Shooting the Bull With Drowsy and Bear

Drowsy Investor
  • 5.0 (11)
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Two old guys talking stocks, investing strategies, and in a race to see who invests better. We have guests on 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. MAR 25

    Episode 18: Tim Beyers on the SaaS-pocolypse and AI Disruptions

    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.

    37 min

  2. MAR 11

    Episode 17 - Market Stop Light Sesh RDDT, NBIS, SpaceX

    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

    11 min

  3. MAR 6

    Episode 16: Earnings Palooza And Portfolio Battle

    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

    51 min

  4. FEB 25

    Episode 15 - Market Stoplight Sesh AXON, MELI, & Citrini

    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)

    12 min

  5. FEB 18

    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

  6. 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

  7. 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

  8. 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
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About

Two old guys talking stocks, investing strategies, and in a race to see who invests better. We have guests on 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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