Stocktwits co-founder Howard Lindzon and 7investing's Austin Lieberman discuss Howard’s approach to public market investing. Howard and Austin dive into Howard’s “Fashology” and “8 to 80” portfolios on Koyfin. Howard also shares his current portfolio as well as his top 10 positions. The conversation wraps up with Howard’s thoughts on the recent market volatility and how he’s thinking about the future.

00:00 Introduction
03:00 Howard’s thumb burn and toothpaste treatment
03:50 Thoughts on Stitch-fix (SFIX) & how he thinks about finding long-term compounders
05:40 Howard's "Fashology" companies
07:30 Howard's "8 to 80" companies
08:40 How Howard uses Koyfin to track his "8 to 80" and "Fashology" portfolios and company data
11:30 Howard's current portfolio & top 10 holdings
13:00 Thoughts on portfolio allocation and risk tolerance
15:00 How being an Angel investor has impacted Howard's public market investing
17:00 Biggest takeaway's from the guests on Howard's "Panic with Friends" podcast
20:00 Howard's thoughts on the recent market volatility and how he's thinking about the future
26:00 Be nice to people on the internet


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