I think you'll find over time that ecause you said something i was absolutely thinking, which is the whole a, look, sometimes it doesn't work out for he stock. At the other end of the spectrum, i think there's also the possibility for businesses that are so stable, even though they represent a larger part of your portfolio. And then on the other side, yet, you have businesses that are just so staid, so stable, so reliable. I've got to call out mc cormick here, because it's just one that i've owned for years, and i put it in that bucket - right? But i do, i do appreciate bringing that point up
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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