach to their business
(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as:
- Stocks they've been buying over the past year
- Acquisitions they'd like to see
- Uber's upcoming robot delivery tests in Texas and California
- 2 stocks on their radar: Casey's General Stores and McCormick
Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC
Host: Chris Hill
Guests: Jason Moser, Emily Flippen
Engineer: Dan Boyd