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The Art of Quality Investing: A Conversation With Aria
Manage episode 446726447 series 3449815
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
93 episod
Manage episode 446726447 series 3449815
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
93 episod
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