Ryan henderson and jose naharo join ricky mulvy for buverses. Chairs of fir are down more than 70 % this year. Is this former high flier, now a by and his shop fis moat wide enough to keep amazon at bay? Ryan: The business is so stable that if there were some sort of thesis changing event there would be no way to avoid the news. Jose: When mc cormick made that r b fos acquisition, that didn't sneak under the radar.
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
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