The Compound and Friends — High Conviction Stocks

BUZZING· 77%1h 40m·2024-03-29·Money

High Conviction Stocks

The Compound and Friends

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead…

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