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(2095)

Nate Silver on Gambling, VCs, and AI

Nate Silver on Gambling, VCs, and AI

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.  Silver jo...

10 Elo 202451min

Big Trouble or Business as Usual?

Big Trouble or Business as Usual?

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindfu...

9 Elo 202439min

Two Growth Stories

Two Growth Stories

Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could ...

8 Elo 202430min

Another Wild Day in the Market

Another Wild Day in the Market

(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The im...

7 Elo 202430min

“Since When Has The Fed Known Anything about The Economy?”

“Since When Has The Fed Known Anything about The Economy?”

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others...

6 Elo 202430min

The Carry Trade, Nikkei, and Your Portfolio

The Carry Trade, Nikkei, and Your Portfolio

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.  (00:21) Jason Moser and Dylan Lewis discuss:...

5 Elo 202428min

Where Marvel Goes Next

Where Marvel Goes Next

After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest...

4 Elo 202431min

Unit X and the Future of Defense

Unit X and the Future of Defense

Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.  Chris Kirchoff and Raj Shah are the two men who built that u...

3 Elo 202429min

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