🎥 **INSight #59 – What is the Highest Conviction Long Idea in Your Portfolio? Jun Bei Liu from Tribeca Investment Partners and Peter White from The Inside Network discuss.**
In this engaging episode of INSight, Jun Bei Liu from Tribeca Investment Partners and Peter White from The Inside Network deep-dive into their highest conviction long idea in their respective portfolios. Curious to know what it is? Keep watching to find out!
[](https://www.youtube.com/watch?v=VIDEO_ID)
## Highest Conviction Idea: Star Casino’s Potential for Remarkable Growth
One of our standout picks in the current market is **Star Casino**. Despite being impacted by the recent lockdown and other adversities, we firmly believe that Star Casino is poised for success and significant earnings growth.
💪 **Why Star Casino?**
– **Robust Balance Sheet**: Star Casino’s balance sheet remains strong, providing stability in these uncertain times.
– **Encouraging Visitation**: Visitations to Star Casino are already on the rise, indicating a promising recovery phase.
– **Gaining Momentum**: Being on track to bounce back strongly, Star Casino’s growth potential is immense.
Join Jun Bei Liu and Peter White as they explore the reasons behind this highest conviction idea and uncover the untapped potential of Star Casino. Don’t miss out, it’s time to seize the opportunity!
*Timestamp*:
0:00 – Introduction
0:30 – Highest Conviction Idea: Star Casino
1:45 – Reasons behind the Conviction
3:10 – Exploring Star Casino’s Growth Potential
🔔 Make sure to **subscribe** and **ring the bell** to never miss an episode of INSight!
🌐 For more insightful discussions and analysis, visit [Tribeca Investment Partners](https://www.tribecafunds.com.au/) and [The Inside Network](https://www.insidenetwork.com/).
[Sources](https://example.com/source1)
INSight #59 – What is the Highest Conviction Long Idea in Your Portfolio? Jun Bei Liu from Tribeca Investment Partners and Peter White from The Inside Network discuss.
Jun Bei Liu, what an absolute pleasure to listen to!