Long Bitcoin, Short MicroStrategy
Chit Chat Stocks
Navigating Investment Pitfalls and Strategy
Reflections on navigating investment pitfalls, including overpaying for assets and doubling down on losing investments, with a focus on buying a basket of stocks to ensure winners cover potential losers. Emphasis on demanding prices and a margin of safety for successful investments.
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:
(00:00) Introduction and Sponsor
(00:32) Overview of Topics
(04:02) Hilarious Parody Buy Rating
(05:13) Financials of Trump Media
(07:45) Ludicrous Valuation of Trump Media
(09:24) Sentencing of Sam Bankman-Fried
(16:15) Winners in AI: Accenture?
(31:36) Investments in AI Startups
(33:05) Anthropic and Amazon Collaboration
(34:32) Cloud Providers and AI
(37:23) Reviewing Boston Omaha
(40:38) Long Bitcoin, Short MicroStrategy
(46:49) Identifying Value Stocks vs Value Traps
(53:07) Characteristics of Best and Worst Investments
(59:04) Watchlist and Performance
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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