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(2100)

What Real Estate and Stock Investors Have In Common

What Real Estate and Stock Investors Have In Common

Owning companies can help you build wealth. So can real estate. Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate P...

28 Jan 202425min

Fool School: The Dividends Show

Fool School: The Dividends Show

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.  Ricky Mulvey caught up with Fool analysts Matt Argersinger ...

27 Jan 202428min

Microsoft’s Reminder: Don’t Sleep on Giants

Microsoft’s Reminder: Don’t Sleep on Giants

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast coul...

26 Jan 202440min

Tesla Learns To Surf

Tesla Learns To Surf

(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying o...

25 Jan 202430min

Margin Game

Margin Game

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML’’s surging revenue, and ...

24 Jan 202428min

Netflix Gets Raw

Netflix Gets Raw

One of the biggest shows on cable is leaving for streaming. (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor & Gamble’s quarter and write down of Gill...

23 Jan 202433min

The Ups And Ups Of The Stock Market

The Ups And Ups Of The Stock Market

What’s behind this latest rally? (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy...

22 Jan 202431min

Pixar Co-Founder on AI and Storytelling

Pixar Co-Founder on AI and Storytelling

Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.  Ricky Mulvey caught u...

21 Jan 202430min

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