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Contrarian Calls, Revisited: Liz Hall’s Bullish Calls on Games Workshop, Nintendo

Published March 1, 2022

Liz Hall said she was interested in Games Workshop (GMWKF) and Nintendo (NTDOY), in a September 2020 visit to the podcast.

Hall said she discovered Games Workshop, which manufactures Warhammer figurines and hobby collections, and knew she had to invest “because the people were so passionate.”

She saw similar potential in Nintendo (NTDOY) and purchased the stock at approximately $30 per share.

“I saw Nintendo Switch was coming out and everyone I knew who was into video games was raving about this thing,” she said.

Hall said she goes down “rabbit holes” on YouTube and Reddit learning about topics and cultures that interest her to find investment opportunities.

“I think there’s a lot of [investing opportunities] if you just chill and catch the vibe of what’s going on on the internet.”

What Happened

MoreContrarian Calls, Revisited: Liz Hall’s Bullish Calls on Games Workshop, Nintendo
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Szn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch

Published December 21, 2021

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode.

Nothing here is intended as investment advice.

Content Highlights

  • Worch’s contrarian call: We’re still in a secular bull market (4:14);
  • Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05);
  • Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25);
  • Many people are bearish. Too many (15:33);
  • How Worch Capital is positioning its portfolio and some favorite names (20:45);
  • A brief discussion about inflation (28:09).
MoreSzn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch
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Season 3, Episode 25: Three Areas of Technology Investors Need to Watch

Published November 1, 2021

With Simon Erickson, 7investing

Simon Erickson, founder and CEO of 7investing, joins the podcast to discuss three areas of technological innovation and disruption that stand to transform the world of business as we know it.

The guest identifies one stock from each area, with the understanding that it is not intended as investment advice.

Content Highlights

  • Why focusing on technological change is contrarian (3:41);

  • Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37);

  • Several upstarts have ‘cracked this code’ but Erickson has one that he’s been paying close attention to (5:57);

  • Idea No. 2: Quantum computing (14:23);

  • Background on the guest (22:25);

  • Idea No. 3: Gene editing (25:24);

  • How to go about picking entry points for investments in these areas? (31:30);

  • What about cryptocurrencies and blockchain technologies? (33:47).

MoreSeason 3, Episode 25: Three Areas of Technology Investors Need to Watch
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