Shooting the Bull With Drowsy and Bear

Episode

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  Episode 24: WPR on Finding The Next Great Thing 16.07.2026 1j 7mnt

  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 growth portfolio management and what an ideal growth portfolio could look. WPR then talks about his strategy for identifying and building conviction, as well as, some of his mega winners. Bear and Drowsy ask about all the major AI investing trends: memory, optics, and neoclouds. And to end the episode the three talk.... poker.A must listen episode for growth investors.Stocks Mentioned: ALAB, NVDA, CRDO, MU, FIGR, HNGE, SIMO, and More
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  Episode 23: Investment Breakthrough, Finally 29.06.2026 59mnt

  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. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIGR, NBIS, SIMO, and More
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  Episode 22: Crossover With Wall Street Wildlife 30.05.2026 1j 28mnt

  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 origin story, how to value fast growing companies, and some major winners we are all watching. All four investors talk style and risk tolerance. Finally, Bear, Drowsy, Krzysztof, and Luke give some stocks on their radar!Stocks mentioned: AXON, NVDA, IREN, RKLB, ASTS, MELI, and More!A big thanks to the WSW crew and check out their Pod and Youtube.Spotify: https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8izYoutube:https://www.youtube.com/@WallStreetWildlife
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  Episode 21: Josh Isner on Axon's Journey and Future 18.05.2026 49mnt

  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 hitting their stride. Drowsy fan boys and asks about drones and counter-drones, international expansion, and enterprise growth. Bear and Josh talk investing numbers and how that intersects Axon's dominating position. The guys finish up talking about Axon as an investment and prevalent investing narratives.A special thanks to Josh and the Axon team.
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  Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds" 30.04.2026 1j 16mnt

  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 too late, valuation wise" on the AI trade. We discuss how we are still maybe not even on the field yet to use a baseball analogy of what AI, and investing in AI, may become. And as always, Bear and Drowsy share portfolio updates in their ever long investing battle.Stocks mentioned: NVDA, GOOG, AMZN, VRT, ETN, GEVN, PWH, RBRK, CRWD, and More
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  Episode 19: Investing Trench Warfare and Portfolio Updates 10.04.2026 42mnt

  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 valuation. Drowsy and Bear talk about ecommerce plays and how to manage in a treacherous market. Finally, they talk portfolios and update the scoreboard in the ever long portfolio battle.Stock Mentioned: NVDA, CRWD, CRDO, ALAB, PLTR, TEAM, MELI, SE, AXON, and More
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  Episode 18: Tim Beyers on the SaaS-pocolypse and AI Disruptions 25.03.2026 37mnt

  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 walks Drowsy and Bear through the levels of disruption for various SaaS companies. Drowsy and Bear "hire" Tim as the pod's new CFO. We wrap up talking about some stocks on our SaaS radar.A must listen episode for tech investors and understanding the early days of AI disruption.Stock Mentioned: CRWD, MNDY, CRM, TOST, FIG, TEAM, ADBE, NOW, and More.
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  Episode 17 - Market Stop Light Sesh RDDT, NBIS, SpaceX 11.03.2026 10mnt

  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 - Nebius (NBIS)- Red Light - SpaceX, RKLB, ASTS
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  Episode 16: Earnings Palooza And Portfolio Battle 06.03.2026 51mnt

  On this March episode of 2026, Bear and Drowsy break down earnings for many widely held companies. Bear preaches about some beaten down E-commerce stocks, while Drowsy talks long term winners. Bear and Drowsy review portfolios and who is leading this month.A must listen recap of earnings!Stocks Mentioned: NVDA, AXON, CRWD, MELI, SE, FIGR, ALAL, CRDO, and More
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  Episode 15 - Market Stoplight Sesh AXON, MELI, & Citrini 25.02.2026 12mnt

  On this second Market Stoplight Sesh, Drowsy and Bear recap some of the craziness from Q4 earnings and foot stomp not responding to every viral post.This week's stoplight: AXON (Green), MELI (Yellow), and Citrini/doomsday predictions (Red)
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  Episode 14 - Market Stoplight Sesh APP, CRWD, & 20% Growth 18.02.2026 11mnt

  On this inaugural market stoplight session, Drowsy and Bear introduce the newest type of episode to the Shooting the Bull pod. Drowsy and Bear each week will briefly discuss an idea their bullish (green light), cautious on (yellow light), and bearish (red light).This week's: APP & FIGR (Green); CRWD, ZS, PANW, RBRK (Yellow); 20% Growth (Red)
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  Episode 13: Jason Moser On Surviving and Thriving During Market Downturns 04.02.2026 1j 1mnt

