Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 9th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Aria on X: https://x.com/QualityInvest5
Aria on Youtube: https://youtu.be/0Xd2YcfkKRE?feature=shared
Fiscal AI: my favourite research tool: https://fiscal.ai/?via=anthony
Episode Highlights:
(0:00) - Introduction
(2:24) - Mastercard
(5:00) - Fiserv
(20:00) - Salesforce
(29:00) - Transmedix
(37:30) - Hims & Hers
(42:20) - Uber, Tesla, Way & the future of AVs
(58:50) - ASML
(01:03:50) - Google