Value Hive Podcast

Adam Rossi: Investing In The Age of DOGE

12 snips
Mar 7, 2025
Adam Rossi, a private investor and entrepreneur with a rich background in cyber and defense, shares his unique perspectives on investing and life. He draws parallels between his passion for beekeeping and investment strategies, emphasizing patience and calculation. The conversation navigates insights into the defense sector, highlighting emerging opportunities and challenges for smaller companies. Rossi also discusses the potential of Master Limited Partnerships and the importance of maintaining flexibility for a rewarding life, blending financial acumen with personal philosophy.
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ANECDOTE

Early Investing Experience

  • Adam Rossi started investing in stocks during middle school.
  • He got margin called in college after buying Red Hat on margin without a stop loss.
ADVICE

Portfolio Construction Strategy

  • Build a portfolio over time with discipline, focusing on tax efficiency.
  • Balance a core of ETFs and blue-chip stocks with high-conviction, mispriced opportunities.
ANECDOTE

CrowdStrike Investment

  • Adam Rossi bought CrowdStrike after negative news caused its price to drop, demonstrating patience.
  • He views negative sentiment as a potential buying opportunity if his analysis supports it.
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