• 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