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(2098)

Meet the Fool: Jason Moser

Meet the Fool: Jason Moser

Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.  Jason Moser is a Senior Analyst at The Motley Foo...

16 Kesä 202420min

Meet the Fool: Asit Sharma

Meet the Fool: Asit Sharma

How do you go from writing poetry to reading 10Ks for a living?  Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long abo...

15 Kesä 202419min

Apple Shows Intelligence, Fed Signals Caution

Apple Shows Intelligence, Fed Signals Caution

Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 . (00:21) Ja...

14 Kesä 202440min

Oracle and the AI Boom

Oracle and the AI Boom

Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (...

13 Kesä 202430min

How to Greet the Next Bear Market

How to Greet the Next Bear Market

If everyone else is buying, should you be too? (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by. Then, at (16:10) Alex ...

12 Kesä 202425min

What Apple Didn’t Say

What Apple Didn’t Say

It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant...

11 Kesä 202430min

We Can Fix You, Southwest

We Can Fix You, Southwest

Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup lea...

10 Kesä 202431min

Ozempic’s Unknowns

Ozempic’s Unknowns

Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extra...

9 Kesä 202436min

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