Shooting the Bull With Drowsy and Bear

By Drowsy InvestorBusiness Investing

Shooting the Bull With Drowsy and Bear episodes

March 06 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
52 min
February 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)
13 min
February 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)
12 min
February 04 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
1 hr 2 min
January 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
December 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
1 hr 26 min
December 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
November 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
1 hr 1 min
October 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
46 min
October 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 1 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.