In the tech age and the dingil age to buy what you know comes with a twist. A lot of people in my generation, i'm in my fifties, the stocks we know the best are old economy stocks whose future is probably behind them. I think 75 % of the world's population has yet to set foot on an airplane. So it's really a call on n rising standards of living. As people in latin america and africa get more disposable, incme, they want to fly. And that's why i like aero space so much. The companies that make the parts are very good businesses because it takes a lot of engineering. In some ways,
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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