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(2100)

A Stock To Spice Things Up

A Stock To Spice Things Up

Love can be stubborn and so can inflation. (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street’s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partners...

13 Helmi 202429min

Are Big Ads Worth The Spend?

Are Big Ads Worth The Spend?

Celebrities, talking cats, and bad animation, did those Big Game ads connect? (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The incre...

12 Helmi 202432min

The Next Internet

The Next Internet

Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a ...

11 Helmi 202428min

Stocks for the Big Game

Stocks for the Big Game

Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history. Mary Long caught up with Motley Fool Sen...

10 Helmi 202427min

Big Wins: Burrito, Music, Ride-Hailing

Big Wins: Burrito, Music, Ride-Hailing

The industry defining companies continue to win in fast-casual, music streaming, and transportation. (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how th...

9 Helmi 202440min

Disney’s New Magic: Saving Money

Disney’s New Magic: Saving Money

Disney’s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP i...

8 Helmi 202432min

No Artificial Sweetener for Uber

No Artificial Sweetener for Uber

Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?  (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time ...

7 Helmi 202435min

See SPOT Run

See SPOT Run

Investors don’t want to wait for interest rate cuts. (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real est...

6 Helmi 202428min

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