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(2115)

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

Money Advice from Moms

Money Advice from Moms

Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is ...

11 Mai 202321min

Writers Strike & The Future of Streaming

Writers Strike & The Future of Streaming

The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on ...

10 Mai 202319min

Guidance Trumps Results...Again

Guidance Trumps Results...Again

Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting. (00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance...

9 Mai 202324min

Buffett on Apple, Banks, and Value Investing

Buffett on Apple, Banks, and Value Investing

When Warren Buffett speaks, investors and Wall Street tend to listen. (00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comm...

8 Mai 202322min

The Power of Optionality

The Power of Optionality

The pessimist believes that setbacks become one’s identity. The optimist believes something else.  Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice...

7 Mai 202331min

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