ZG - Date Your Stocks Don't Marry Them - Jonah Lupton
2024-07-01 08:30:00 ET
Summary
- Fundamental Growth Investor Jonah Lupton shares his investing strategies, including swing trades and hedging, focusing on great companies with strong fundamentals and valuations.
- Why NVIDIA is the top stock to play AI.
- Tesla potentially overvalued with future growth potential. Will they work with Uber or compete against them?
Listen here or on the go via Apple Podcasts and Spotify
Fundamental Growth Investor Jonah Lupton explains his investing strategies, including swing trades and hedging (0:30). Separate great companies from great stocks (22:20) Fundamentals and valuation over technicals (except for swing trades) (27:15). Why Nvidia's still the best way to play AI (32:35). Is Tesla really overvalued? (37:40)
Transcript
Rena Sherbill: Jonah Lupton , who runs Fundamental Growth Investor , which is one of our newest investing groups on Seeking Alpha and might I add, one of our most well-received and one of our highest rated thus far. So, super excited to have Jonah on the show.
Jonah Lupton: Thanks for having me. I appreciate it.
RS : Yeah, it's great to have you on. I'd love it if we just started at the beginning, or maybe somewhere in the middle in terms of your narrative. Let's introduce you to our audience, some on Seeking Alpha already know you. How would you articulate your journey thus far in the investing world, and what brought you to Seeking Alpha? And how did you name your investing group, Fundamental Growth Investor? Let's start in those places.
JL : Okay. So, I mean, my investing journey goes back more than 20 years. My father was a long time Wall Street veteran. When I decided to go to college, I was actually crazy enough to pick premed as my major. And then once I got into premed, I realized that it was not for me. And I quickly fell into finance and economics, did very, very well. I'm not surprised. I've always loved numbers.
I excelled in those subjects in high school, graduated college, went to Morgan Stanley, then went to Smith Barney. Then when I left Smith Barney, those two firms actually got together, they merged. And then I worked for a couple of other investment banks, private banks in Boston. Then I actually took a 10-year break from running client capital.
So when I was at those firms, I was on the wealth management side. So I was running, call it, $0.5 billion of client capital, high net worth foundations, non-profits, et cetera. Ran a couple of tech startups, was out in Silicon Valley for a little while, and then came back during the pandemic....
Date Your Stocks, Don't Marry Them - Jonah Lupton