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)

Becky Quick, Mark Cuban

Becky Quick, Mark Cuban

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making th...

23 Des 202239min

Following Buffett, Bull vs. Bear: Etsy

Following Buffett, Bull vs. Bear: Etsy

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's l...

22 Des 202220min

Nike, FedEx, and The Fed

Nike, FedEx, and The Fed

The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming F...

21 Des 202227min

Is TikTok Too Big To Ban?

Is TikTok Too Big To Ban?

The digital advertising landscape is shifting. (0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce...

20 Des 202220min

Barron's Top Stock Picks

Barron's Top Stock Picks

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Incl...

19 Des 202230min

Aswath Damodaran on the Fed, Inflation, and Valuation

Aswath Damodaran on the Fed, Inflation, and Valuation

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuat...

18 Des 202227min

Same Data, Different Conclusions

Same Data, Different Conclusions

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Ma...

17 Des 202229min

Best & Worst of 2022

Best & Worst of 2022

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbes...

16 Des 202239min

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