On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more! This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://www.rocketmoney.com/compound More from Dan: https://www.linkedin.com/in/dan-davidowitz-ab922a2/ ►00:00 - Cold Open ►09:27 - Intro ►11:12 - Dan and Polen Capital ►16:09 - Sam Bankman-Fried ►21:21 - Best start to a year since 2019 ►37:45 - Top 10 holdings ►43:35 - Netflix Stock ►52:28 - Underweight the Mag 7? ►58:51 - The bull case for Amazon ►01:08:56 - Apple antitrust lawsuit ►01:14:44 - Generative AI ►01:19:59 - GLPs ►01:25:46 - Remembering Daniel Kahneman ►01:33:11 - Favorites 👕 Check out The Compound shop: https://www.idontshop.com 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://link.chtbl.com/animalspirits Ask The Compound: https://link.chtbl.com/askthecompound The Compound Newsletter: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin.... Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ #thecompound #investing #stockmarket