Episode Details
Title | Jared Kushner - The Mechanic - [Invest Like the Best, EP.403] |
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Date | 12/20/2024 |
Podcast | Invest Like the Best with Patrick O'Shaughnessy β |
Key Insights
Bullish:
- π’ $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.
- βWe 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.β - Jared (59:39)
- π’ $BRAZILIANFASTFOOD - π
- π’ $MEXICANINFRA - π
- π’ $AIINFRA - π
- π’ $AI - π
- π’ $SAUDIARABIA - π
- π’ $UAE - π
Bearish:
- π» $TRADMEDIA - π