The Art of Quality Investing: A Conversation With Aria

Newcomer Investor

Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!

In this episode, I chat 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 October 19th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.

Connect:

Newcomer Investor on X: ⁠⁠https://twitter.com/NewcomerInvest⁠⁠

Newcomer Investor Email: ⁠⁠[email protected]⁠⁠

Aria on X:

https://x.com/QualityInvest5

Aria on Youtube: https://www.youtube.com/@QualityInvest5

ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be

Salesforce Video: https://www.youtube.com/watch?si=Kp2Tv6KxAyQ0QuoF&v=WKYZV3gOyeU&feature=youtu.be

Episode Highlights:

(0:00) - Intro

(1:00) - Who is Aria + his beginnings in investing

(3:00) - Mastercard

(13:15) - ASML

(30:00) - Salesforce

(44:20) - Amazon

(53:20) - Google

(1:01:45) - Uber

(1:06:00) - Rapid fire questions

(1:10:00) - Newcomer elevator pitch on Brookfield

(1:23:00) - Amazon (again) - sum of parts valuation

(1:25:00) - Aria’s advice for new investors