Quality Investing With Aria: Part 2

Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 6th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. 

 

Connect:

Newcomer Investor on X:⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠

Aria on X: ⁠⁠https://x.com/QualityInvest5⁠⁠

Aria on Youtube: ⁠https://youtu.be/0Xd2YcfkKRE?feature=shared⁠ 

Fiscal AI: my favourite research tool: ⁠https://fiscal.ai/?via=anthony⁠

 

Episode Highlights:

(0:00) - Introduction

(2:24) - Mastercard

(5:00) - Fiserv

(20:00) - Salesforce

(29:00) - Transmedix

(37:30) - Hims & Hers

(42:20) - Uber, Tesla, Waymo & the future of AVs

(58:50) - ASML

(01:03:50) - Google