Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term
About this episode
Lauren Cassidy discusses her top stock picks and insights on founder-led companies and AI investments.
Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Where are we in the cycle? 2:23 - Long-term AI winners 5:17 - CoreWeave 6:34 - Rubrik 8:44 - Samsara 10:59 - Datadog 12:42 - Selling Viking 13:40 - Clear 16:10 - Overweight software 20:14 - Palantir 24:37 - Oracle 27:43 - Founder outperformance history 30:23 - Follow Lauren #podcast #investing #markets #macro #stocks #bitcoin #fed
People in this episode
Host: Phil Rosen
Guest: Lauren Cassidy
Topics covered
- investment strategies
- AI in investing
- founder-led companies
- stock market analysis
- portfolio management
Keywords
- investment
- stocks
- AI
- founder-led companies
- portfolio management
- market analysis
- long-term investing
Mentioned in this episode
Organizations: Founder ETFs, Sanford Bernstein, JPMorgan, CoreWeave, Rubrik, Samsara, Datadog, Viking, Clear, Palantir
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