• Brett Schafer

Episode 108: Interview With Jim Gillies

Listen on:

  1. Spotify

  2. Apple Podcasts

Debrief

  1. Was great to chat with Jim Gillies, who works under the Motley Fool’s hidden gem service in Canada. As we said in the introduction, Jim is one of those investors we’d love to get a beer with, as he has great candor and tons of stories from his endeavors in the investing world and at the Motley Fool (you can follow Jim on Twitter here).

  2. The interview was long (but good!) so the back half of the show was shorter than normal. One thing we did cover was Intel CEO Pat Gilsinger’s keynote speech last week. Looks like the company is in good hands (watch here).

  3. We also discussed the Archegos blow-up, which is truly astounding. It is like a Robinhood trader got $10 billion and then levered up 6x. What did you expect to happen? Absolutely ridiculous behavior.

  4. Robinhood is reportedly going public at 50x sales, WeWork will be back in the public markets soon, and the SPAC game keeps chugging along. Maybe I don’t get it, but call me a skeptic on a brokerage being worth 50x its trailing revenue, no matter how fast it is growing.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.

#JimGillies

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