Searching for the Next 100-Bagger

Advertisement

You can’t spell income without INCM

This week on TCAF, Josh and Michael were joined by returning guest Eric Jackson, Founder and President of EMJ Capital. They discussed OpenAI's wild week, searching for 100 baggers, the case for Opendoor, and Eric's legendary Carvana call. (Listen)

• Brian Belski Says the ‘Bull Market Continues’ | The Compound and Friends (Listen)

• Emerging Markets are Back | Talk Your Book (Listen)

• The Stock Market is Secretly Getting Killed | What Are Your Thoughts? (Listen)

• Never Go All-In on Stocks | Animal Spirits (Listen)

• Should You Pay Off Your Mortgage Early? | Ask the Compound (Listen)

• Eric Jackson and the Search for the Next 100-Bagger | The Compound and Friends (Listen)

• The Two Biggest Stories of the Year: AI and Tariffs | Talk Your Book (Listen)

By any standard, the technology stock boom has been impressive. You can see here how it compares to prior booms. It is worth noting that they have also achieved unprecedented profitability. Matt Cerminaro at Chart Kid Matt examines how much the Mag 7 (ex-Tesla) companies earn every minute.

The Animal Spirits Fall Mug is here! Ben may not drink coffee, but you can with one of these new mugs. Remember, you can always check out all our cool merch at idontshop.com.

This week on TCAF, Josh and Michael will be joined by Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners.

• Got something to say? Reach out to the shows at Animal Spirits or Ask the Compound.

• Interested in sponsoring The Compound? Reach out to Graham for details.

• You can join the other 218k people who subscribe to The Compound channel on YouTube.

• Need additional compelling content? Follow The Compound on X and Instagram.