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(2134)

The Kids Aren’t Alright (Banks, However, Are)

The Kids Aren’t Alright (Banks, However, Are)

In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has ...

14 Okt 202520min

3 Broken Breakers Worth Buying

3 Broken Breakers Worth Buying

Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers? Karl Thiel, Rick Munarriz, ...

13 Okt 202529min

Interview with Docusign CEO Allan Thygesen

Interview with Docusign CEO Allan Thygesen

Docusign is a leader in the e-signatures and contract management tools market. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and contributor Toby Bordelo...

12 Okt 202519min

Enjoying a Richer Retirement, and an IRA Scam

Enjoying a Richer Retirement, and an IRA Scam

How does spending change over the course of your life, and why it might mean you could spend more in retirement. Robert Brokamp discusses those topics and more – including why the 4% withdrawal rate i...

11 Okt 202523min

What Can History Teach Us About Investing in 2025?

What Can History Teach Us About Investing in 2025?

What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re ap...

10 Okt 202542min

ETFs are for the Memes (again)

ETFs are for the Memes (again)

Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks ...

9 Okt 202525min

The AI App Store Moment

The AI App Store Moment

OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech compan...

8 Okt 202526min

Tariffs, Social Shopping, and an EV Reset

Tariffs, Social Shopping, and an EV Reset

As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working”...

7 Okt 202528min

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