Welcome to SunnyPoint podcasts.
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This is 'Technically yours', a podcast where I decode the changes in technology and how its changing our lives. Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support
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Welcome to The SunnyPoint Podcast, where we discover and explore the sunny (bright) side of all things, including: investing, stock ideas, business, photography, comedy, project management, philosophy, etc. Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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We discuss investment best practices, individual stock ideas, and a host of other personal finance and investing topics. I'm inherently a GARP investor and will share my research and perspective, but will also interview guests from various POVs. You can support my content here: https://anchor.fm/sunnypoint/support
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This episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint)--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/…
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I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)
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I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint) -- To support this podcast: https://anchor.fm/sunnypoint/support
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I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies? - How to think of P/E and P/S multiples? - What would higher interest rates do to high flying tech stocks? - Is there a price where a…
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We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies?- How to think of P/E and P/S multiples?- What would higher interest rates do to high flying tech stocks?- Is there a price where a st…
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In this episode, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF
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In this episode, first of 2021, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF--- Support this podcast: https://podcasters.…
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1
How to Deal with FOMO (Fear of Missing Out)
30:39
30:39
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30:39
FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind…
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1
How to Deal with FOMO (Fear of Missing Out)
30:39
30:39
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30:39
FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind…
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In this episode, we discuss:- Have markets bottomed?- Is the optimism pre-mature?- Which companies will bounce back the strongest when shutdown ends?- How to approach the upcoming earnings season?--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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In this episode, we discuss: - Have markets bottomed? - Is the optimism pre-mature? - Which companies will bounce back the strongest when shutdown ends? - How to approach the upcoming earnings season? --- Support this podcast: https://anchor.fm/sunnypoint/support
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1
Covid-19 & Stock Markets: Where do we go from here?
30:23
30:23
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30:23
This episode covers Covid-19's impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! If you found this helpful, please share the episode with friends/on your social feeds, and leave a good revi…
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1
Covid-19 and Stock Markets: Where do we go from here?
30:23
30:23
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30:23
This episode covers Covid-19's impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! :)--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support…
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1
Apple Watch: Series 3 vs Series 5 - Which one should you buy?
11:00
11:00
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11:00
This episode, as of Dec 2019, compares Apple Watch Series 3 vs Series 5. It goes over key features, pricing and value for money. I explain why I chose Series 3. I also go over color choices, and why I decided to go with Space Gray. If you have any follow up questions on Apple Watch, reach out to me on any social media channel. Link to the Youtube v…
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This episode explains the concept of fractional investing and how it can dramatically change the way you invest. In case of any questions, feel free to reach out on social media: Twitter: @ABraveBull ; Facebook: fb.com/WallStreetGuru
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This episode explains the concept of fractional investing and how it can dramatically change the way you invest. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock. --- Support this podcast here: https://anchor.fm/sunnypoint/support
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In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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1
Tech Earnings & Positioning: Q4 2018 (Facebook, Microsoft, Amazon, Google)
37:08
37:08
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37:08
This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
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This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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Apple lowered iPhone guidance for the first time ever and fell further, now losing ~$425 Bil from its top. What's behind the cut: is China really the problem? or has iPhone peaked? Join me, as I dive in. --- Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support
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1
Apple's iPhone vs Amazon's Alexa Strategy
39:35
39:35
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39:35
This episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things. --- Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support…
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1
Reviewing Largest Chinese Tech Firms: Alibaba & Tencent
36:38
36:38
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36:38
This episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity. --- Pic Source: WalkTheChat --- Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support…
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1
Facebook lost $120 Bil in Market Value in a 10 minutes: Why, and what's next?
34:43
34:43
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34:43
This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock. Disclosure: I'm bullish. --- Management cited: CEO, Mark Zuckerberg COO, Sheryl Sandberg CFO, David Wehner --- Support this podcast: https:/…
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Apple lowered iPhone guidance for the first time ever and fell further, now losing ~$450 Bil from its top. What's behind the cut: is China really the problem? or has iPhone peaked? Join me, as I dive in. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy? --- Picture source: Kennon Financial
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We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy? --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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1
Suggestions to Retailers for Providing better experience & Gaining Market Share
42:24
42:24
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42:24
This episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omni-channel. The experience is derived over time, but specific cases around Black Friday (Thanksgiving) season of 2018 are mentioned. If you'd like to discuss…
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1
My suggestions to Retailers: from Black Friday, 2018 experience
42:24
42:24
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42:24
This episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omnichannel. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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Markets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling.
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Markets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support…
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1
Apple's iPhone vs Amazon's Alexa Strategy
39:37
39:37
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39:37
This episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support…
…
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1
Tesla is Staying Public- What Happens Now?
12:53
12:53
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12:53
We discuss: Musk's decision to stay public, whether it was the right decision imo, and what should they do now. Pic Source: Washington Post
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1
Tesla is Staying Public: What Happens Now?
12:54
12:54
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12:54
Episode discusses latest developments in Tesla's privatization story, whether it was the right decision imo and what should they do now.--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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1
Reviewing Largest Chinese Tech Firms: Alibaba & Tencent
36:38
36:38
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36:38
This episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity. --- Pic Source: WalkTheChat
…
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![Artwork](/static/images/128pixel.png)
1
Reviewing Largest Chinese Tech Firms: Alibaba & Tencent
36:38
36:38
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Play later
Lists
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Liked
36:38
This episode reviews the earnings of China's two biggest internet firms and discusses my take on their operational performance, future, and investment opportunity. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
…
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I explain the timeline of Musk tweets, investor letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should? Pic source: NY Times
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I explain the timeline of Musk tweets, letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should?--- Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support
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I explain the timeline of Musk tweets, letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should?--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.
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This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support…
…
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![Artwork](/static/images/128pixel.png)
1
Facebook lost $120 Bil in Market Value in a 10 minutes: Why, and what's next?
34:43
34:43
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34:43
This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock. Disclosure: I'm bullish. --- Management cited: CEO, Mark Zuckerberg COO, Sheryl Sandberg CFO, David Wehner…
…
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![Artwork](/static/images/128pixel.png)
1
Facebook lost $120 Bil in Market Value in a Day: What's next?
34:43
34:43
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34:43
This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock. --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
…
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1
The Million Dollar Model: 5 ways to be worth more when you die
32:45
32:45
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32:45
This episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to…
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1
The Million Dollar Spread sheet: 5 ways to be worth more when you die
32:46
32:46
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32:46
This episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to…
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This episode explores how IGTV will change the mobile video consumption landscape and who will be the biggest losers (Hint: Not Youtube), by decoding the innate urge it's trying to serve.--- Support this podcast: https://podcasters.spotify.com/pod/show/technically-yours/support
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The episode discusses how IGTV will change the internet video consumption landscape and who will be the biggest losers (Hint: Not YouTube)
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We explore the business model of Camping World Holdings Inc, study their operational performance over last 5 years and assess their valuation. We end with a recommendation to either buy/hold/sell the stock.--- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
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