Investing With The Whales | Episode 9 | Interview with Scott Bennett
In the 9th episode of Investing With The Whales, I interview Scott Bennett, former Fidelity analyst and founder of InvestWithRules
This episode is brought to you by Lupton Capital – https://www.luptoncapital.com/
Hello everyone,
In the 9th episode of Investing With The Whales, Scott Bennett, former Fidelity analyst and founder of InvestWithRules (https://www.investwithrules.com).
You can follow Scott at https://twitter.com/investwithrules
Topics discussed: InvestWithRules newsletter, large funds ($1+ trillion), 13-F filings and their limitations, working at Fidelity, the importance of institutional funding, market trends, ETF vs. real holding, macro perspective, and energy stocks.
Stocks discussed in detail: CPNG, LNTH, TSLA, UBER, GLBE, SQ, XLE
Stocks mentioned: NU, GOOGL, SQ, UPST, STEM, ALB, TMDX, INDM, UBER, CELH, GLBE, SDGR, TSLA
In addition to this newsletter, I have two other newsletters on Substack:
Jonah’s Deep Dives, where I publish a weekly deep dive writeup (8,000+ words) on different growth stocks. Subscribe at deepdives.luptoncapital.com
Jonah’s Trading Charts, where I publish every morning my favorite charts and trading setups for the day, including access to my trading portfolio, daily activity, and live webcasts. Subscribe at tradingcharts.luptoncapital.com
I also run the largest Stocktwits room, where I post nonstop about my investment portfolio and trading portfolio, including access to my daily activity, market commentary, investment models, daily webcasts, and much more. Subscribe at stocktwits.luptoncapital.com
Recently, I launched a service on Seeking Alpha, which is a combination of both Substack newsletters and my Stocktwits room but in one place to make things more streamlined. Subscribe at seekingalpha.luptoncapital.com