Investing With The Whales

About Investing With The Whales

On his show, Jonah interviews prominent CEOs of public companies and prolific investors in the stock market. Jonah Lupton is an entrepreneur, investor, and podcaster with 550,000+ followers across social media and 50,000+ newsletter subscribers. Follow if you want to learn about and invest in high-quality public companies.

Publisher

Lupton Capital

Category

business

Language

en

Explicit

No

First episode

26 Nov 2022

Latest episode

21 Dec 2022

Latest episodes

4 episodes in the feed.

1. 

   21 Dec 2022

   Investing With The Whales | Ep 4 | Libor Michalek, President of Affirm (AFRM)

   Watch the episode – https://youtu.be/1tyx3w1APUY (https://youtu.be/1tyx3w1APUY) In the third episode of Investing With The Whales, I talk with Libor Michalek, President of Affirm (AFRM). We cover several topics, including the Affirm beginnings, what is actually Buy Now Pay Later (BNPL), why BNPL is better than credit cards, why merchants are actively using BNPL, Affirm’s underwriting process, competition (Klarna, Afterpay), Affirm’s business model, partnerships (Shopify, Amazon, Walmart), delinquency trends, BNPL growth for everyday purchases, Debit+ card, and Affirm’s differentiations. This episode is brought to you by TradeZero – https://us.tradezero.co/JonahLupton (https://us.tradezero.co/JonahLupton). Subscribe To My Services Substack – http://substack.jonahlupton.com (http://substack.jonahlupton.com) Stocktwits – http://stocktwits.jonahlupton.com (http://stocktwits.jonahlupton.com) SeekingAlpha – http://seekingalpha.jonahlupton.com (http://seekingalpha.jonahlupton.com) Twitter – https://twitter.com/JonahLupton (https://twitter.com/JonahLupton) DISCLAIMER (LUPTON CAPITAL) The information and content shared during Investing with the Whales Podcast is for educational and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. Any information shared during the podcast may not be accurate. The information contained in or provided during interviews and through the podcast are not intended to be and do not constitute financial advice, investment advice, trading advice, or any other advice. You should not make any investment or financial decision based on the information presented during any of our interviews without doing your own research and due diligence as well as considering your own financial situation, risk tolerances and time horizon. We encourage everyone to consult their financial and tax advisors before making any important investment decisions. Anyone wishing to invest should seek his or her own independent financial or professional advice. Lupton Capital including any affiliates, hosts, and sponsors, are not endorsing any of the companies that may be presented during interviews and no interview is intended to be a recommendation to buy or sell securities in that company. With respect to information regarding financial performance, nothing during the interviews should be interpreted as a statement of fact or future performance. Statements made by any representation or affiliate of Lupton Capital during interviews should not be interpreted as an investment recommendation. The matters discussed during interviews may involve known and unknown risks and uncertainties. Lupton Capital, their affiliates, and sponsors assume no obligation to update or correct any information shared during past interviews which may be inaccurate or misleading. Please do your own due diligence before making any investment decisions involving any securities or companies discussed during the Investing with the Whales Podcast. DISCLAIMER (TRADEZERO) Jonah Lupton is a paid marketing partner of TradeZero and may receive compensation for introducing customers to TradeZero. TradeZero provides self-directed brokerage accounts to customers through its operating affiliates: TradeZero America, Inc., a registered broker-dealer and a member of FINRA and SIPC; TradeZero Inc., a dealer registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, an IIROC member firm and member of CIPF. This video represents only the views and opinions of Jonah Lupton. TradeZero does not endorse the content of this video. LUPTON CAPITAL © 2022

2. 

