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Chit Chat Stocks

5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti

Jun 16, 2024
Guest John Rotonti discusses the role of ego in investing, assessing valuations, lessons from fund managers, SPAC performance, durability in investments, studying high-quality businesses, and a small-cap pick of the week on the podcast.
01:05:52

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • High-quality businesses like Arista Networks and CME Group exhibit impressive free cash flow margins, emphasizing industry-leading positions.
  • SPAC performance analysis highlights potential undervaluation opportunities like Wag Group compared to recent acquisitions, posing attractive chances for investors.

Deep dives

Insight into Arista Networks and Builders First Source

Arista Networks has shown exceptional growth, transitioning from a 14.5 billion to 100 billion market cap since December 2019, due to its foundational role in modern cloud computing. Arista's success lies in its involvement in designing hyperscale clouds with Microsoft. On the other hand, Builders First Source saw a 19% dip after reporting earnings, presenting an opportunity with its robust fundamentals like a history of growth and attractive valuation.

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