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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Time to Buy Zoom Video?

Time to Buy Zoom Video?

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining seg...

23 Kesä 202225min

E-Cigarette Ruling Hits Wall St.

E-Cigarette Ruling Hits Wall St.

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news ...

22 Kesä 202220min

Snacks vs. Cereal: Kellogg's Plan to Split

Snacks vs. Cereal: Kellogg's Plan to Split

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan ...

21 Kesä 202228min

What’s On Your Balance Sheet?

What’s On Your Balance Sheet?

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to ...

19 Kesä 202231min

Investing Opportunities in Transforming Office Space

Investing Opportunities in Transforming Office Space

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is t...

18 Kesä 202227min

Market Whiplash, Emerging Trends, and Battling Tech Giants

Market Whiplash, Emerging Trends, and Battling Tech Giants

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday ...

17 Kesä 202239min

Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare

Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers ...

16 Kesä 202226min

0.75 Rate Hike Gets Thumbs-Up From Investors

0.75 Rate Hike Gets Thumbs-Up From Investors

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower i...

15 Kesä 202222min

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