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(2103)

EVs Get Supercharged

EVs Get Supercharged

Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon.  (00:...

21 Jun 202327min

PayPal's Growth Story

PayPal's Growth Story

DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy ...

20 Jun 202327min

UFC Economics

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You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and ...

18 Jun 202329min

The Evolution of Urbanism

The Evolution of Urbanism

For the past century, cities have centered around work. What happens when that’s no longer the case?  Deidre Woollard and Matt Argersinger discuss: What downtowns might look like when they become m...

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The New Bull Market

The New Bull Market

Some are saying it’s a bull market, we’re calling it a giddy one.  (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a sma...

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Selling Secrets Across The Globe

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A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong? (00:15) Bill Mann and Deidre Woollard discuss: ...

15 Jun 202327min

Netflix’s Promising Next Act

Netflix’s Promising Next Act

Netflix’s is aiming to return to growth by cracking down on password sharing. (00:12) Jim Mueller and Dylan Lewis discuss: The encouraging data behind Netflix’s password crackdown and ad-supported...

14 Jun 202326min

An Inflection Point for adidas

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Inflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - ...

13 Jun 202329min

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