Andy Cross (@andyccross) 's Twitter Profile
Andy Cross

@andyccross

Analyst, stock-picker and investor at The Motley Fool. Doing my little part to help make the world smarter, happier, and richer.

ID: 377774783

linkhttp://www.Fool.com calendar_today22-09-2011 02:49:40

676 Tweet

9,9K Followers

445 Following

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This holiday we will shop more from the couch than ever before. Bodes well for shippers $UPS, $FDX, which is why their stocks are at all-time highs. bloomberg.com/news/articles/…

This holiday we will shop more from the couch than ever before. Bodes well for shippers $UPS, $FDX, which is why their stocks are at all-time highs. bloomberg.com/news/articles/…
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Great and useful insights from Daniel Ek at Spotify in this @ObserverOrg piece. Particular his thoughts on personal and company investments from time to moonshots to setting the space to think. $SPOT theobservereffect.org/daniel.html

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Netflix had a boomin' quarter in Asia that contributed nearly half its total paid member adds, w/ APAC revs +66%. But still makes 2/3 per member there than in US. Lots of potential but "We still have much work to do" as they wrote in the Q3 letter. $NFLX

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This might encourage me to put on a mask to go to my local beer market. And if tastes any decent with lower calories could be a nice win for $DEO. Diageo introduces an alcohol-free, low-calorie Guinness on.mktw.net/35jdUVG

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Pinterest reported one of the best quarters this season with more to come in Q4 as its auto bidding, shopping initiatives are paying off. Chatting $PINS, $SHOP, $MSFT, $SBUX on Motley Fool Money with @TMFChrisHill Ron Gross @TMFJMo fool.com/podcasts/motle…

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When they make ordering so convenient it's no wonder Chipotle digital sales exploded this year. But 174% and accelerating? Impressive. Now half of all sales. Huge investments paying off at $CMG ir.chipotle.com/2021-02-02-Chi…

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Amazon news getting well-deserved attention but can't overlook Alphabet's Cloud growth of 47% to go along with impressive 46% growth at YouTube. YT now 15% of Google's ad biz. Talking this and more with @TMFChrisHill on MarketFoolery $AMZN $GOOGL fool.com/podcasts/marke…

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Pinterest biz model catching up to its product quality. Q4 Revs +76% w/ 145% in Intl. Rev per user a bit slower +29% with 37% more users joining during the quarter. Ad innovations and shopping driving the results. Very good quarter from a very good company. $PINS

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Square’s Bitcoin investment got a lot of attention but it’s CashApp is killing it. Talking that plus AirBnB’s come back and Etsy’s booming growth ex-masks. $SQ $ETSY $ABNB Motley Fool Money with @TMFChrisHill Ron Gross fool.com/podcasts/motle…

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LT Treasuries took it hard on the chin in Q1 taking growth stocks down with them. If I had to bet on which one outperforms over the next 5 years I’m putting my chips on stocks — but also demanding the returns for the volatility. Thanks ⁦Financial Times⁩ for the graphic.

LT Treasuries took it hard on the chin in Q1 taking growth stocks down with them. If I had to bet on which one outperforms over the next 5 years I’m putting my chips on stocks — but also demanding the returns for the volatility. Thanks ⁦<a href="/FT/">Financial Times</a>⁩ for the graphic.
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“Investors hate uncertainty” is right up there with “buy low sell high” in useless advice for stock investors. That near-term uncertainty can be our long-term friend with the right approach and mind set. Namely patient, high-quality business investing.

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Brilliant leadership from Lego as it strives to make all its bricks more green, and I don’t mean the color. From the Financial Times on.ft.com/2STAemK

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There are about 35 companies that generate > $100B in revenues per year. It won't be long until Apple crosses that mark in annual free cash flow. Real free cash flow. $AAPL

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S&P ‘22 op EPS estimates at $238 puts the multiple at a 15.6x multiple. VIX above 30. Attractive but still not to the point to start dropping cash positions < 10%. Especially with yields on cash worth something for the first time in a decade.

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Nice to hear a more balanced perspective, if not contrarian, to markets/stocks from Jim Paulsen The Leuthold Group on Bloomberg Radio this morning. Cash is earning more but there could be unexpected upside to stocks in a market that is not the same as the Volcker ‘80s.

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Great chart from Liz Ann Sonders. Assuming most of those above the 200 MDA are in larger cap tech. More evidence that we're seeing the concentration of returns/excitement there this year.

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I’m diggin’ the blue highlights of the can. And the taste for a non alcoholic is dang close to a full-leaded Guinness. As a fan and long-term $DEO shareowner, well done Guinness Ireland Diageo Ireland

I’m diggin’ the blue highlights of the can. And the taste for a non alcoholic is dang close to a full-leaded Guinness. As a fan and long-term $DEO shareowner, well done <a href="/GuinnessIreland/">Guinness Ireland</a> <a href="/DiageoIreland/">Diageo Ireland</a>
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In a historic week in investing (for the wrong reasons), it was an incredible opportunity to chat with Liz Ann Sonders for our Fool Market Playbook event. We clipped part of our conversation for our Motley Fool Money show: fool.com/podcasts/motle…. (20 min mark) Thank you Liz Ann!

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Looking for deeper insights on what drives Jensen Huang of Nvidia? I learned a ton in a fun convo with author Stephen Witt. Stephen lays out why Jensen can’t quit anytime soon and how $NVDA separates from the pack. Find our The Motley Fool chat here: fool.com/podcasts/motle…