Shopify’s Comeback Story

Shopify’s Comeback Story

The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive supplier that can provide a ballast for portfolios. - Why excitement about the market right now isn’t quite a mania. Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection. Got a question for the show? Email us at podcasts@fool.com. Companies/tickers discussed: SHOP, ALV, RCL Visit our sponsor at www.public.com/motleyfool Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineer: Rick Engdahl Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more Learn more about your ad choices. Visit megaphone.fm/adchoices

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Warren Buffett’s Last Hurrah

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Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software...

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14 Feb 21min

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We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. The...

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Shopify’s Whiplash Day

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It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. T...

12 Feb 24min

Subscription Prices Are Going Up Again

Subscription Prices Are Going Up Again

Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will di...

11 Feb 16min

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