The creator reflects on missing a significant gain in Avis (CAR) after identifying potential catalysts but ultimately not acting on the opportunity.
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April 2026 Random Ramblings
Apr 16, 2026
The creator discusses various topics including SaaS, AI hedging, pattern recognition, and the impact of AI on investors. He also shares a personal anecdote about a missed investment opportunity. The podcast is sponsored by Fiscal.ai, a real-time fundamental API tracker.
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Procter & Gamble in 2001 is used as a historical example of a company with stalled growth and great brands that eventually performed well.
Google is a primary AI pick due to its AI initiatives, potential investment in Anthropic, and GCP.
The creator suggests considering LEAPS options on Google as a potential hedge against AI's impact.
The creator suggests considering LEAPS options on Amazon as a potential hedge against AI's impact.
The creator suggests considering LEAPS options on Meta as a potential hedge against AI's impact, noting a past discussion about stock options.
The creator suggests considering LEAPS options on Microsoft as a potential hedge against AI's impact.
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