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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson
Description: IN THIS EPISODE, YOU’LL LEARN:
11:18 - What Simon’s take is on the Reddit and Wall Street Bet’s movement.
15:28 - What exactly is happening in China with the crackdown on tech companies.
28:12 - What is happening with shortages in the semiconductor industry and why it is important.
36:12 - What the space economy is and what types of companies are involved.
51:36 - What Affirm does and why they are well-positioned as a business.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS...