In our August First (Second) Friday Livestream we take live questions, discuss earnings, review the July portfolio contest results, and speculate on why Warren Buffett is hoarding cash.

Companies mentioned: ALVOF, BIPC, BTI, EQNR, FSLR, HSY, LMND, LOB, MELI, MO, NVDA, TTD, UPST

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023