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Episode 2: Investing Strategies, Monthly Portfolio Updates, and Rolling the Dice on SPY
On this June 2025 episode, Bear and Drowsy talk a rip roaring market and what their doing. Bear takes the under on the most richly valued stocks and deep dives on valuation metrics. Drowsy talks long term mindset and how he approaches holding 30 and 100 bagger.
Stocks Mentioned: PLTR, SNOW, LULU, NKE, TSLA, RDDT, APP, NET, CRWD, NVDA, OSCR, HIMS, AXON, and More
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By Drowsy InvestorOn this June 2025 episode, Bear and Drowsy talk a rip roaring market and what their doing. Bear takes the under on the most richly valued stocks and deep dives on valuation metrics. Drowsy talks long term mindset and how he approaches holding 30 and 100 bagger.
Stocks Mentioned: PLTR, SNOW, LULU, NKE, TSLA, RDDT, APP, NET, CRWD, NVDA, OSCR, HIMS, AXON, and More