Newcomer Investor

Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 6th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.    Connect: Newcomer Investor on X:⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠ [https://twitter.com/NewcomerInvest] Aria on X: ⁠⁠https://x.com/QualityInvest5⁠⁠ [https://x.com/QualityInvest5] Aria on Youtube: ⁠https://youtu.be/0Xd2YcfkKRE?feature=shared⁠ [https://youtu.be/0Xd2YcfkKRE?feature=shared]  Fiscal AI: my favourite research tool: ⁠https://fiscal.ai/?via=anthony⁠ [https://fiscal.ai/?via=anthony]   Episode Highlights: (0:00) - Introduction (2:24) - Mastercard (5:00) - Fiserv (20:00) - Salesforce (29:00) - Transmedix (37:30) - Hims & Hers (42:20) - Uber, Tesla, Waymo & the future of AVs (58:50) - ASML (01:03:50) - Google

Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market. Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording.   Connect: Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Check out KITS: ⁠https://www.kits.ca/index⁠ [https://www.kits.ca/index] Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠⁠⁠https://finchat.io/?via=anthony⁠ [https://finchat.io/?via=anthony]   Timestamps: (0:50) - Introducing Olivia Evans (1:55) - What is KITS? (2:55) - What differentiates KITS in the optical category? (05:26) - Customer loyalty & retention, NPS (6:55) - Millennial customer segment (8:22) - Cost structure (11:11) - KITS reverse-engineered the optical industry (12:05) - KITS internal targets for revenues & margins in the medium term and long term (13:48) - Highlights from KITS Q1 2025 results (15:08) - TELUS Health & other recent insurance partnerships for KITS (18:25) - Does KITS have a moat? How do they view competition? (22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+ (24:40) - How to keep employees aligned with the mission in a growing and changing company (27:10) - Olivia’s message for the investing community (29:05) - Olivia’s favourite KITS design (30:41) - Anthony post-conversation

Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do! Connect:Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠https://finchat.io/?via=anthony [https://finchat.io/?via=anthony] Timestamps: (0:00) - Intro (00:58) - Broad thoughts on investing in the age of uncertainty and tariffs (6:34) - What I bought since “Liberation Day” (7:50) - YTD returns (as of April 13th)

Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China. Links: Newcomer Investor on X:⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠ [https://twitter.com/NewcomerInvest] Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com [iamthenewcomerinvestor@gmail.com] AJ Button on X: https://x.com/AJButton2 [https://x.com/AJButton2] Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony [https://finchat.io/?via=anthony] Episode Highlights: (0:00) - Introducing AJ Button (2:10) - Is China investable? Analyzing the risks and benefits. (16:00) - Alibaba (27:00) - PDD Holdings (34:40) - Postal Savings Bank of China (41:43) - Why AJ purchased more Brookfield Corporation Please note, this conversation was recorded on January 12th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice!

Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do! Connect: Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Timestamps: (0:00) - Intro (0:28) - Market (2:10) - Portfolio strategy changes over the years (14:14) - Plans for 2025 (18:10) - 5 stocks to watch in 2025