Hello everyone!This week I sat down with Bristol, a 25-year-old working in the semiconductor industry with a PADI of over $10,000! You may know him as
@bristoldividend on Twitter.Bristol and I talk about:
- What makes an A+ stock?
- Does Zoom have a moat?
- The difference between share buybacks and dividends (and what we love about each)
- 2 companies that have CRUSHED it for him (over 100% gains!)
- One company that hasn’t quite lived up to our expectations
- Why we wouldn’t start our own ETF
- Our approach to valuation
- What it's like working in the semiconductor industry
- A spicy hot take 👀
Tickers Discussed:JPM, COST, AAPL, NUE, ASML, VFC, ZM, T, PPL, MMM, VZ, SBUX, UNP, NVDA, AMDLet me know what you think o ...