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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100% Stocks for Retirement?

100% Stocks for Retirement?

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and ...

19 Joulu 202331min

One Deal Begins As Another Ends

One Deal Begins As Another Ends

(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidr...

18 Joulu 202332min

Marvel Cinematic Universe: Origins and Future

Marvel Cinematic Universe: Origins and Future

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Mar...

17 Joulu 202338min

Live from Denver: The State of Tech Investing

Live from Denver: The State of Tech Investing

The money ain’t flowing like it used to. What’s a tech investor to do?  Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up w...

16 Joulu 202330min

2023 in Review: Nvidia, Interest Rates, Taylor Swift

2023 in Review: Nvidia, Interest Rates, Taylor Swift

We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for inves...

15 Joulu 202340min

Survivor Takeover!

Survivor Takeover!

“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a c...

13 Joulu 202315min

Netflix Has Cash

Netflix Has Cash

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer,...

12 Joulu 202328min

Would A Macy’s Buyout Be A Miracle On 34th Street?

Would A Macy’s Buyout Be A Miracle On 34th Street?

Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores...

11 Joulu 202330min

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