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

SPONSORS

Support our free podcast by supporting our sponsors:

• Range Rover
• Airbnb
• Toyota
• Public
• Fundrise
• NetSuite

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

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