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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Big Tech Layoffs, Signs of Housing Trouble

Big Tech Layoffs, Signs of Housing Trouble

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hasti...

20 Tammi 202339min

China, India, and the Question of Population Growth

China, India, and the Question of Population Growth

Data this week suggest India is about to pass China as the world's most populous country.    (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why Ch...

19 Tammi 202322min

Prices Falling, More Tech Layoffs

Prices Falling, More Tech Layoffs

As many expected, Microsoft announced the layoff of 5% of its employees.   (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's...

18 Tammi 202323min

Goldman Sachs Drags Down the Dow

Goldman Sachs Drags Down the Dow

Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade.   (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investment...

17 Tammi 202322min

Earnings Watch & Market Valuation w/ Liz Ann Sonders

Earnings Watch & Market Valuation w/ Liz Ann Sonders

"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this ...

15 Tammi 202325min

Small Caps w/ Strong Brands

Small Caps w/ Strong Brands

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, join...

14 Tammi 202326min

Dry January, Big Banks, and Trouble at Disney HQ

Dry January, Big Banks, and Trouble at Disney HQ

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. econo...

13 Tammi 202339min

Walmart's Tech, One Activist's Fight

Walmart's Tech, One Activist's Fight

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Tr...

12 Tammi 202321min

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