Josh Goltry is the Founder and Chief Investment Officer at JAG Capital. Josh takes about the importance of listening to earnings calls of companies you don't own and how Nancy Pelosi's purported trip to Taiwan could have massive and sudden implications for the tech sector. He describes his position on Nvidia, which he calls the best-placed company in the world for the years ahead, and explains how his Telsa pitch in 2019 meant he didn't get a gig at Steve Cohen's Point72.
Josh Goltry is the Founder and Chief Investment Officer at JAG Capital.
During this chat, Josh explains why investors should listen to earnings calls of companies they don't own to gain an edge. He also explains why investors shouldn't consider tech stocks growth stocks anymore.
Ahead of Nancy Pelosi's purported trip to Taiwan, Josh shares his thoughts on how a destabilization of US-China relations could affect chip-maker TSM—a company he calls the most systemically important in the world. He also articulates the urgency and implications of bringing chip manufacturing to the US.
Josh then talks about Nvidia—a company he describes as the connective tissue of the world's entire tech infrastructure. He delivers his thesis on the firm, remarking that there is no better-placed company in the world in the decades ahead.
Josh talks about Tesla and how the companies with the largest AI training sets will be unassailable. He also explains why pitching Tesla at Point72 in 2019 cost him a position there.