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Podcast: The Meb Faber Show - Better Investing
Episode: Thomas George, Grizzle - Disruption at a Reasonable Price | #507
Description: Today’s guest is Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF.In today’s episode, Thomas talks about investing in disruption at a reasonable price. Key word: reasonable. He talks about the sector and thematic focus of the ETF and takeaways from the 2022 sell-off in the growthier parts of the market. As we wind down, he walks through the performance of Amazon since its IPO and why it makes for a perfect case study for disruption at a reasonable price.-----Follow Meb on Twitter, LinkedIn and YouTube