Why stocks are dropping AGAIN? Bitcoin, TSLA w/ Justin Oh (Ep. 507) - a podcast by Dave Lee on Investing

I’m joined by Justin Oh of Cents Invest to discuss the macro market, correction, top stocks in his portfolio, stock picking vs index fund, crypto and more.

Justin Oh on Twitter: https://twitter.com/acouplecents
Justin Oh on YouTube: https://www.youtube.com/c/JustinOCents
Cents Invest on web: https://www.acouplecents.com/

Timestamps:
00:00 - Introduction
00:50 - Russia invading Ukraine scenario - risk?
02:50 - Take on overall markets
13:00 - Comparison to dot com bubble
18:50 - Inflation, money supply, supply chain, GDP growth
26:45 - Importance of valuation skills
28:30 - Bitcoin, crypto valuation
52:10 - Bitcoin investment strategy
1:00:20 - Outsized gains, concentration vs index fund investing
1:08:40 - Stock looking at, Builders First Source
1:13-30 - Thoughts on $Zoom and $TDOC Teladoc stock
1:18:48 - Thoughts on Shopify stock $SHOP
1:20:40 - Thoughts on Roblox stock $RBLX

#Stocks #Investing #Bitcoin

Social
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NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.

????? Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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Buying a Tesla?
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Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

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