Investing Experts
Date your stocks, don't marry them - Jonah Lupton
Jul 1, 2024
Guest Jonah Lupton shares his investing strategies: separating great companies from great stocks, fundamentals over technicals (except for swing trades). Discusses why Nvidia is still a top AI play and debates if Tesla is overvalued and potential collaboration with Uber.
44:50
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Quick takeaways
- Separate great companies from great stocks by focusing on fundamentals and valuations over technicals.
- Utilize swing trades and hedges to balance risk exposure and capitalize on strong performers in a diverse portfolio.
Deep dives
Jonah Lepton's Investing Journey
Jonah Lepton shares his investing journey, spanning over 20 years, transitioning from pre-med to finance and economics. Having managed significant client capital, he delved into growth investing and established his presence on platforms like Seeking Alpha.
