Jul 14

46m 14s

High conviction ideas with next gen inve...

About this episode

Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed creating money out of thin air (25:15). China in focus (28:00). Nu Holdings' disruption (32:50). Mega caps eat the world (38:55).

Show Notes:
Nu Holdings: The Only Fintech In My Portfolio Right Now
Grab Q1 2025: It's Delivering Exactly What I Hoped
Private Payrolls Shed Jobs For The First Time In Years
Uber Vs. Lyft: Why I Buy Uber And Not The Other
Nu Holdings: Still A Buy But Not As Obvious As Before

Episode transcripts

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