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Manage episode 520985174 series 2875588
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Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.

In this episode:

  • Operating margin quiz: Ports vs. Pizza vs. Car Rentals
  • A 70% drawdown strategy that might actually work
  • Google’s surprise AI + chip resurgence (is Gemini now the AI model?)
  • Value investing is still dead…for now

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256 episodes