  On this special February 2026 episode, Bear and Drowsy host Motley Fool Senior Analyst Jason Moser for a discussion on surviving the major pullback in tech and growth companies. We talk strategies for surviving the SAAS-pocolypse and key themes and metrics to look for in the wreckage. Drowsy and Jason nerd out about Axon and its future. We wrap up with some stocks on our radar.A must listen episode to help investors ride out the rough growth investing seas.Stocks Mentioned: NVDA, AXON, RBRK, FOUR, AMZN, MELI, IOT, SE, CRM, MA, V
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  Episode 12: Portfolio Tailwinds for 2026 10.01.2026 42mnt

  On this first episode of 2026, Bear and Drowsy reflect on 2025 winners and losers and portfolio strategies. Bear heads down a larger number of holdings road, while Drowsy does the opposite. Bear and Drowsy also talk intriguing stocks of the new year and what they are watching for as 2026 kicks off.A must listen to start 2026 off right.Stocks Mentioned: NVDA, AXON, RBRK, FOUR, AMZN, MELI, TTD, ALAB, CRDO, GOOG, and More
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  Episode 11: End of Year Investor Round-Table Bonanza 22.12.2025 1j 25mnt

  On this final episode of 2025, Bear and Drowsy host the show's first annual investor round-table with Brian Stoffel of Long-Term Mindset, WPR of Growth Investing Mastery, and Stock Novice. We took a look back at what surprised us in 2025, the stocks that moved the market and facilitated us to rethink our strategies, and highlighted some stocks and sectors we are watching for in 2026. And no end of the year show would be complete without some bold predictions for next year.A must listen for all investors as 2025 comes to a close and 2026 is right around the corner!Stocks Mentioned: NVDA, SE, MELI, FOUR, IREN, TTD, APP, RDDT, GOOG, ALAB, CRDO, and More
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  Episode 10: Monthly Portfolio Updates and Investing Lessons 03.12.2025 45mnt

  On this December 2025 episode, Bear and Drowsy provide their portfolio updates, talk through key new holdings and the AI trade, and discuss potential investing strategy changes. Bear discusses his big five holdings, while Drowsy discusses his worst month in a while and what he's watching for in NVDA, Axon, and more.Stocks Mentioned: NVDA, AXON, AMZN, MELI, SE, IREN, NBIS, ALAB, GOOG, and More
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  Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here 20.11.2025 1j

  On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More
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  Episode 8: Investing Lessons From 2021 for 2025 Craziness and Monthly Portfolio Updates 29.10.2025 45mnt

  On this October 2025 episode, Bear and Drowsy talk about lessons learned from investing in 2021 and what it means for 2025's crazy markets. The duo then talks about portfolio management strategies and Bear attempts an intervention for Drowsy due to his outsized NVDA position.Stocks mentioned: NVDA, PLTR, AXON, MSFT, RBRK, FOUR, MELI, AMZN, ALAB and More
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  Episode 7: Andrea James on IMDX's Bright Future, Democratizing Molecular Diagnostics, and Investing Thoughts 07.10.2025 1j

  On this special October 2025 episode, Bear and Drowsy put on their lab coats and talk with Insight Molecular Diagnostics' (IMDX) Chief Financial Officer Andrea James on IMDX's strategy to build a moat in the race to democratize molecular diagnostics. Drowsy has one of his proudest investing moments. Bear, Drowsy, and AJ then discuss disrupting incumbents, what asymmetric investing opportunities and risks are emerging for IMDX, and a bit on broader investing strategies.Stocks mentioned: IMDX, AXON, NVDA, and TSLA
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  Episode 6: Brad Freeman on Riding Out Market Trends and Finding Winners 30.09.2025 1j 7mnt

  On this special October 2025 episode, Bear and Drowsy talk with Brad Freeman of the StockMarketNerd newsletter on his investing style, how to ride out euphoria waves, cyber security investing, and his thinking on what's next for major market winners. We also discuss filtering out the noise and hit Brad with rapid fire questions on some of the most trending stocks in the investing world. Stocks Mentioned: PLTR, AMZN, RBRK, UBER, DOUL, TSLA, MELI, HOOD, and More
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  Episode 5: Olivia Newton John, Inundated, and Monthly Portfolio Updates 26.08.2025 48mnt

  On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More