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)

Golden Arches Still Gleam

Golden Arches Still Gleam

Is chicken the new beef? McDonald’s is innovating to please global palates. (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to dr...

5 Helmi 202432min

Aswath Damodaran: Read Less. Think More.

Aswath Damodaran: Read Less. Think More.

Want to follow the great investors? Then good luck beating the market. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Dam...

4 Helmi 202440min

The War Below

The War Below

Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.  Ernest Scheyder is a Reuters reporter covering the clean energy trans...

3 Helmi 202425min

Big Tech: AI, Devices, and Dividends

Big Tech: AI, Devices, and Dividends

A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how ...

2 Helmi 202440min

Powell’s No-Action Streak

Powell’s No-Action Streak

Prospects for a rapid string of rate cuts may be fading. That’s actually good news. (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s ...

1 Helmi 202430min

Finding AI in Big Tech Earnings

Finding AI in Big Tech Earnings

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. (00:21) Asit Sharma and Dylan Lew...

31 Tammi 202430min

3 Ingredients for a Happy Retirement

3 Ingredients for a Happy Retirement

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it? (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch...

30 Tammi 202429min

Roomba Go Home

Roomba Go Home

Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear. (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - ...

29 Tammi 202434min

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