Episode Details
| Title | Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429] |
|---|---|
| Date | 6/17/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $CONSINT - Despite the current focus on SaaS and AI, there's a significant opportunity in consumer internet businesses over the next decade or two.
- “I think as far as SaaS and AI, it's super shiny, super interesting. That's where everybody's focused. And I just have a hard time believing there are not going to be any new consumer Internet businesses founded and built over the next ten or twenty years.” - Jay (9:04)
- 🟢 $TECH - 🔒
- 🟢 $PUBTECH - 🔒
Bearish:
- 🔻 $AIINV - 🔒