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Travis Hoium

👤 Speaker
6788 total appearances
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Something that's going to depreciate by 70% as soon as I walk out the door and I'm paying a 4X markup.

Yeah, I don't love that.

But I'm also a sucker for a deep value business that's doing really well.

And I think that's what we have with Upbound today.

I'm holding my nose doing this.

Yeah, Travis, I know I put you in a horrible position to pick my stock after I just trashed yours.

I apologize.

Yeah, this was fun.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

We're in the heart of earnings season, so what did we learn?

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Motley Fool Money starts now.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

From Fool Global Headquarters, this is Motley Fool Money.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Welcome to Motley Fool Money.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I'm Travis Hoem, joined today by Jason Moser and Lou Whiteman.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Guys, this is really when earnings season kicks into high gear for a lot of the companies that we follow.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

We're going to do a rapid-fire look at

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

some of the popular companies, disruptive companies, and find out what we learned from the quarter.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Jason, what did we learn from Cloudflare?

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

And maybe first, what in the world does Cloudflare do?

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

And I guess- Yeah, it's everywhere, but we don't necessarily see it.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Cloudflare is one of these companies that, if you go back to 2021, this is the first one of those high-flying stocks that I remember trading for 100X sales, and then suddenly crashing in 2022.