   2 Dec 2022

   Investing With The Whales | Ep 3 | John Fieldly, CEO of Celsius Holdings (CELH)

   Watch the episode – https://youtu.be/NBQ8eKugVyU (https://youtu.be/NBQ8eKugVyU) In the third episode of Investing With The Whales, I talk with John Fieldly, CEO of Celsius Holdings (CELH). We cover several topics, including Celsius's tremendous growth over the past few years, how they pivoted during the pandemic and became the #2 energy drink on Amazon, the new distribution agreement with Pepsi and how it will continue to fuel growth, international expansion plans, product development strategy, M&A opportunities and how much more $CELH stock Pepsi can buy in the open market. This episode is brought to you by TradeZero – https://us.tradezero.co/JonahLupton (https://us.tradezero.co/JonahLupton). Subscribe To My Services Substack – http://substack.jonahlupton.com (http://substack.jonahlupton.com/) Stocktwits – http://stocktwits.jonahlupton.com (http://stocktwits.jonahlupton.com/) SeekingAlpha – http://seekingalpha.jonahlupton.com (http://seekingalpha.jonahlupton.com/) Twitter – https://twitter.com/JonahLupton (https://twitter.com/JonahLupton) DISCLAIMER (LUPTON CAPITAL) The information and content shared during Investing with the Whales Podcast is for educational and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. Any information shared during the podcast may not be accurate. The information contained in or provided during interviews and through the podcast are not intended to be and do not constitute financial advice, investment advice, trading advice, or any other advice. You should not make any investment or financial decision based on the information presented during any of our interviews without doing your own research and due diligence as well as considering your own financial situation, risk tolerances and time horizon. We encourage everyone to consult their financial and tax advisors before making any important investment decisions. Anyone wishing to invest should seek his or her own independent financial or professional advice. Lupton Capital including any affiliates, hosts, and sponsors, are not endorsing any of the companies that may be presented during interviews and no interview is intended to be a recommendation to buy or sell securities in that company. With respect to information regarding financial performance, nothing during the interviews should be interpreted as a statement of fact or future performance. Statements made by any representation or affiliate of Lupton Capital during interviews should not be interpreted as an investment recommendation. The matters discussed during interviews may involve known and unknown risks and uncertainties. Lupton Capital, their affiliates, and sponsors assume no obligation to update or correct any information shared during past interviews which may be inaccurate or misleading. Please do your own due diligence before making any investment decisions involving any securities or companies discussed during the Investing with the Whales Podcast. DISCLAIMER (TRADEZERO) Jonah Lupton is a paid marketing partner of TradeZero and may receive compensation for introducing customers to TradeZero. TradeZero provides self-directed brokerage accounts to customers through its operating affiliates: TradeZero America, Inc., a registered broker-dealer and a member of FINRA and SIPC; TradeZero Inc., a dealer registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, an IIROC member firm and member of CIPF. This video represents only the views and opinions of Jonah Lupton. TradeZero does not endorse the content of this video. LUPTON CAPITAL © 2022

3. 

   28 Nov 2022

   Investing With The Whales | Ep 2 | Lucas Haldeman, Founder & CEO of SmartRent (SMRT)

   Watch the episode – https://youtu.be/UMX548lnsME (https://youtu.be/UMX548lnsME) In the second episode of Investing With The Whales, I talk with Lucas Haldeman, Founder & CEO of SmartRent ($SMRT). We cover several topics, including the company’s target market, supply chain problems, sales cycle, a recent acquisition of SightPlan, the SaaS part of the business, and perspectives for 2023 and beyond. Enjoy! This episode is brought to you by TradeZero – https://us.tradezero.co/JonahLupton (https://us.tradezero.co/JonahLupton). My SmartRent writeup – https://jonahlupton.substack.com/p/smartrent (https://jonahlupton.substack.com/p/smartrent) Subscribe To My Services Substack – http://substack.jonahlupton.com (http://substack.jonahlupton.com) Stocktwits – http://stocktwits.jonahlupton.com (http://stocktwits.jonahlupton.com) SeekingAlpha – http://seekingalpha.jonahlupton.com (http://seekingalpha.jonahlupton.com) Twitter – https://twitter.com/JonahLupton (https://twitter.com/JonahLupton) DISCLAIMER (LUPTON CAPITAL) The information and content shared during Investing with the Whales Podcast is for educational and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. Any information shared during the podcast may not be accurate. The information contained in or provided during interviews and through the podcast are not intended to be and do not constitute financial advice, investment advice, trading advice, or any other advice. You should not make any investment or financial decision based on the information presented during any of our interviews without doing your own research and due diligence as well as considering your own financial situation, risk tolerances and time horizon. We encourage everyone to consult their financial and tax advisors before making any important investment decisions. Anyone wishing to invest should seek his or her own independent financial or professional advice. Lupton Capital including any affiliates, hosts, and sponsors, are not endorsing any of the companies that may be presented during interviews and no interview is intended to be a recommendation to buy or sell securities in that company. With respect to information regarding financial performance, nothing during the interviews should be interpreted as a statement of fact or future performance. Statements made by any representation or affiliate of Lupton Capital during interviews should not be interpreted as an investment recommendation. The matters discussed during interviews may involve known and unknown risks and uncertainties. Lupton Capital, their affiliates, and sponsors assume no obligation to update or correct any information shared during past interviews which may be inaccurate or misleading. Please do your own due diligence before making any investment decisions involving any securities or companies discussed during the Investing with the Whales Podcast. DISCLAIMER (TRADEZERO) Jonah Lupton is a paid marketing partner of TradeZero and may receive compensation for introducing customers to TradeZero. TradeZero provides self-directed brokerage accounts to customers through its operating affiliates: TradeZero America, Inc., a registered broker-dealer and a member of FINRA and SIPC; TradeZero Inc., a dealer registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, an IIROC member firm and member of CIPF. This video represents only the views and opinions of Jonah Lupton. TradeZero does not endorse the content of this video. LUPTON CAPITAL © 2022

