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(2104)

An Inflection Point for adidas

An Inflection Point for adidas

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

Icahn Gets His Way

Icahn Gets His Way

Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition? (00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s C...

12 Jun 202325min

Are Banking Relationships Sticky?

Are Banking Relationships Sticky?

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then? Motley Fool Senior Analyst Bill Mann cau...

11 Jun 202322min

“No One Will Ever Need a PC in Their Homes.”

“No One Will Ever Need a PC in Their Homes.”

A new technology won’t go far unless it solves a migraine-level problem.  Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss: - How investors can think about adoption l...

10 Jun 202330min

Spatial Computing and Safety Deposit Boxes in the Sky

Spatial Computing and Safety Deposit Boxes in the Sky

Will mixed reality win out over virtual reality? And is crypto a security?  (00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial compu...

9 Jun 202339min

Game over for GameStop’s CEO

Game over for GameStop’s CEO

GameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - ...

8 Jun 202321min

Mixed Signals From Real Estate and Regional Banks

Mixed Signals From Real Estate and Regional Banks

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.  (00:15) Bill Mann and Dylan Lewis discuss: How rising rates and lo...

7 Jun 202327min

Apple's $3500 "Snowboard Goggles"

Apple's $3500 "Snowboard Goggles"

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.” (00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product...

6 Jun 202324min

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