Episode Details
| Title | Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419] |
|---|---|
| Date | 4/15/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy โ |
Key Insights
Bullish:
- ๐ข $COUPANG - Green Oaks Capital demonstrates high conviction in Coupang through long-term board involvement, recent share purchases, and belief in its superior e-commerce capabilities.
- โWe think of ourselves as very long term investors and if you really wanna understand how long I've been on the board for about fifteen years, and this is public information. Just last quarter, we were buying more shares.โ - Neil (43:57)
- โBomb could build the best e commerce experience in the world. Not the best in Korea, not the best in Asia, the best in the world. Better than Amazon, better than anywhere else on Earth. He has done that today.โ - Neil (59:27)
- ๐ข $CVNA - ๐
- ๐ข $SF - ๐
Bearish:
- ๐ป $VC - ๐