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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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

Wells Fargo Steps Back

Wells Fargo Steps Back

What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role ...

11 Tammi 202321min

Stocks For China’s New Bull Market

Stocks For China’s New Bull Market

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.   (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopen...

10 Tammi 202323min

"No company is immune."

"No company is immune."

A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the com...

9 Tammi 202321min

Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks

Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-...

8 Tammi 202329min

Diagnosing Stock Drops

Diagnosing Stock Drops

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last ...

7 Tammi 202329min

3 CEOs Walk Into A Bar

3 CEOs Walk Into A Bar

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Sat...

6 Tammi 202339min

Value Opportunities for Investors

Value Opportunities for Investors

Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether l...

5 Tammi 202320min

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