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

Avsnitt(2114)

Nike, FedEx, and The Fed

Nike, FedEx, and The Fed

The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming F...

21 Dec 202227min

Is TikTok Too Big To Ban?

Is TikTok Too Big To Ban?

The digital advertising landscape is shifting. (0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce...

20 Dec 202220min

Barron's Top Stock Picks

Barron's Top Stock Picks

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Incl...

19 Dec 202230min

Aswath Damodaran on the Fed, Inflation, and Valuation

Aswath Damodaran on the Fed, Inflation, and Valuation

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuat...

18 Dec 202227min

Same Data, Different Conclusions

Same Data, Different Conclusions

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Ma...

17 Dec 202229min

Best & Worst of 2022

Best & Worst of 2022

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbes...

16 Dec 202239min

Are College Bowl Sponsorships Worth It?

Are College Bowl Sponsorships Worth It?

With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an e...

15 Dec 202225min

Tesla Shareholders Are Nervous (They Should Be)

Tesla Shareholders Are Nervous (They Should Be)

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moder...

14 Dec 202219min

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