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Shooting the Bull With Drowsy and Bear

Shooting the Bull With Drowsy and Bear

Auteur(s): Drowsy Investor
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À propos de cet audio

 Two old guys talking stocks, investing strategy, and life. Same sleepy and trigger happy investors from Twitter.Drowsy Investor Finances personnelles Économie
Épisodes
  • Episode 10: Monthly Portfolio Updates and Investing Lessons

    Episode 10: Monthly Portfolio Updates and Investing Lessons
    Dec 3 2025

    On this December 2025 episode, Bear and Drowsy provide their portfolio updates, talk through key new holdings and the AI trade, and discuss potential investing strategy changes. Bear discusses his big five holdings, while Drowsy discusses his worst month in a while and what he's watching for in NVDA, Axon, and more.


    Stocks Mentioned: NVDA, AXON, AMZN, MELI, SE, IREN, NBIS, ALAB, GOOG, and More
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    46 min
  • Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here

    Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here
    Nov 20 2025

    On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.


    Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More
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    1 h et 1 min
  • Episode 8: Investing Lessons From 2021 for 2025 Craziness and Monthly Portfolio Updates

    Episode 8: Investing Lessons From 2021 for 2025 Craziness and Monthly Portfolio Updates
    Oct 29 2025

    On this October 2025 episode, Bear and Drowsy talk about lessons learned from investing in 2021 and what it means for 2025's crazy markets. The duo then talks about portfolio management strategies and Bear attempts an intervention for Drowsy due to his outsized NVDA position.


    Stocks mentioned: NVDA, PLTR, AXON, MSFT, RBRK, FOUR, MELI, AMZN, ALAB and More
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    45 min
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