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(2101)

Big Banks and Big Rates

Big Banks and Big Rates

The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.  (00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for bi...

13 Loka 202340min

Emergency Pizza, Stat!

Emergency Pizza, Stat!

It’s hard to bet against the enduring appeal of everyone’s favorite dinner. (00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importa...

12 Loka 202331min

Google, DOJ, and Default Inertia

Google, DOJ, and Default Inertia

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.  (00:21) Tim ...

11 Loka 202328min

Disney’s Activist Investor (Reprise)

Disney’s Activist Investor (Reprise)

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down fr...

10 Loka 202331min

Add To Cart

Add To Cart

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of th...

9 Loka 202329min

Walter Isaacson on Elon Musk

Walter Isaacson on Elon Musk

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?  Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The imp...

7 Loka 202349min

EVs and Inside Elon Musk’s Mind

EVs and Inside Elon Musk’s Mind

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.  (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card deli...

6 Loka 202340min

The Future Of The American Drinker

The Future Of The American Drinker

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and...

5 Loka 202329min

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