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Podcast: Australian Investors Podcast
Episode: Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor
Description: Angus Donohoo is an investor and analyst from Intelligent Investor, with a special and unique background of experiences. In this Australian Investors Podcast episode, Owen Rask chats with Angus about:
Why dating apps (such as Tinder and Match Group, etc.) are more like pokies
What Angus learned from working with Kerr Neilson
Lessons learned, particularly around position sizing, and
The rise of AI stocks and who wins
ResourcesAngus' research on Intelligent Investor: https://www.intelligentinvestor.com.au/author/angus-donohoo/11743Free trial of Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership