High Conviction Stocks

Mar 29, 2024

Dan Davidowitz from Polen Capital joins the hosts to discuss topics like Sam Bankman-Fried's prison sentence, equity valuations, the bull case for Amazon, challenges ahead for Nvidia, Netflix's evolution, and more! The conversation delves into Apple's performance, the impact of cloud computing, and behavioral psychology in investments.

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Introduction

00:00 • 2min

Sushi Quality and Rising Education Costs

01:54 • 6min

Anecdotes, Finance App Ad, and Stock Market Discussion with Guest

08:09 • 3min

Navigating Career Changes and Investment Challenges

10:59 • 10min

Investment Strategies and Market Performances

21:07 • 23min

Insights into Netflix's Evolution and Business Model

43:50 • 10min

Impact of Cloud Computing on Major Companies

54:18 • 16min

Exploring Apple's Performance and Revenue Sources

01:10:22 • 17min

The Power of Behavioral Psychology in Investment and Honest Feedback in the Workplace

01:27:47 • 9min

Exploring the Wonders of Colorado and Wildlife Encounters

01:36:53 • 3min

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more!

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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