Episode 23: Investment Breakthrough, Finally

from Shooting the Bull With Drowsy and Bear · host Drowsy Investor

On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIGR, NBIS, SIMO, and More

Episode metadata supplied by the publisher feed · Published Jun 29, 2026

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Episode 23: Investment Breakthrough, Finally

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This episode was published on June 29, 2026.

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