Profile

Investor: Brett Schafer

Investment style: Growth

Podcast: Chit Chat Stocks

Title: Co-host since 2018

Circle of competence: Airports, consumer discretionary, technology

Picks: Airbnb (ABNB), Coupang (CPNG), Grupo Aeroportuario del Centro Norte (OMAB), Grupo Aeroportuario del Pacífico (GAPB.MX), Nelnet (NNI), Nintendo (NTDOY), Portillo’s (PTLO), Remitly Global (RELY)

Pans: Apple (AAPL), Palantir Technologies (PLTR), Tesla (TSLA)

Influences: Charlie Munger, Peter Lynch, Stanley Druckenmiller

Substack: www.chitchatstocks.substack.com

Twitter: @CCM_Brett, @chitchatstocks