Blogs -Podcast with Motley Fool: Big Tech Plus the 1 Stock I’d Buy Right Now

Podcast with Motley Fool: Big Tech Plus the 1 Stock I’d Buy Right Now


December 16, 2020

author

Beth Kindig

Lead Tech Analyst

I had the privilege of joining Tim Beyers and Brian Feroldi on The Motley Fool podcast earlier this month.  In the hour-long interview, we cover topics such as big tech, my research process, tech valuations, and we also cover a number of individual stocks including Twilio, Bandwidth, Zoom, Facebook, and Palantir.

The discussion starts off with big tech and why I believe Google Cloud Platform has missed an opportunity to catch up to Microsoft Azure and Amazon Web Services on cloud IaaS. With that said, all three players are aggressively pursuing edge computing and how to combine the compute and storage from hypescalers with the low latency and speed offered by 5G connectivity. This is primarily being accomplished through partnerships between the hyperscalers and telecoms which are best described as “frenemies.”

Later in the interview, we dive into my research process and how I go about finding the top tech stocks.  One example of a trend that I think the market is misunderstanding is telehealth. The market is pricing the opportunity as a covid tailwind rather than pricing and evaluating the opportunity for early innings – especially as AI will merge with telehealth in the near future.

We also chat about what’s on everyone’s mind – which is whether tech valuations are in a bubble right now. I give some guidelines on what I consider to be attractive valuations versus unattractive valuations in the tech space and I break this down by annual revenue growth rates. 

Towards the end of the interview, they ask what is the one stock I’d buy right now and the one stock I’d sell right now. My answers include a lesser-known stock in the OTT advertising space that I am bullish on.

You can access my full interview with the Motley Fool podcast below

Access the interview here:

Interview timestamps:

0:00 – Introduction

4:40 – Discussion on Big Tech

7:40 – Does Google (GOOGL) need Google Cloud Platform to work out for the company to do well?

13:40 – Opinion on Fastly (FSLY)

19:20 – What is your process on researching stocks?

22:40 – Is it time to start talking about Salesforce (CRM) as a big tech company?

23:00 – Discussion about Twilio (TWLO)

28:00 – Thoughts on Bandwidth (BAND)

30:00 – How much potential does Twilio (TWLO) have?

35:00 – Is tech in a bubble right now?

37:00 – Guidelines on valuations for tech stocks

38:45 – What do you consider high growth, medium growth, and low growth?

39:30 – Discussion about Zoom (ZM) and its long-term outlook post-COVID

42:30 – What does product-market fit mean?

45:45 – 1 stock to buy and 1 stock to sell

49:50 – Top public stock pick in telehealth

50:55 – What private tech investors do you like to follow?

52:20 – Current state of hybrid cloud versus multi-cloud and the future of hybrid cloud

53:20 – Discussion about Datadog (DDOG) and the partnership with Microsoft Azure

56:40 – Thoughts on Palantir (PLTR)

head bg

More To Explore

Newsletter

Silhouette of a bull in front of a glowing Bitcoin coin, symbolizing a cryptocurrency bull run with potential market risks.

Is Bitcoin’s Bull Run Nearing a Top? What the Herd Missed at $16,000 and is Missing Now 

In late 2022, when Bitcoin was trading near $16,000, the I/O Fund issued a Strong Buy Alert. At the time, many of the market’s biggest crypto bulls were silent. Fast forward to today, Bitcoin is up ov

August 08, 2025
S&P 500 market forecast showing potential correction signs and key buy levels for 2025, based on technical analysis and investor sentiment trends.

Is the S&P 500 Overdue for a Correction? 2025 Forecast & Buy Levels to Watch

In our last Broad Market Report titled, Historic Uncertainty Meets $7 Trillion Dollar Debt Wall: What Comes Next For The S&P 500, the S&P 500 was trading near 5800 and still well below its February hi

August 01, 2025
A puzzle visually depicting different tech platforms and investments influencing search market share

Google Stock Clears Major Hurdle, Yet One Serious Concern Remains

This week, Google cleared a major hurdle with Search accelerating from 10 points of growth last quarter to 12 points this quarter -- putting to rest many doubts that Search monetization is at risk giv

July 27, 2025
Oracle stock forecast exploring potential to reach $1 trillion valuation as AI demand grows

Can Oracle Become the Next $1 Trillion AI Stock?

When it comes to AI cloud leaders, Oracle is not often mentioned, yet the company is quickly positioning itself to lead among Microsoft, Amazon and Alphabet when it comes to cloud growth over the next

July 18, 2025
Robinhood crypto trading volume vs. transaction revenue Q2 2025

Robinhood Stock: Spot Crypto Volumes May Lead to Incoming Volatility

Robinhood’s fundamental transformation over the past two years has been nothing short of remarkable. Crypto is driving strong revenue growth at 50% YoY in Q1, while TTM operating margin is approaching

July 11, 2025
Beth Kindig, Lead Tech Analyst at I/O Fund, interviewed on Fox Business discussing Nvidia’s earnings beat and solid guidance.

AI Stocks in 2025: What Every Investor Should Know

The market evolves quickly, and nowhere is that more apparent than in AI stocks, which continue to lead in both innovation and returns. At the I/O Fund, our deep coverage of AI stocks, combined with a

July 03, 2025
Modern data center building next to a nuclear power plant cooling tower.

Nuclear Power Emerging as a Clean AI Data Center Energy Source

Data center power demand is forecast to surge over the next decade, with some estimates seeing demand increasing 3x by 2030. Inference is expected to be a primary driver with power demand growth proje

June 27, 2025
Nvidia vs. AMD CEOs in AI GPU race, spotlighting AI inference competition.

AMD vs Nvidia: The AI Stock That Could Win by 2028

Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the

June 20, 2025
AI chip powering data growth with green upward graph, symbolizing semiconductor and AI market expansion

This AI Stock is Set to Surge from Inference Demand

Up until now, the AI conversation has been dominated by training and compute, yet inference is showing signs of exploding growth. Microsoft and Google recently highlighted 5x to 9x YoY growth in AI to

June 13, 2025
Taiwan Semiconductor drives AI growth amid geopolitical risk

Taiwan Semiconductor Stock: AI Growth Amid Geopolitical Risk 

Despite their leadership, AI stocks like Taiwan Semiconductor and Nvidia are flat year-to-date and trading at similar levels as June 2024. Clearly, the AI trade is not as straightforward as it might s

June 06, 2025
newsletter

Sign up for Analysis on
the Best Tech Stocks

https://bethtechnology.cdn.prismic.io/bethtechnology/e0a8f1ff-95b9-432c-a819-369b491ce051_Logo_Final_Transparent_IOFUND.svg
The I/O Fund specializes in tech growth stocks and offers in-depth research for Premium Members. Investors get access to a transparent portfolio, a forum, webinars, and real-time trade notifications. Sign up for Premium.

We are on social networks


Copyright © 2010 - 2025