The Intrinsic Value Podcast - The Investor’s Podcast Network

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

Listen Later

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


      • SPONSORS

      Support our free podcast by supporting our sponsors:

      • ⁠CFI Education⁠
      • ⁠Airbnb⁠


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


        Connect with Simon: Website | Twitter 

        Connect with Robert: Website | Twitter | Instagram 

        Connect with Clay: Twitter


        HELP US OUT!

        Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Learn more about your ad choices. Visit megaphone.fm/adchoices

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        ...more
        View all episodesView all episodes
        Download on the App Store
        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
        • 4.6
        • 4.6
        • 4.6
        • 4.6
        • 4.6

        4.6

        542 ratings

        More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

        View all
        Motley Fool Money by The Motley Fool

        Motley Fool Money

        3,180 Listeners

        Masters in Business by Bloomberg

        Masters in Business

        2,185 Listeners

        We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

        We Study Billionaires - The Investor’s Podcast Network

        3,370 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        932 Listeners

        Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

        Invest Like the Best with Patrick O'Shaughnessy

        2,293 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        801 Listeners

        Focused Compounding by Andrew Kuhn and Geoff Gannon

        Focused Compounding

        271 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        188 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        301 Listeners

        Silicon Valley - The Investor's Podcast Network by The Investor's Podcast Network

        Silicon Valley - The Investor's Podcast Network

        57 Listeners

        Real Estate 101 - The Investor's Podcast Network by The Investor's Podcast Network

        Real Estate 101 - The Investor's Podcast Network

        116 Listeners

        The Good Life Podcast with Sean Murray by Sean Murray

        The Good Life Podcast with Sean Murray

        50 Listeners

        Chai with Pabrai by Mohnish Pabrai

        Chai with Pabrai

        78 Listeners

        The Memo by Howard Marks by Oaktree Capital Management

        The Memo by Howard Marks

        406 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        102 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        245 Listeners

        Business Breakdowns by Colossus | Investing & Business Podcasts

        Business Breakdowns

        341 Listeners

        Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

        Behind the Balance Sheet

        47 Listeners