Analyzing Stock Strategy and Market Rotation

Join us as we explore the booming Indian stock market, Amazon's innovative strategies against Chinese competition, and how AI is reshaping our understanding of common knowledge. We also dive into Tesla's recent surge and the potential for big tech companies to unlock value through spin-offs.

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Skip Ahead:

(00:00) Introduction and Tour de France

(04:24) Tesla's recent performance and consumer discretionary stocks

(08:01) Amazon breaking out to new all time highs, and a look at the “Amazon’s” of other countries

(11:50) Nike, Lululemon, Starbucks: taking a hard hit

(13:25) Amazon's strategy against Chinese e-commerce competition

(17:24) Regulatory challenges for big tech in Europe and the US

(21:41) Potential for big tech spin-offs

(26:06) The history of spin-offs vs. spin-offs today

(30:20) How Goldman’s involved

(30:50) How India is benefitting

(33:00) India's booming stock market

(36:40) Relative strength and what to expect the next 30 years

(37:41) Specific Indian companies showing promise

(42:15) The growth of cricket and sports investment in India

(44:04) Headlines getting worse, opinions getting dumber… what should we be worried about?

(46:18) AI's impact on common knowledge

(48:30) “Grift" and the importance of optimism in investing

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Referenced: 

• Tour de France: https://www.letour.fr/en/

• THEMOVE on Apple Podcasts: https://podcasts.apple.com/us/podcast/themove/id1254370585

• Shoe Dog: https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike-ebook/dp/B0176M1A44

• Shein: https://us.shein.com/

• Temu: https://www.temu.com/

• One Medical: https://health.amazon.com/prime

• AWS: https://aws.amazon.com/?nc2=h_lg

• Oracle: https://www.oracle.com/

• Make My Trip: https://www.makemytrip.com/?ccde=us

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Big Thank You To Our Guest:

• Michael Parekh - https://www.linkedin.com/in/michaelparekh/

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Where To Find Howard and Friends:

• Howard - https://stocktwits.com/howardlindzon

• JC - https://stocktwits.com/allstarcharts

• Phil - https://stocktwits.com/ppearlman

• Production and Marketing - https://penname.co/

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Trends with Friends is brought to you by Stocktwits: https://stocktwits.com/

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Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/c/uncategorized/2024/02/21/stocktwits-newsletter-disclaimer/