What Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41)

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.*** Brett Bivens is an investor and researcher at Tech Nexus. He also writes the popular Substack Newsletter, Venture Desktop. I was thrilled to get Brett on the show because I wanted to pick his brain on his most popular articles.  Brett's essays span wide-ranging topics, including:  Bottoms-up investing The Metaverse of healthcare Empowerment Loops Complexity Investing Enablers vs. Growers We spend over an hour discussing these topics and the intricacies of companies like Shopify, Spotify, Facebook and Twitter.  Here's the time-stamp:  [0:31] Intro Questions [3:00] What is TechNexus? [7:00] Brett's Role at TechNexus [11:20] Merits of Bottoms-Up Investing [15:15] Don't Invest In What's Trending [20:23] Complexity Investing [25:43] Metaverse of Healthcare [38:14] Empowerment Loops [47:45] Enablers vs. Growers [55:05] How To Find Underrated Markets [67:10] Examples of Underrated Markets [77:00] Closing Questions If you want to learn more about Brett, check out these links:  Brett's Newsletter Venture Desktop  Brett's Twitter @brettbivens