TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. Welcome back to the Investors Podcast. Today's episode is number 838, and after we just did an episode covering stocks that tanked, Since we covered all of them. Today will be a much more pleasant episode for us because it's actually about our winners. So the plan is to analyze why they worked out so well and also what we can learn from them. to find even more of them going forward.

Yeah, that does sound a lot more enjoyable for us and You know, I I did like looking at the stocks that that didn't do well. I think you tend to learn more from those situations, but nevertheless I would Obviously love to identify some of the patterns among our winners so we can find more companies like them, hopefully and Now it'll also be interesting to see whether we still consider these companies to be good investments at today's prices. I also plan to cover some companies that we pitched and then didn't end up buying and that still skywalkered after, unfortunately, so

To some extent, I won't even let us go through this episode without at least pointing out some of our missions and I gotta say, to be fair. I consider almost all of those companies to be quite expensive today. So I don't know if it was actually a mistake to not make them part of our portfolio. Okay. Well, we'll get into all that today.

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