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

Episoder(2108)

Mattel’s Filmmaking Strategy

Mattel’s Filmmaking Strategy

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.  Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie...

22 Jul 202321min

Netflix and Tesla Play With Pricing

Netflix and Tesla Play With Pricing

International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported. (00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing...

21 Jul 202339min

Cashing In On Chips

Cashing In On Chips

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss: The challenges with standing up semiconduc...

20 Jul 202328min

Carvana’s Bet on Debt Restructuring

Carvana’s Bet on Debt Restructuring

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.  (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the c...

19 Jul 202327min

Schwab Is Not SVB

Schwab Is Not SVB

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Shar...

18 Jul 202326min

The EV Truck War Is Officially On

The EV Truck War Is Officially On

Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compare...

17 Jul 202330min

A Marketplace of Ideas

A Marketplace of Ideas

So, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs...

16 Jul 202327min

Hand-Wavy Finance

Hand-Wavy Finance

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techn...

15 Jul 202323min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
okonomiamatorene
lederpodden
rss-markedspuls-2
flypodden
rss-trygg-av-natur