Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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A.J. Button - Value Investing & Contrarianism; The China opportunity; Bank of America, TD, Google, Microsoft, and more! [EP. 42]
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Manage episode 366037141 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ’s portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!
…
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89 episodes
MP3•Episode home
Manage episode 366037141 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ’s portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!
…
continue reading
89 episodes
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