Shooting the Bull With Drowsy and Bear

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

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 [https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8iz] Youtube:https://www.youtube.com/@WallStreetWildlife [https://www.youtube.com/@WallStreetWildlife]

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