MI202: Amazon, Shopify, & Growth Investing w/ Jason Moser

IN THIS EPISODE, YOU’LL LEARN:

• 02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.
• 08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.
• 14:42 - Why Jason likes Zoom’s stock.
• 34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.
• 43:41 - What companies Jason has been adding to during the bear market.
• 49:53 - How layoffs and hiring freezes might affect the growth sector.
• 53:33 - How Jason approaches investing during a bear market.
• 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.
• Jason Moser’s Blog and Articles.
• Related Millennial Investing Episode: MI124: Is Amazon a Value Stock? w/ Jason Moser
• Related Millennial Investing Episode: MI015: Start Investing In Individual Stocks W/ Jason Moser

SPONSORS

Support our free podcast by supporting our sponsors:

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

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

Connect with Jason: Website | Twitter | LinkedIn

Connect with Clay: Twitter  | Instagram

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