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

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FTX Collapse: Lessons for Investors

FTX Collapse: Lessons for Investors

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest i...

30 Nov 202229min

Commodities...Seriously?

Commodities...Seriously?

With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines a...

29 Nov 202220min

China Protests Hit U.S. Stocks, NFL Viewing Hits New Record

China Protests Hit U.S. Stocks, NFL Viewing Hits New Record

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other ...

28 Nov 202218min

What Really Drives Stocks Higher?

What Really Drives Stocks Higher?

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein ...

27 Nov 202224min

Hidden Moats

Hidden Moats

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies...

26 Nov 202226min

4 Stocks We're Thankful For

4 Stocks We're Thankful For

Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss:  - Humble Pie (aka, stocks we were wrong about)  - Stocks we're thankful for  - Turkey stocks t...

25 Nov 202239min

Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions

Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - Wh...

24 Nov 202257min

“$5 Billion Feels Like Overkill”

“$5 Billion Feels Like Overkill”

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:  - Questions about Autodesk’s capital allocation strategy.  - No...

23 Nov 202226min

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