Episode Details

Jared Kushner - The Mechanic - [Invest Like the Best, EP.403]
12/20/2024
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $PHOENIX - Kushner's firm has invested in Phoenix, an Israeli insurance company, viewing it as a blue-chip investment in Israel with significant growth potential.
    • β€œWe bought 4.9%, and we took a fixed priced option, 37 a half shekels. Today, it's trading over 50. And we had to buy another 4.9%. We're gonna own 10% of that company. That's about as blue chip as you can get in Israel.” - Jared (59:39)
  • 🟒 $BRAZILIANFASTFOOD - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $MEXICANINFRA - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $AIINFRA - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $AI - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $SAUDIARABIA - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟒 $UAE - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more

Bearish:

  • πŸ”» $TRADMEDIA - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more