I like that sleep at night sort of litmus test. It's a pretty easy one. If you're not able to sleep at night because you're worried about your portfolio, then that's the clearest sign of any that maybe you need to do something. Maybe you need to rebalance or rethink your strategy. And a lot of that kind of boils down to where you are in your investing journey and we'll get to that point later here in the show.
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.
(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd
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