Google is projected to have double-digit rates of growth for the next five, seven, ten years. Google spends so much money on R&D that it makes the company look less profitable than it is. The earnings are coming down this year off of last year because no COVID boom advertising depended. You want stocks that are less popular, but they're better performers with the business. If you get away from these really popular companies, and I think in life too, if you can get away from the super popular stuff, I think you can find peace, happiness, better results in business and life.
IN THIS EPISODE, YOU’LL LEARN:
03:01 - Why Logan went from being a value investor to a quantitative investor.
06:56 - What his quantitative investing strategy looks like and the pros of this strategy.
11:55 - Logan’s current outlook of the stock market and his price target for the end of 2023.
15:25 - His long term outlook for the US market, and why he thinks international markets and small cap value sectors of the market will perform the best over the next decade.
25:29 - Deep dive into Apple stock and why Logan put a sell rating on Apple.
39:31 - His valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy.
48:30 - His thoughts on Meta, and Amazon at today’s valuations.
53:05 - What’s happening with Bitcoin, where he sees it going in the near term and over the long term.
61:01 - His preferred way to invest in Bitcoin.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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