Hello everyone!This week I sat down with Bristol, a 25-year-old working in the semiconductor industry with a PADI of over $10,000! You may know him as @bristoldividend on Twitter.Bristol and I talk about:

  • What makes an A+ stock?
  • Does Zoom have a moat?
  • The difference between share buybacks and dividends (and what we love about each)
  • 2 companies that have CRUSHED it for him (over 100% gains!)
  • One company that hasn’t quite lived up to our expectations
  • Why we wouldn’t start our own ETF
  • Our approach to valuation
  • What it's like working in the semiconductor industry
  • A spicy hot take 👀

Tickers Discussed:JPM, COST, AAPL, NUE, ASML, VFC, ZM, T, PPL, MMM, VZ, SBUX, UNP, NVDA, AMDLet me know what you think of this episode!If you loved it, please rank it 5 stars! It goes a long way and means a lot to me :)You can hit me up on Twitter and join 1,600+ people on my free newsletter!

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