The Intrinsic Value Podcast - The Investor’s Podcast Network MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson
IN THIS EPISODE, YOU’LL LEARN:
- 11:18 - What Simon’s take is on the Reddit and Wall Street Bet’s movement.
- 15:28 - What exactly is happening in China with the crackdown on tech companies.
- 28:12 - What is happening with shortages in the semiconductor industry and why it is important.
- 36:12 - What the space economy is and what types of companies are involved.
- 51:36 - What Affirm does and why they are well-positioned as a business.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Get more FREE content from Robert
- Get a FREE audiobook from Audible
- Read the 9 Key Steps to Effective Personal Financial Management.
- Check out our Investing Starter Packs about business and finance.
- Learn about our Investing Starter Packs on real estate.
- Clayton Christensen’s The Innovator's Dilemma
- Joel Greenblatt’s book The Little Book That Still Beats the Market
- David Swensen’s book Pioneering Portfolio Management
- Peter Lynch’s book One Up On Wall Street
- All of Robert’s favorite books
- Related Episode: MI040: COVID19 and Growth Investing with Simon Erickson
- Related Episode: MI088: Growth Investing Stock Analysis with Simon Erickson
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Simon: Website | Twitter
Connect with Robert: Website | Twitter | Instagram
Connect with Clay: Twitter
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