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Capital Compounders Show

Best Stocks 2025: A Conversation with Jason Del Vicario

Dec 14, 2024
Jason Del Vicario, portfolio manager at Hillside Wealth, shares his unique journey from atmospheric sciences to investing. He discusses the importance of buying during market dips, emphasizing Meta. Jason's global strategies highlight investments outside North America, focusing on high-quality companies like Constellation Software. He shares insights on navigating challenges in Japan's corporate culture and identifying undervalued stocks. His disciplined approach underscores long-term ownership as key to wealth creation, while steering clear of unreliable market predictions.
01:35:58

Podcast summary created with Snipd AI

Quick takeaways

  • Jason Del Vicario’s unconventional transition from atmospheric sciences to portfolio management highlights the significance of combining scientific rigor with investment analysis.
  • Buying stocks during market dips, particularly Meta, exemplifies a disciplined approach that emphasizes long-term fundamentals over short-term market sentiment.

Deep dives

From Meteorology to Money Management

The journey from atmospheric sciences to portfolio management illustrates an unconventional career path. After discovering a passion for finance during university, the speaker transitioned from a focus on weather patterns to analyzing financial markets. This shift was influenced by early exposure to investment literature, including a formative book that introduced the concept of compound interest. Ultimately, the speaker emphasizes a scientific approach to investing, melding academic rigor with market analysis.

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