Get Started Investing cover image

Introducing: Pimp my Portfolio

Get Started Investing

00:00

Tech Stock Perspectives and Portfolio Management Strategies

The chapter delves into the speaker's views on tech stocks such as Google, Amazon, Apple, Microsoft, and PayPal, detailing their decisions to sell Apple and Microsoft and their optimism regarding Google and Amazon's undervaluation. It explores the disruption in PayPal's business and muses on its potential acquisition. The conversation transitions to portfolio diversification strategies, emphasizing the significance of conviction, quality, and discipline in stock investing.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app