Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on January 20th, 2022! Stream Notes Timestamps 0:00 Intro / Market Update8:00 Homebuilding / BLDR Update11:25 ARKK13:11 Portfolio Management15:45 PTON18:08 How Justin thinks about the market / More portfolio management22:30 Quick ROIC update23:30 BLDR pt. 224:30 Chat Questions (Portfolio Management/Dave Lee/TSLA)27:48 PTON pt. […]
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