Emily Flippen

But with oodles of cash flow, hundreds of millions of dollars of super low CapEx and reinvestment expenses, I think if they can just figure out how to better monetize users that exist on their platform, this could be an underappreciated opportunity.

Yes, Jason, thank you so much for coming in and playing host and allowing me to, I guess, entertain you both with four Chinese companies that reported earnings this morning, yes, but also are opportunities that I think are sometimes going underappreciated or missed by opportunities.

Jason, thank you for playing host.

And Toby, thank you for playing the bear to my bull for these opportunities.

And listeners, thank you all so much for joining Motley Fool Money today.

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For Jason Hall, Toby Bordelon, and the entire Motley Fool Money team, I'm Emily Flippen.

We'll see you tomorrow.

For so many investors, it probably feels like reality is catching up to the market because there's been this difference between how investors and consumers have been feeling versus what the market has been experiencing.

It does feel like, to me, with so few trading days left in the year, that it's unlikely that the market

could go higher from here, given all the headwinds that you just mentioned.

One of the companies that I follow pretty closely is a business called Paycom.

They manage payroll processing.

They reported earnings earlier this week.

But one of the things that Paycom noted is, obviously, as a payroll processing company, they depend pretty heavily on

how many times companies are processing their payroll.

So if companies are going through stuff like layoffs, that has a tangible impact on their business.