<p>Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 6th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. </p><p> </p><p><strong>Connect:</strong></p><p>Newcomer Investor on X:<a href="https://twitter.com/NewcomerInvest"> https://twitter.com/NewcomerInvest</a></p><p>Aria on X: <a href="https://x.com/QualityInvest5">https://x.com/QualityInvest5</a></p><p>Aria on Youtube: <a href="https://youtu.be/0Xd2YcfkKRE?feature=shared">https://youtu.be/0Xd2YcfkKRE?feature=shared</a> </p><p>Fiscal AI: my favourite research tool: <a href="https://fiscal.ai/?via=anthony">https://fiscal.ai/?via=anthony</a></p><p> </p><p><strong>Episode Highlights:</strong></p><p>(0:00) - Introduction</p><p>(2:24) - Mastercard</p><p>(5:00) - Fiserv</p><p>(20:00) - Salesforce</p><p>(29:00) - Transmedix</p><p>(37:30) - Hims & Hers</p><p>(42:20) - Uber, Tesla, Waymo & the future of AVs</p><p>(58:50) - ASML</p><p>(01:03:50) - Google</p>
