MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson

IN THIS EPISODE, YOU’LL LEARN:

11:18 - What Simon’s take is on the Reddit and Wall Street Bet’s movement.

15:28 - What exactly is happening in China with the crackdown on tech companies.

28:12 - What is happening with shortages in the semiconductor industry and why it is important.

36:12 - What the space economy is and what types of companies are involved.

51:36 - What Affirm does and why they are well-positioned as a business.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Get more FREE content from Robert

Get a FREE audiobook from Audible

Read the 9 Key Steps to Effective Personal Financial Management.

Check out our Investing Starter Packs about business and finance.

Learn about our Investing Starter Packs on real estate.

Clayton Christensen’s The Innovator's Dilemma

Joel Greenblatt’s book The Little Book That Still Beats the Market

David Swensen’s book Pioneering Portfolio Management

Peter Lynch’s book One Up On Wall Street

All of Robert’s favorite books

Related Episode: MI040: COVID19 and Growth Investing with Simon Erickson

Related Episode: MI088: Growth Investing Stock Analysis with Simon Erickson

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Read this episode’s transcript and full show notes on our website.

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