Shooting the Bull With Drowsy and Bear

By Drowsy InvestorBusiness Investing

Shooting the Bull With Drowsy and Bear episodes

September 04 Episode 26: Bond Boys, AI Trades, and Deceleration
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 two also revisit bold 2026 predictions from Episode 11 by StockNovice, Brian Stoffel, and WPR.

Stocks mentioned: NVDA, AXON, CRWD, SNOW, TMDX, TOST, FOUR, NBIS, FIGR, SIMO, and More
52 min
August 13 Episode 25: Josh Isner on Axon "Firing on All Cylinders"
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 cylinders" and discusses some of Axon's fastest growing business segments. Drowsy continues to fan boy a bit and Bear rapid fires listener questions.

You won't want to miss this one. A special thanks again to Josh and the Axon team.
34 min
July 16 Episode 24: WPR on Finding The Next Great Thing
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
1 hr 8 min
June 29 Episode 23: Investment Breakthrough, Finally
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
1 hr
May 30 Episode 22: Crossover With Wall Street Wildlife
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/27AqyYq2a8KOwse0KyO8iz
Youtube:https://www.youtube.com/@WallStreetWildlife
1 hr 29 min
May 18 Episode 21: Josh Isner on Axon's Journey and Future
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.
50 min
April 30 Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds"
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
1 hr 17 min
April 10 Episode 19: Investing Trench Warfare and Portfolio Updates
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
43 min
March 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.
38 min
March 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

About Shooting the Bull With Drowsy and Bear

From the publisher's feed

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.