The SunnyPoint Podcast

Episodes

1. 23

   Tech Earnings (Q4 2018) and Positioning

   This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.

   Feb 25, 2019

   37m
2. 22

   Apple: Is it China, or is it iPhone?

   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.

   Jan 3, 2019

   20m
3. 21

   2018 Bear Market; Recession Coming?

   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?

   Dec 30, 2018

   36m
4. 20

   My suggestions to Retailers: from Black Friday, 2018 experience

   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.

   Nov 26, 2018

   42m
5. 19

   October Sell off: Views & What to Buy

   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.

   Oct 15, 2018

   28m
6. 18

   Apple's iPhone vs Amazon's Alexa Strategy

   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.

   Sep 24, 2018

   39m
7. 17

   Tesla is Staying Public: What Happens Now?

   Episode discusses latest developments in Tesla's privatization story, whether it was the right decision imo and what should they do now.

   Aug 29, 2018

   12m
8. 16

   Reviewing Largest Chinese Tech Firms: Alibaba & Tencent

   This episode reviews the earnings of China's two biggest internet firms and discusses my take on their operational performance, future, and investment opportunity.

   Aug 27, 2018

   36m
9. 15

   Can & Should Tesla Go Private?

   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?

   Aug 19, 2018

   43m
10. 14

    How to invest in China?

    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.

    Aug 12, 2018

    35m
11. 13

    Facebook lost $120 Bil in Market Value in a Day: What's next?

    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.

    Jul 30, 2018

    34m
12. 12

    The Million Dollar Spread sheet: 5 ways to be worth more when you die

    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…

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    Jul 16, 2018

    32m
13. 11

    Camping World: Is it time to Buy?

    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.

    Jun 25, 2018

    54m