Travis Hoium
๐ค SpeakerAppearances Over Time
Podcast Appearances
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March Madness has begun.
So we thought we'd take our opportunity to turn that into a little bit of an investing game.
I want to give Lou and John 12 stocks, and I want them to pick a final four, and then ultimately the champion of these 12 stocks.
We'll kind of go with companies that are well-known or bigger in the market.
We have the full Meg 7, so Alphabet, Nvidia, Apple, Tesla, Microsoft Meta, and Amazon.
Then we've added Palantir Micron, one of the hottest stocks in the market today.
Disney, got to have something consumer.
It's a little bit of a recovery play.
Chipotle and Rocket Lab.
John, I'm going to have you go first.
Out of those 12 stocks, who is going to make your final four?
What are you thinking there with a lot of technology and big companies?
Amazon, obviously one of the biggest companies in the world, I think that has one of the lowest price earnings multiple in the Mag7.
Are you just seeing value in all those areas right now?
Can we just touch on that?
I know you talked about it on yesterday's show.
The numbers are absolutely insane right now.
Revenue growth in the most recent quarter was almost 200%.