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(2116)

How to Evaluate Company Leadership

How to Evaluate Company Leadership

You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce...

19 Mar 202224min

0.25% Increase? No Problem!

0.25% Increase? No Problem!

For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes t...

18 Mar 202239min

Russia/China: What's Next?

Russia/China: What's Next?

Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs.  (0:20) Bill Mann discusses: - How Russia's market ...

17 Mar 202220min

Meet Starbucks' New Boss (Same As The Old Boss)

Meet Starbucks' New Boss (Same As The Old Boss)

Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks. (0:20) Jason Moser discusses: - The company's board of directors taking th...

16 Mar 202226min

Chinese Stocks? Not Now.

Chinese Stocks? Not Now.

The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors? (0:20) Bill Mann discusses: - Why China's government is happy with the SEC's...

15 Mar 202227min

How to Be Less Emotional About Stocks

How to Be Less Emotional About Stocks

It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders. (0:20) Jason Moser discusses: - A Berkshire-Hathaway shareholder proposal to ha...

14 Mar 202232min

Understanding the Oligarchs

Understanding the Oligarchs

Best-selling author Ben Mezrich has captured the attention of millions of readers with his true-life books about Facebook ("The Accidental Billionaires") and Las Vegas ("Bringing Down The House"). In ...

13 Mar 202230min

Financial Metrics that Actually Drive Profits

Financial Metrics that Actually Drive Profits

A company's financials are more than just a set of numbers. They can tell a story that helps us understand the core of a business and where its growth opportunity lies. John Rotonti talks with fellow...

12 Mar 202222min

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