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Episode 23: Investment Breakthrough, Finally
On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.
Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIGR, NBIS, SIMO, and More
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By Drowsy Investor
5
77 ratings
On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.
Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIGR, NBIS, SIMO, and More
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