Shopify: Bull vs. Bear

Shopify: Bull vs. Bear

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Earnings Buzzwords: AI and Shrink

Earnings Buzzwords: AI and Shrink

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.  (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how A...

25 Elo 202339min

Nvidia Shoots For The Stars

Nvidia Shoots For The Stars

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvi...

24 Elo 202329min

Not Your Older Cousin’s Abercrombie

Not Your Older Cousin’s Abercrombie

Abercrombie is back in vogue, but be careful chasing this cyclical business.  (00:21) Jason Moser and Dylan Lewis discuss: - The reality of Peloton’s seasonality, and how the company is doing with i...

23 Elo 202319min

Retail Shrink Gets Bigger?

Retail Shrink Gets Bigger?

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.  (00:21) Asit Sharma and Dylan Lewis discuss: - Zoom’s customer-driven approac...

22 Elo 202320min

Cybersecurity Is Big Business

Cybersecurity Is Big Business

The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Ne...

21 Elo 202325min

How a Scam Spreads

How a Scam Spreads

A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple. The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investo...

20 Elo 202320min

Stocks to Stay Cool

Stocks to Stay Cool

Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.  Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying co...

19 Elo 202325min

Inside China’s Economic Woes

Inside China’s Economic Woes

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.  (00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and...

18 Elo 202339min

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