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(2135)

401(k) Millionaires and Maximizing Your HSA

401(k) Millionaires and Maximizing Your HSA

No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Pric...

13 Sep 202526min

Media Merger Mania Strikes Again

Media Merger Mania Strikes Again

We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers...

12 Sep 202542min

The Mortgage Market Gets its Groove Back

The Mortgage Market Gets its Groove Back

Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it’s bringing buyers and ref...

11 Sep 202521min

Apple’s New iPhones and Oracle’s AI Bounce

Apple’s New iPhones and Oracle’s AI Bounce

We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss: ...

10 Sep 202521min

Dave Gilboa, co-Founder and co-CEO of Warby Parker

Dave Gilboa, co-Founder and co-CEO of Warby Parker

Warby Parker’s has serious AI glasses plans with Google. Tom Gardner, Tim Beyers, and Dave Gilboa discuss: Explaining Warby Parker’s business to a 10-year-old Plans for those AI glasses...

9 Sep 202523min

Our Biggest Regret

Our Biggest Regret

Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stoc...

8 Sep 202519min

Interview with Tom Slater, Head of U.S. Equities at Baillie Gifford

Interview with Tom Slater, Head of U.S. Equities at Baillie Gifford

Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-t...

7 Sep 202523min

When to Hire an Advisor, and It Pays to Hug Your Job

When to Hire an Advisor, and It Pays to Hug Your Job

Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim ab...

6 Sep 202522min

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