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(2111)

Expectations Investing with Michael Mauboussin

Expectations Investing with Michael Mauboussin

Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interv...

3 Sep 202226min

Fall Preview for Investors

Fall Preview for Investors

With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and ...

2 Sep 202239min

Wake Me Up When September Ends

Wake Me Up When September Ends

When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. (0:25) Jason Moser discusses: - Okta shares falling 30% as the company deals with ...

1 Sep 202219min

12 Free Resources for Investors

12 Free Resources for Investors

Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list: Web...

31 Aug 202217min

1 Hidden Tech Stock, 92 Birthday Candles for Warren Buffett

1 Hidden Tech Stock, 92 Birthday Candles for Warren Buffett

Day 2 and we're live (again) from FoolFest 2022! (0:21) Tim Beyers discusses: - Why Walmart is the un-tech tech stock - Interview highlights from investor Michael Mauboussin and author Annie Duke ...

30 Aug 202212min

Unexpected Inflation, More Acquisitions, VC Mindset

Unexpected Inflation, More Acquisitions, VC Mindset

We're live from FoolFest 2022 and we've got highlights from the day so far! (0:21) Bill Mann discusses: - How the cost of power is putting English pubs in danger - The specific type of acquisition he...

29 Aug 202212min

YouTube’s Rocky Road to the Top

YouTube’s Rocky Road to the Top

Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006. Bloomberg reporter Mark Bergen is the author of t...

28 Aug 202232min

David Gardner on Investing During Tough Markets

David Gardner on Investing During Tough Markets

2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make. Chris Hill tal...

27 Aug 202222min

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