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Episode 32:
Interview with Ivana (Spear Invest)
In the
32nd episode
of Investing With The Whales, I interview Ivana, Founder & PM of Spear Alpha ETF (SPRX).
Follow Ivana on
Twitter
and check out
SPRX ETF
.
Topics discussed: Ivana’s background, Spear Alpha ETF strategy, sizing of positions, cybersecurity sector, semiconductor space, EV space, enterprise software, starting a position, holding period, stock-based compensation, valuing tech companies, long/short strategy, advice for someone who wants to start an ETF
Stocks covered in detail: SPRX, ZS, AMD
Stocks mentioned: NVDA, SHOP
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