MI202: Amazon, Shopify, & Growth Investing w/ Jason Moser

Aug 2, 2022

54:45

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IN THIS EPISODE, YOU’LL LEARN:

02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.
08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.
14:42 - Why Jason likes Zoom’s stock.
34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.
43:41 - What companies Jason has been adding to during the bear market.
49:53 - How layoffs and hiring freezes might affect the growth sector.
53:33 - How Jason approaches investing during a bear market.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Jason Moser’s Blog and Articles.
Related Millennial Investing Episode: MI124: Is Amazon a Value Stock? w/ Jason Moser
Related Millennial Investing Episode: MI015: Start Investing In Individual Stocks W/ Jason Moser

SPONSORS

Support our free podcast by supporting our sponsors:

⁠CFI Education⁠
⁠Airbnb⁠

Read this episode’s transcript and full show notes on our website.

Connect with Jason: Website | Twitter | LinkedIn

Connect with Clay: Twitter | Instagram

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