Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!
In this episode, I chat 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 October 19th. 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
Newcomer Investor Email: iamthenewcomerinvestor@gmail.com
Aria on X:
Aria on Youtube: https://www.youtube.com/@QualityInvest5
ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be
Salesforce Video: https://www.youtube.com/watch?si=Kp2Tv6KxAyQ0QuoF&v=WKYZV3gOyeU&feature=youtu.be
Episode Highlights:
(0:00) - Intro
(1:00) - Who is Aria + his beginnings in investing
(3:00) - Mastercard
(13:15) - ASML
(30:00) - Salesforce
(44:20) - Amazon
(53:20) - Google
(1:01:45) - Uber
(1:06:00) - Rapid fire questions
(1:10:00) - Newcomer elevator pitch on Brookfield
(1:23:00) - Amazon (again) - sum of parts valuation
(1:25:00) - Aria’s advice for new investors