It is important to have your portfolio should let you sleep soundly at night. The exciting stocks grab all the headlines and for good reason because their businesses could legitimately, you know, 5x or 10x or even more over the next few years. But they're exciting for the same reason that it's exciting to go into a casino in some respects: There's a chance that things are going to go really well and a chance that Things are going to get really bad.
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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