The Beating The Market Podcast: Recent Episodes
Jared Simons
Welcome to The Beating The Market Podcast, our mission is to meaningfully improve lives. Beating the Market empowers you to invest like the smartest hedge funds on Wall Street. As a Beating The Market member, you'll receive institutional-quality research that will empower you to take positions in the companies of tomorrow while ensuring the inevitable macro-economic headwinds will not diminish your future returns (to the extent possible). This podcast is just a glimpse of our community and we'll highlight some of our investment philosophies and research on secular growth trends or specific companies. Link to Beating The Market: https://seekingalpha.com/checkout?service_id=mp_1348
In this episode, Louis discussed looking what the LAS podcast means to him. He then shared valuation frameworks used by the great Peter Lynch and applied those frameworks to certain companies.
In this week's podcast we discussed the implications of Apple entering the Buy Now, Pay Later vertical and what it means for Affirm.
Today's podcast discussed the importance of waiting and how this relates to investor psychology. We also discussed some recent fintech developments relating to Marqeta and Affirm.
In today's episode, we interviewed Jimmy Soni, the author of The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley.
On Amazon: The Founders
In today's episode, we discussed Shift4 ($FOUR) as well as an interesting Tweet relating to Amazon. For more from BTM, check out our community on Seeking Alpha!
https://seekingalpha.com/checkout?service_id=mp_1348
In today's BTM podcast, Jared and Louis were joined by Ahan Vashi, Head of Equity Research at Beating The Market by L.A. Stevens Investments, LLC. We discussed Ahan's latest note Apple Vs. Microsoft Vs. Treasury Bonds: The Battle Of Safe Havensas well as Amazon's new "Buy with Prime" feature for Prime members and third-party merchants.
For more of Ahan's latest research, check out his Twitter or profile on Seeking Alpha. https://seekingalpha.com/author/ahan-vashi
In today's Beating The Market (BTM) Podcast, we discussed valuations, open banking, and how Upstart has three business segments that will enable the company to continue to spark hockey stick growth. We also shared our thoughts on Elon Musk’s bid to acquire Twitter and take the company private.
In today's episode, we discussed our thesis for Upstart that we published in January of 2021, highlighting its similarities to Ant Financial. We also discussed how this relates to Open Banking.
Want more on open banking?
Check out Jared's latest note: https://seekingalpha.com/article/4497555-open-banking-will-redefine-global-money-movement-for-good
In today's episode, we breakdown the bear theses for some of our highest conviction companies. Affirm, Marqeta, Opendoor, and Upstart are four fintechs that are making the world a better place and all have ties to the PayPal Mafia, while each has a unique vision to take their company's Zero To One.
In today's episode, we discussed valuations and the interesting parallels between Mark Zuckerberg and Warren Buffett.
Today we discussed Opendoor (OPEN) with Tyler Okland, specifically Opendoor's competitive advantages, the path to profitability, and product-market fit. We really enjoyed today's conversation on Opendoor and hosting our first guest!
Apple announced it's developing a tap-to-pay feature that enables new iPhones to accept payments, which will directly compete with Block's Square Sellers ecosystem. In this episode we explore why competition is not a bear thesis.
We discussed the market environment and how we are navigating in this environment in which rates are rising. Specifically highlighting how companies, such as Affirm and OpenDoor, are accelerating growth and will prevail in these environments.
In this podcast, we discuss inverse bubbles, Opendoor (OPEN), and the reorientation of the consumer credit ecosystem.
In this episode, we discuss some of our core philosophies at Beating The Market, specifically in the lens of Warren Buffett. We conclude with a conversation around financial technology and how secular growth trends (i.e. blockchain and artificial intelligence) will remove cost centers to democratize financial services, highlighting Upstart (UPST), Affirm (AFRM), and Marqeta (MQ).
Link to Buffett Video: https://www.youtube.com/watch?v=63oF8BOMMB8
Link To Beating The Market: https://seekingalpha.com/checkout?service_id=mp_1348