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Aug 2022
54m 45s

MI202: Amazon, Shopify, & Growth Investi...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.
  • 08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.
  • 14:42 - Why Jason likes Zoom’s stock.
  • 34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.
  • 43:41 - What companies Jason has been adding to during the bear market.
  • 49:53 - How layoffs and hiring freezes might affect the growth sector.
  • 53:33 - How Jason approaches investing during a bear market.
  • And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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Read this episode’s transcript and full show notes on our website.

Connect with Jason: Website | Twitter | LinkedIn

Connect with Clay: Twitter  | Instagram


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