High Conviction Stocks

The Compound and Friends

Josh Brown

Business, Investing, Business News, News

4.7 • 2.2K Ratings

🗓️ 29 March 2024

⏱️ 100 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more! This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	we had an emergency meeting with my interior decorator.
0:03.2	She insisted we come down and see swatches and samples.
0:07.1	Like this was like a Def Con too situation.
0:09.5	Yeah.
0:10.5	So we did a night and we went to Louis Bossie.
0:13.3	Yeah, that's good right?
0:14.8	Solid place.
0:15.2	And then we went to the lobster one.
0:16.8	What's that one?
0:17.4	Chops lobster bar.
0:18.4	Chops lobster bar.
0:19.4	That is good.
0:20.4	I mean both were good.
0:21.4	Expensive.
0:22.4	But chops is expensive. But I'm from New York. Yeah, not New York expensive. I mean both both both shops is
0:22.8	from New York yeah not New York expensive Florida
0:25.4	Voco expensive but very solid both are those like go to's for you
0:29.4	or definitely what are your spots give me your spots did you grow up there you grow up in New Jersey? I was born in Queens.
0:35.0	I grew up in New Jersey.
0:38.0	But I've been in Boca now for the area in Boca for 18 years.
0:42.0	You look healthy, I don't think you and not eat the same thing. or the area in Boca for 18 years.
0:42.8	You look healthy.
	...

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