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(2114)

SPACs Revisited

SPACs Revisited

Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, ...

21 Mai 202226min

Michael Lewis on Crypto, NFTs, and How to Spot Real Experts

Michael Lewis on Crypto, NFTs, and How to Spot Real Experts

S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss: - How history shows staying invested through downtu...

20 Mai 202239min

The Lipstick Effect

The Lipstick Effect

What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses: - TJX defying the recent trend of retailers struggling - How TJX can potentially smooth out its results in good economi...

19 Mai 202219min

Retail's Inventory Problem

Retail's Inventory Problem

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should hav...

18 Mai 202223min

Walmart & Home Depot vs. Inflation

Walmart & Home Depot vs. Inflation

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a bla...

17 Mai 202227min

McDonald's Exits Russia (Who's Next?)

McDonald's Exits Russia (Who's Next?)

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a maj...

16 Mai 202224min

Money Lessons from Gandhi, Dante, and Chimpanzees

Money Lessons from Gandhi, Dante, and Chimpanzees

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Br...

15 Mai 202224min

Capital Allocation: The Superpower of (Some) Public Companies

Capital Allocation: The Superpower of (Some) Public Companies

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company d...

14 Mai 202228min

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