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Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback
Manage episode 520985174 series 2875588
Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.
In this episode:
- Operating margin quiz: Ports vs. Pizza vs. Car Rentals
- A 70% drawdown strategy that might actually work
- Google’s surprise AI + chip resurgence (is Gemini now the AI model?)
- Value investing is still dead…for now
Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
256 episodes
Manage episode 520985174 series 2875588
Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.
In this episode:
- Operating margin quiz: Ports vs. Pizza vs. Car Rentals
- A 70% drawdown strategy that might actually work
- Google’s surprise AI + chip resurgence (is Gemini now the AI model?)
- Value investing is still dead…for now
Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
256 episodes
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