4. 

   26 Nov 2022

   Investing With The Whales | Ep 1 | Jared Isaacman, Founder & CEO of Shift4 (FOUR)

   Watch this episode – https://youtu.be/r58TO9GuXzA (https://youtu.be/r58TO9GuXzA). In the first episode of Investing with the Whales, I talk with Jared Isaacman, Founder and CEO of Shift4 ($FOUR). We cover several topics, including the company’s growth strategy, new product launches, international expansion, and recent acquisitions. Enjoy! This episode is brought to you by TradeZero – https://us.tradezero.co/JonahLupton (https://us.tradezero.co/JonahLupton). My Shift4 writeup – https://jonahlupton.substack.com/p/shift4 (https://jonahlupton.substack.com/p/shift4) Subscribe To My Services Substack – http://substack.jonahlupton.com (http://substack.jonahlupton.com) Stocktwits – http://stocktwits.jonahlupton.com (http://stocktwits.jonahlupton.com) SeekingAlpha – http://seekingalpha.jonahlupton.com (http://seekingalpha.jonahlupton.com) Twitter – https://twitter.com/JonahLupton (https://twitter.com/JonahLupton) DISCLAIMER (LUPTON CAPITAL) The information and content shared during Investing with the Whales Podcast is for educational and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. Any information shared during the podcast may not be accurate. The information contained in or provided during interviews and through the podcast are not intended to be and do not constitute financial advice, investment advice, trading advice, or any other advice. You should not make any investment or financial decision based on the information presented during any of our interviews without doing your own research and due diligence as well as considering your own financial situation, risk tolerances and time horizon. We encourage everyone to consult their financial and tax advisors before making any important investment decisions. Anyone wishing to invest should seek his or her own independent financial or professional advice. Lupton Capital including any affiliates, hosts, and sponsors, are not endorsing any of the companies that may be presented during interviews and no interview is intended to be a recommendation to buy or sell securities in that company. With respect to information regarding financial performance, nothing during the interviews should be interpreted as a statement of fact or future performance. Statements made by any representation or affiliate of Lupton Capital during interviews should not be interpreted as an investment recommendation. The matters discussed during interviews may involve known and unknown risks and uncertainties. Lupton Capital, their affiliates, and sponsors assume no obligation to update or correct any information shared during past interviews which may be inaccurate or misleading. Please do your own due diligence before making any investment decisions involving any securities or companies discussed during the Investing with the Whales Podcast. DISCLAIMER (TRADEZERO) Jonah Lupton is a paid marketing partner of TradeZero and may receive compensation for introducing customers to TradeZero. TradeZero provides self-directed brokerage accounts to customers through its operating affiliates: TradeZero America, Inc., a registered broker-dealer and a member of FINRA and SIPC; TradeZero Inc., a dealer registered with the Securities Commission of the Bahamas; and TradeZero Canada Securities ULC, an IIROC member firm and member of CIPF. This video represents only the views and opinions of Jonah Lupton. TradeZero does not endorse the content of this video. LUPTON CAPITAL © 2022

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings