Many stock investors will tell you that the best inflation hedge is to own productive businesses with pricing power and hold those businesses over very long periods of time. But even warren buffet has started heavily allocating to oil companies, as he seems to be very bullish on oil. So i don't think it's inflation hedge. I tend to be pretty constructive about inflation. Even if it is structural, which i doubt yonw i went back and read Warren Buffet's writings in the early eighties when inflation was kind of piquing my interest.
IN THIS EPISODE, YOU’LL LEARN:
02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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