Episode of My First Million with Sam Parr and Shaan Puri.
Topics
- Introduction to Social ARB and Observational Investing
- The Childhood Origins of the Arbitrage Mindset
- The Snapple Trade: A Teenager’s First Information Edge
- The Four Schools of Investing and the ‘Door Number Three’ Approach
- Case Study: Predicting Roofing Stock Gains via Google Trends
- Case Study: ELF Cosmetics and the Jeffree Star Alpha
- TickerTags: Institutionalizing Conversational Data
- Case Study: The Sphere and Wizard of Oz Trade
- The $70M Journey and the Mistake of Venture Investing
- Case Study: Palantir and Ignoring Valuation for Information
- The COVID Trade and the Tim Hortons Failure
- Current High Conviction: Bloom Energy and AI Infrastructure
- The ‘Big Money Account’ and Bridging the Wealth Gap
- The Age of Abundance and the Private Jet Industry