Back after a COVID-induced hiatus, Aaron and John discuss the annual letter from Warren Buffett's Berkshire Hathaway $BRK, runaway inflation expectations and more. Spotify $SPOT is the portfolio highlight this week, fresh off the Stream On event with a slew of exciting announcements and product developments. Stocks We Like is for educational and entertainment purposes only. It isn't financial advice, and you should not buy or sell any investments based on what you heard here. This podcast does not replace professional advice regarding your personal financial circumstances or situation. Enjoy!
Aaron and John discuss GameStop $GME mania and the speculating frenzy that has captured global headlines. Formula 1 $FWONK is the portfolio highlight this week, and the pair discuss how the sport is primed for growth in the years ahead. TikTok, Vimeo and Barry Diller $IAC all get shoutouts this week as well. Stocks We Like is for educational and entertainment purposes only. It isn't financial advice, and you should not buy or sell any investments based on what you heard here. This podcast does not replace professional advice regarding your personal financial circumstances or situation. Enjoy!
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John and Aaron introduce their investment search criteria and dive into their first stock highlight: $CASY. Casey's is a chain of convenience stores in the Midwestern and Southern United States. They discuss how Casey's has differentiated themselves in a competitive market, and highlight their plans for compounding growth. Stocks We Like is for educational and entertainment purposes only. It isn't financial advice, and you should not buy or sell any investments based on what you heard here. This podcast does not replace professional advice regarding your personal financial circumstances or situation. Enjoy!