Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

newest first · ▶ plays the moment

just from a factor basis, you probably do have a momentum reversal at some point.

Like we said earlier, software is flat semis up 90%.

Again, you can totally have a reversal.

But if I look at the underlying valuations, I think that they're they're relatively healthy.

Bring it.

So number one is find a framework that

matches your personality.

So I, I, I hope you could, you could tell, uh, through, through today.

I, my framework and I are aligned, right?

Lynchpin technologies, innovating and secular growth markets, improving fundamentals, reasonable valuations.

I once listened to a framework talk where the PM said, I'm a really boring guy and I like pouring stocks.

And I thought that that was a great framework for him and it wouldn't work for me.

So, so find a framework that makes, meets your personality.

Number two, work just relentlessly hard.

You know, um,

One of my mentors once said, this is a business where people have won Nobel prizes saying what you do for a living is impossible.

That's the efficient market hypothesis.

This is impossible according to that.

So you have to work relentlessly hard.

And then number three, you got to get a little lucky.

Showing 581–600 of 610 · page 30 of 31