Shooting the Bull With Drowsy and Bear

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, AXO...

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 s...

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 Ax...

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,...

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:...

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....

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

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

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)

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)

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 episo...

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, AL...

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 en...

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

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...

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

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 opportun...

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...

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

On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.

On this July 2025 episode, Bear and Drowsy talk the markets at the tippiest of tippy heights and how they are navigating some extreme valuations. Bear brings up names from past bull markets and talks his investing strategy. Drowsy talks recent buys and shelling out bets on the first $10 trillion dollar company. Also, be on the look out for some additional Shooting the Bull episodes. Stocks Mention...

On this June 2025 episode, Bear and Drowsy talk a rip roaring market and what their doing. Bear takes the under on the most richly valued stocks and deep dives on valuation metrics. Drowsy talks long term mindset and how he approaches holding 30 and 100 bagger. Stocks Mentioned: PLTR, SNOW, LULU, NKE, TSLA, RDDT, APP, NET, CRWD, NVDA, OSCR, HIMS, AXON, and More

On this May 2025 episode, Bear and Drowsy talk about their investing journey, the genesis of their partnership and podcast, and monthly updates. Bear talks about his investing strategy and Drowsy has a run in with some so-called "doctors". Stocks Mentioned: RDDT, AMZN, MELI, RBRK, NVDA, AXON, TTD, APP, and More. Thanks To Our Listeners.

Introducing our new Podcast "Shooting the Bull With Drowsy and Bear", where we will talk stocks, investing, monthly portfolio reviews, and more. Same guys from Twitter, now with an upgraded platform. Let the fun begin.