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How Do You See Adtec Platforms as a Potential Long Term Winner?
Pinterist, roko and snap chat. What are yor thoughts on the whole pinters potential deal with pay pal? And how do you see pinteriss as a potential long term winner in this adtec space,. How do you see them evolving over the next five to ten years?
Hey guys! I'm stoked to bring you my conversation with Jessica Ablamsky. Jessica is a freelance marketing writer, journalist, growth stock investor and Twitter personality.
Today we dove into the lessons Jessica learned from last year (2020), how to identify companies with good corporate culture, how her investing journey started, switching from a fundamental value approach vs momentum trading strategies and we wrapped up the podcast talking about Dutch Bros ($BROS) a new Starbucks type stock and the future of AD tech platforms such as Pinterest ($PINS) and Snapchat ($SNAP).
Here's the time stamp:
If you like what you heard please give Jessica a follow on Twitter here.
Also big thanks to the following sponsors for making the podcast a reality!
Quartr
Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se
If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
Mitimco
This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more.
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