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Episode #107: Jonah Lupton on Research, Portfolio Building, and Risk Management

Confessions Of A Market Maker

CHAPTER

The Small Mid Cap and the Large Cap Tech Stocks

I used to do just one newsletter and it was like a combination small mid and large but after talking to some scriber subscribers some of them don't care about the small mid caps. I decided just made sense to split it up into two so I probably won't do many mega caps like technically I think a mega cap is over 200 billion. The last two deep dives I did were Expedia and Match.com which are really the three like main travel companies that you think of outside of the hotels and Expedia is the cheapest by far. If Uber really wants to build a super app they're gonna do four bill of free cash flow next year in my opinion.

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