Best Stocks 2025: A Conversation with Jason Del Vicario

Capital Compounders Show

In this episode of the Capital Compounders Show, host Robin Speziale interviews Jason Del Vicario, a portfolio manager at Hillside Wealth. Jason shares his unique journey from studying atmospheric sciences to becoming a successful investor. He reflects on the growth of his portfolio in 2024, the importance of buying during market dips, and the lessons learned from selling underperforming stocks. The conversation also delves into Jason's global investment strategy, focusing on high-quality businesses outside North America, and his long-term commitment to Constellation Software.

KEY TAKEAWAYS:

• Jason's journey from atmospheric sciences to portfolio management is unique
• The importance of buying during market dips is emphasized, particularly with Meta
• Investing globally opens up opportunities in high-quality businesses
• Constellation Software is viewed as a top private equity firm by Jason

• The discipline of capital allocation is vital for long-term success
• Jason's investment philosophy focuses on high-quality businesses at favorable prices
• The challenges of investing in Japan highlight the need for patience and understanding

• Long-term ownership of equities is a proven wealth creator
• Market predictions are often unreliable; focus on quality businesses

#investing #stocks #personalfinance #wealth #podcast Tags: value investing, Constellation Software, global investing, market analysis, buying the dip, selling strategies, investment strategies, capital allocation, Constellation Software, market predictions, Canadian market, best stocks, Fever Tree, Evolution, Meta, Charlie Munger

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DISCLAIMER:

This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.