Investing With The Whales | Episode 43 | Interview with James Roppel
In the 43rd episode of Investing With The Whales, I interview James Roppel, Hedge Fund Founder & Manager of $100+ million
This episode is brought to you by Lupton Capital – www.LuptonCapital.com
In the 43rd episode of Investing With The Whales, I interview James Roppel, Hedge Fund Founder & Manager of $100+ million.
Follow James on Twitter and check out his new service RoppelReport (get 30% off with the promo code FOUNDER).
Topics discussed: the beginnings, James’ strategy, CANSLIM, institutional money support, bull market, Nvidia, the importance of management, Celsius, the importance of fundamentals, portfolio concentration, earnings gap ups, Super Micro Computer, tax efficiency, hedging, position sizing, buying/selling, RoppelReport service
Stocks covered in detail: NVDA, CELH, SMCI
Stocks mentioned: PLTR, ASML, TSLA, NFLX, PANW, VRT
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FWIW, my investment portfolio is up 102% YTD and 1,050% over the past 3 years.
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