Investing Experts High conviction ideas with next gen investors
Jul 14, 2025
Rob Isbitts chats with Julia Ostian, an analyst passionate about misunderstood businesses; Jack Bowman, a former teacher turned investment advisor focused on risk management; and Kenio Fontes, a Brazilian analyst keen on tech trends. They dive into insights on the overheated market, the role of the Federal Reserve, and the impact of geopolitical tensions, particularly concerning China. The group also discusses investment strategies around major players like Amazon and Uber, emphasizing adaptability amidst market volatility.
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Julia's Business-Driven Investing
- Julia Ostian grew up in a family of business owners and values investing in profitable companies.
- She only buys stocks she strongly believes in, aligning her money with her research convictions.
Amazon & Uber Stand Out
- Despite concerns about market valuation, Julia sees Amazon and Uber as strong buys due to dominance and profitability.
- Amazon's AWS segment is a crucial growth driver underpinning its long-term value.
Buffett's Influence on Quality Focus
- Kenio Fontes admires Warren Buffett's emphasis on quality and long-term optionality.
- Valuation matters only after confirming the business is worth owning.