MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson
发布时间 2021-11-10 12:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
11:18 - What Simon’s take is on the Reddit and Wall Street Bet’s movement.
15:28 - What exactly is happening in China with the crackdown on tech companies.
28:12 - What is happening with shortages in the semiconductor industry and why it is important.
36:12 - What the space economy is and what types of companies are involved.
51:36 - What Affirm does and why they are well-positioned as a business.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Clayton Christensen’s The Innovator's Dilemma
Joel Greenblatt’s book The Little Book That Still Beats the Market
David Swensen’s book Pioneering Portfolio Management
Peter Lynch’s book One Up On Wall Street
All of Robert’s favorite books
Related Episode: MI040: COVID19 and Growth Investing with Simon Erickson
Related Episode: MI088: Growth Investing Stock Analysis with Simon Erickson
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Read this episode’s transcript and full show notes on our website.
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