Interview. Highest Conviction Investments and Investing Lessons with Rose Celine

In this wide spanning interview I spoke with pseudonymous investor Rose Celine. Rose is quite prolific on Twitter/X, commonly sharing his sharp thoughts on a variety of different stocks. In this interview we cover several of his investments and how he thinks about various investing topics. We hope you enjoy!

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Show Notes

(0:00)  — Rose's Background

(6:31)  — Investment Philosophy

(8:46)  — Punch Card Investing

(13:27)  — Axon Mistake

(20:28)  — Mercado Libre Investment Case

(27:37)  — Thoughts on Sea Limited Competition