Episode 337

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

Clay Finck chats with Jason Moser about Amazon, Zoom, Shopify, and the overall growth stock sector. They also cover how Jason approaches investing during a bear market, what companies he has added to, what he has sold, and a whole lot more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

August 2, 202254m 45s

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Show Notes

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

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

Show Notes

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