Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Bryce

👤 Speaker
10220 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

Share one.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

So I guess the setup for people who haven't been following this journey as closely as I have is at the start of the year, you sold everything to get the structures right.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

You put a whole bunch of your money into your mortgage and then redrew it as an investment loan to get the tax benefit of that.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And then as part of that process, you wanted to build a lot of rigor around your individual stocks that you were investing in.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And as part of that, you were going to write a thesis card for every stock.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And so I said, well, let's turn this into content.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And you said, give me three months.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And here we are.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

It's taken a lot of thinking.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

Yes, here we are.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

So I'm going to go through just one example today because it applies to all of the stocks.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

Yeah, well, you want to drip feed this out so we can really stretch the content.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

We've got many years of content ahead of us.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

I guess how I use these is every reporting earnings season,

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

is where I review what I've written down and then use that as a way to continuously build on the thesis or use it as a way to say, hey, my thesis is broken or perhaps this is a watch.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

And we should just say thesis is the reason that you buy a stock and you want to keep checking why you buy it and if that still holds.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

So, which stock are we going to talk about today?

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

I'm going to do Intuitive Surgical.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

Okay.

Equity Mates Investing Podcast
The stock market’s $400 billion test, Bryce’s thesis card reveal & a 3-in-1 pitch for the Community Portfolio

The ticker is ISRG.