On this September 2026 episode, Bear and Drowsy talk about their stances on the AI trade, how high fliers can "land the plane" with decelerating growth, and an update on their portfolio battles. The…
On this August 2026, Bear and Drowsy welcome back Axon Enterprise's President Josh Isner to discuss Axon's recent quarter and answer listener questions. Josh describes how Axon is "firing on all…
On this week's Market Stoplight Session, Drowsy and Bear give stocks and themes they are bullish on, neutral on, and bearish on. This week's stoplight:- Green Light - Reddit (RDDT)- Yellow Light -…
On this July 2026 episode, Bear and Drowsy welcome back Growth Investing Mastery's WPR to learn how he finds opportunities in the market before everyone else sees them. Bear, Drowsy, and WPR discuss…
On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy.…
On this May 2026 episode, Bear and Drowsy joined Krzysztof and Luke for a crossover Shooting the Bull Pod and Wall Street Wildlife Investing episode. In this wide ranging episode, Bear and Drowsy talk…
On this May 2026 episode, Bear and Drowsy welcome Axon Enterprise's President Josh Isner to discuss why Axon has passed an inflection point. Josh describes how Axon's various fast growing segments are…
On this April 2026 episode, Bear and Drowsy check back in on the AI build out with John Rotonti of Bastion Fiduciary. John talks pix and shovels of the AI build out and answers questions on if "we are…
On this April 2026 episode, Bear and Drowsy talk about investing trench warfare and how they are managing a brutal market. Bear talks about the disconnect between fast growing companies and their…
On this March 2026 episode, Bear and Drowsy host Motley Fool Senior Analyst Tim Beyers for a discussion on how resilient or not Software as a Service (SaaS) companies are as the AI wave crests. Tim…