This chapter explores the importance of maintaining an investment journal for navigating market volatility. It highlights how documenting emotional responses and investment theses can simplify complex evaluations and enhance understanding of investment choices.
Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
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And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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