Shooting the Bull With Drowsy and Bear

Drowsy Investor
  • 5.0 (10)
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Two old guys talking stocks, investing strategies, and in a casual race to see who invests better. We have on guests from across the investing and stock picking world. And we talk about many of the most common stock names. So the same sleepy and trigger happy investors that got their start on Twitter… now with their own pod.

  1. 3H AGO

    Episode 14 - Market Stoplight Sesh APP, CRWD, & 20% Growth

    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)

    11 min

  2. FEB 4

    Episode 13: Jason Moser On Surviving and Thriving During Market Downturns

    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

    1h 1m

  3. JAN 10

    Episode 12: Portfolio Tailwinds for 2026

    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

    43 min

  4. 12/22/2025

    Episode 11: End of Year Investor Round-Table Bonanza

    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

    1h 25m

  5. 12/03/2025

    Episode 10: Monthly Portfolio Updates and Investing Lessons

    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

    46 min

  6. 11/20/2025

    Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here

    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

    1h 1m

  7. 10/29/2025

    Episode 8: Investing Lessons From 2021 for 2025 Craziness and Monthly Portfolio Updates

    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

    45 min

  8. 10/07/2025

    Episode 7: Andrea James on IMDX's Bright Future, Democratizing Molecular Diagnostics, and Investing Thoughts

    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

    1 hr
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About

Two old guys talking stocks, investing strategies, and in a casual race to see who invests better. We have on guests from across the investing and stock picking world. And we talk about many of the most common stock names. So the same sleepy and trigger happy investors that got their start on Twitter… now with their own pod.

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