On this July 2026 episode, Bear and Drowsy welcome back Growth Investing Mastery&#x27;s WPR to learn how he finds opportunities in the market before everyone else sees them. Bear, Drowsy, and WPR discuss growth portfolio management and what an ideal growth portfolio could look. WPR then talks about his strategy for identifying and building conviction, as well as, some of his mega winners. Bear and Drowsy ask about all the major AI investing trends: memory, optics, and neoclouds. And to end the episode the three talk.... poker.<br><br>A must listen episode for growth investors.<br><br>Stocks Mentioned: ALAB, NVDA, CRDO, MU, FIGR, HNGE, SIMO, and More

Episode 24: WPR on Finding The Next Great Thing

Shooting the Bull With Drowsy and Bear

Hey guys and welcome to episode 24 of Shooting the Bull Pod with Drowsy and Bear. As always, you can hit us up on Twitter at investing underscore bear or at Drowsy Investor. You can also reach us via email at shootingthebullpod2025 at gmail.com. And we've got a great show for you. So we have a return guest, someone who's put up just absolute numbers over the last few years, someone who's beating the market by hundreds of percentage, and has a knack for finding the next

great thing. He is the creator of growth investing mastery channel on YouTube. And welcome back to the pod WPR. Hey, thanks for having me excited to be here. We've got so much to talk about. But in true shooting the bull fashion. I have a story for you guys. So guess what kind of market we're in? You tell us. One of these days, you're gonna come up out of left field and like, let me guess your cousin told you about a stock and I'm gonna be how the hell did you know, but zero day trading on

Calci. That's that's the market we're in. Maybe we should open that as like a market generator. What will Drowsy say next? So best bud of mine had a boatload of Nvidia unloaded it recently at kind of at all time highs and bought a house really great for him. I could not be more happy for him. And he listens to the show. So he knows exactly who he is. And now to call him out a bit. So he comes to me. And he tells me you heard of this company, they do power. And I was like, I don't know what that means. Unspecified power.

Episode 24: WPR on Finding The Next Great Thing

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Episode 24: WPR on Finding The Next Great Thing

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.