In this Dialogue episode of The Synopsis we discuss whether we are in an AI bubble and various factors investor should consider.

YouTube Video Links: Why This Isn't an AI Bubble (Yet)

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Show Notes

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Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre.

YouTube Video Links: S&P 500 Concentration

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Show Notes

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy!

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Show Notes

(0:00) — Rose's Background
(6:31) — Investment Philosophy
(8:46) — Punch Card Investing
(13:27) — Axon Mistake
(20:28) — Mercado Libre Investment Case
(27:37) — Thoughts on Sea Limited Competition
(32:44) — South America Profitability vs the U.S.?
(40:28) — Portfolio Construction
(44:38) — DLocal Investment Thesis
(54:45) — Importance of Management
(55:57) — Why Rose Invested in ServiceNow
(59:32) — Valuation Thoughts
(1:10:50) — Mercado Libre FinTech Risk
(1:17:58) — Business Models Rose Avoids
(1:21:42) — How to Judge an Opportunity Based on Opportunity Cost
(1:29:07) — Sell a Great Business When it's Overvalued?

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/ Also see Drew Cohen's disclaimers here: https://www.drewcohenmoney.com/disclaimers