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It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Magnificent 7 stocks vs international diversification
-How to diversify into Japan and India
-Stocks that have lost momentum: MercadoLibre and SoFi
-The threat to SentinelOne from Anthropic’s Mythos
Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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