MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson

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 AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get more FREE content from Robert Get a FREE audiobook from Audible Read the 9 Key Steps to Effective Personal Financial Management. Check out our Investing Starter Packs about business and finance. Learn about our Investing Starter Packs on real estate. Clayton Christensen’s The Innovator's Dilemma Joel Greenblatt’s book The Little Book That Still Beats the Market David Swensen’s book Pioneering Portfolio Management Peter Lynch’s book One Up On Wall Street All of Robert’s favorite books Related Episode: MI040: COVID19 and Growth Investing with Simon Erickson Related Episode: MI088: Growth Investing Stock Analysis with Simon Erickson SPONSORS Support our free podcast by supporting our sponsors: ⁠CFI Education⁠ ⁠Airbnb⁠ Read this episode’s transcript and full show notes on our website. Connect with Simon: Website | Twitter Connect with Robert: Website | Twitter | Instagram Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm