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)

Big Retail, Apple, and the Fight for "Taco Tuesday"

Big Retail, Apple, and the Fight for "Taco Tuesday"

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy liftin...

19 Mai 202339min

TikTok's 1st Ban

TikTok's 1st Ban

Is Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares o...

18 Mai 202322min

Short-Seller vs Prize Fighter

Short-Seller vs Prize Fighter

What happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized ...

17 Mai 202325min

Buffett's Latest Buys (and Sells)

Buffett's Latest Buys (and Sells)

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. (00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter r...

16 Mai 202333min

Time To Buy Golf Stocks?

Time To Buy Golf Stocks?

Sometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skep...

15 Mai 202329min

Making Cash vs Preserving Money

Making Cash vs Preserving Money

If you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washin...

14 Mai 202326min

Foolish Advice for College Grads

Foolish Advice for College Grads

Congratulations on finishing up college! So what are you going to do now?   Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss:  - What to do when ...

13 Mai 202323min

Alphabet's Event Serves Notice To Wall St.

Alphabet's Event Serves Notice To Wall St.

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The l...

12 Mai 202339min

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