Folgen
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Thank you so much for listening, we really appreciate you.
We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company.
You can check out the written version here: https://www.business-breakdowns.com/p/applovin
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content here.Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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In this conversation, we cover:
Ryan’s strategy of stacking his roster of companies
Why America will need more electricity and natural gas
Game unchangers
The power of quantitative force-ranking
Why he observes and tries to not have opinions on where the market is headed
And so much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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Fehlende Folgen?
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In this conversation, we cover:
Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses
TransMedics and how he was able to hang on through volatility
Some details on position sizing and rules around that
And much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can follow Fundasy Investor here.
In this conversation, we cover:
Will’s investment philosophy
Why Kinsale is an especially interesting company
A mini masterclass in the insurance sector
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can follow Mark on X here.
In this conversation, we cover:
- how in every business, there is a "tastes like chicken" layer
- why marketing and accounting are underrated business functions
- why business transparency can lead to healthy company cultures
- and much more!
Thank you so much for listening, we really appreciate you.
- If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
- You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can find Ian on X here and apply to Microcap Club here.
In this conversation, we cover:
Ian’s philosophy
Top down: Good story, scarcity (1/1), tailwind, undiscovered
Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years)
Ian’s edge with personal management relationships
Why investors’ main job is getting to the truth quicker
And much more
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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In this conversation, we cover:
how Andrew Martin has been able to crush the market
the filters Andrew uses to sort small/micro cap stocks
some examples including Shelly Group, McCoy Global, and Cyviz
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content here.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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In this conversation, we cover:
- the medtech approval process
- why reimbursement is so important
- many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content here.Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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In this conversation, we cover:
- how Drowsy's grandfather held Coca-Cola for 50 years
- Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc)
- how time is the friend of conviction
- there may even be some small appearances from his son in the background 😅
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content here.Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can follow Brent on X here and find out more about Permanent Equity here.
In this conversation, we cover:
- why Brent loves finding niches
- the hygiene layer of business
- what types of questions Brent asks when assessing a business
- some examples from Permanent Equity's 15 company portfolio
- why an owner moat might be a bad thing
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content here.Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can find Brad on X here and find his newsletter here.
In this conversation, we cover:
- Brad's investment philosophy of finding companies that have to do less work per customer
- Nubank's investment case
- Differences between Nu and SoFi
- How Brad doubled down on Meta
- Some other companies like Crowdstrike, SentinelOne, and Duolingo.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content here.Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings.
Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can find Nick on X here: https://twitter.com/nicholasp66
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can subscribe to Jeff's substack here: https://www.enerwrap.com/
Or follow him on X here: https://twitter.com/EnergyCredit1
A few of the companies mentioned:
1. Exxon
2. Chevron
3. Transocean
4. Tidewater
5. Chesapeake Energy
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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You can follow Drew here on X.
Companies mentioned:
1. E.l.f
2. Duolingo
3. Shopify
4. Paycom
5. Aehr Systems
6. Klaviyo
7. Walmart
8. Amazon
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
In this episode, we're going through the cybersecurity industry.
Here are just a few of the companies mentioned:
- Crowdstrike
- Microsoft
- SentinelOne
- Cloudflare
- Palo Alto Networks
- Fortinet
- Okta
- Cyberark
- ZScaler
- Datadog
You can learn more about Francis Odum here.
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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This is part 2 of our sector analysis on semiconductors.
You can check out Doug's substack here: Fabricated Knowledge.
We go deep on semis.
Here are some of the companies mentioned:
1. Nvidia
2. ASML
3. Applied Materials
4. Intel
5. AMD
6. Synopsys
7. Cadence
8. TSMC
9. SMIC
10. KLA Corp
11. Lam Research
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
We are kicking off this new series going through the complex value chain of the semiconductor industry.
Here are just a few of the companies mentioned:
- Nvidia
- AMD
- TSMC
- Broadcom
- Microsoft
- Google
- Amazon
- Marvell
- Micron
- ASML
- Cadence
- Synopsys
You can learn more about Chris Zeoli and WingVC here.
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes.
The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment.
The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws.
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Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
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Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
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Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_Or feel free to email us at [email protected]
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
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