Shooting the Bull With Drowsy and Bear

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.

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

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

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.

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