Shopify: Bull vs. Bear

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 8 August 2022

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	In video it provides new guidance and we've got a bull versus bear on Shopify.
0:09.6	Motley full money starts now.
0:11.6	I'm Chris Hill, joining me in studio.
0:22.9	Motley full senior analyst Jason Moser.
0:24.9	Good to be here.
0:25.9	Good to be here indeed.
0:27.1	Happy Monday.
0:28.1	Happy Monday.
0:29.1	Happy Monday so much for Nvidia because Nvidia is scheduled to issue its next earnings
0:33.5	report on August 24th.
0:36.2	But this morning the graphics chipmaker released preliminary earnings that show
0:40.5	second quarter revenue is going to be.
0:43.1	Let's just call it 15 to 20% lower than they had previously guided for and shares of
0:48.7	Nvidia are down about 8%.
0:50.2	Yep, that's an attention getter and it is a risk that comes with a business like
0:55.1	this when demand for a given sector slows down.
0:59.2	We talk a lot about companies that have pulled forward a lot of growth over the past couple
1:02.6	of years for obvious reasons.
1:04.6	Nobody is immune I think that Nvidia certainly realized this to an extent as well because
1:09.2	this revenue shortfall this adjustment downward is really primarily due to gaming headwinds
1:17.1	right and they've been witnessing gaming tailwinds over the past couple of years as folks
1:21.8	have spent a little bit more time inside and do another things.
	...

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