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

Jaksot(2105)

Burgers > Exercise

Burgers > Exercise

For one day in the stock market, investors voted with their stomachs. (00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton ...

4 Touko 202330min

Berkshire Hathaway Meeting Preview

Berkshire Hathaway Meeting Preview

Investing’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss:  - Johnson & Johnson’s spin-off of its consumer health company, Kenvue.  - If Darden Restaurants is getting a...

3 Touko 202323min

The "New Normal" in Silicon Valley

The "New Normal" in Silicon Valley

As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration...

2 Touko 202324min

Another Bank Seized & Sold

Another Bank Seized & Sold

Three of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase...

1 Touko 202325min

Private Equity’s Opaque World

Private Equity’s Opaque World

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecuto...

30 Huhti 202328min

Investing Lessons from “Succession”

Investing Lessons from “Succession”

You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool sen...

29 Huhti 202329min

Big Tech, Big Payments, Big Burrito

Big Tech, Big Payments, Big Burrito

A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alp...

28 Huhti 202339min

Meta's Big Pop, Google's New Threat

Meta's Big Pop, Google's New Threat

For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs divis...

27 Huhti 202321min

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