Julian Lin
9 Podcast Episodes
Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful recovery(2:34) - Nvid... Read more
26 May 2023
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20mins
Ep. 14 Talking Tech With Julian Lin (Best of Breed)
Ep. 14 Talking Tech With Julian Lin (Best of Breed)
A tech bull and bear discuss/debate the industry and specific names such as Unity, Avalara, C3.ai and Affirm.Download th... Read more
3 Apr 2022
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Julian Lin's Highest Conviction Idea (Ever)? Cannabis.
Julian Lin's Highest Conviction Idea (Ever)? Cannabis.
Julian Lin, from our MasterClass episodes, has a new cannabis focused marketplace service, Cannabis Growth Portfolio. We... Read more
18 Aug 2021
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1hr 3mins
#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin
#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin
Join Eric Schleien with today's interview guest, Julian Lin, as they discuss the different names in the country's cannab... Read more
19 Apr 2021
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18mins
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#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts
Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thought... Read more
5 Feb 2021
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8mins
#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
Show Notes In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry. Julian is a contrib... Read more
13 Mar 2020
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50mins
Marketplace Roundtable #47: Best Of Breed Investing With Julian Lin
Marketplace Roundtable #47: Best Of Breed Investing With Julian Lin
Julian Lin joins the Marketplace Roundtable podcast to discuss his "best of breed" approach to investing high probabilit... Read more
19 Aug 2019
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40mins
Behind The Idea #33: Understanding Alibaba w/Anne Stevenson-Yang and Julian Lin
Behind The Idea #33: Understanding Alibaba w/Anne Stevenson-Yang and Julian Lin
Questions have been asked about Alibaba long before news broke that Jack Ma might be leaving soon. We got in on the ques... Read more
11 Sep 2018
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1hr 30mins
204 - China Has Fallen: Alibaba Is A Conviction Buy (Julian Lin)
204 - China Has Fallen: Alibaba Is A Conviction Buy (Julian Lin)
Trade wars are scaring investors away from China. Are fears of trade wars and distrust of the Chinese government worth m... Read more
8 Aug 2018
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35mins
