IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China

Dec 17, 2023

The podcast discusses investment opportunities in various industries like payment networks and e-commerce platforms. They analyze the financial sector and express a preference for certain stocks. They also talk about the current state of the market and their investment strategy. Additionally, they discuss Adobe's expense problem, falling prices of Chinese stocks, and the value of Apple Card and Bose products. Finally, they address geopolitical turmoil and stock trading levels.