MI202: Amazon, Shopify, & Growth Investing w/ Jason Moser
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 2 August 2022
⏱️ 58 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | It's just becoming more and more in Airbnb and Uber-style world, right? |
| 0:08.0 | I mean, it's just, it's a different world in travel than it was, than it was before. |
| 0:12.0 | And I was becoming less convicted about that booking.com, that booking holdings position, right? |
| 0:19.0 | It was one that I just, I was feeling less conviction |
| 0:22.1 | regarding the idea. I didn't feel compelled to add to it. I had recently had a couple of |
| 0:27.2 | less than stellar customer experiences using their platform. And so ultimately, that coupled with |
| 0:34.4 | this idea. |
| 0:42.3 | On today's episode, we bring back Jason Moser. Jason is the lead advisor for two investing services at the Motley Fool focused on opportunities |
| 0:48.3 | in the digital economy and immersive technology. |
| 0:51.3 | He also appears regularly on shows including Motley Full Money, Market |
| 0:55.8 | Foolery, and Industry Focus. During this episode, Jason and I cover Amazon, Zoom, Shopify, |
| 1:02.9 | and the overall growth stock sector. We also cover how Jason approaches investing during a bear |
| 1:07.8 | market, what companies he has added to, what he has sold, and a whole |
| 1:12.0 | lot more. During this bear market, it's good to take a look at the overall market and assess |
| 1:16.5 | what companies we want to potentially add to our portfolio. As Adam Ziesel said on the show a few |
| 1:21.7 | weeks ago, all gross stocks and tech stocks are down, but a small percentage of them are down |
| 1:27.0 | and also have a strong |
| 1:28.1 | moat that will persist into the future and continue to grow and become stronger. And these are |
| 1:33.4 | the types of companies we want to own in our portfolio. With that, I really hope you enjoy today's |
| 1:38.5 | episode as much as I did with Jason Moser. You're listening to Millennial Investing by the Investors Podcast Network, where your |
| 1:46.6 | hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, business leaders, |
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