PODCAST · business
YOLO Capital
by Gil Cabochan
In every episode, we pick a stock to analyze, debate, and speculate on its future. Then we decide whether or not to invest in it.
Episodes
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YOLO Capital - Episode 28 - SpaceX (SPCX)
In this episode, Eric Sugar and Gilmore Cabochan dive into the S-1 filing for SpaceX's upcoming summer 2026 IPO -- we talk about current and future business lines, its wild ambitions, and explore the possibility of investing.
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YOLO Capital - Episode 27 - Iris Energy (IREN)
In this episode, Eric Sugar and Gilmore Cabochan delve into the intriguing world of Iris Energy (IREN), which is transitioning from Bitcoin mining to critical AI infrastructure. They discuss the company's strategic pivot to leverage its existing assets for AI cloud services, highlighting the...
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YOLO Capital - Episode 26 - Meta (META)
In this episode, we delve into Meta's pivotal role in the digital advertising landscape. With a staggering 40% of the global population interacting with Meta's apps, the company has become a powerhouse in targeted advertising. We explore how Meta leverages AI to enhance ad efficiency, driving...
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YOLO Capital - Episode 25 - Axon Enterprise (AXON)
The conversation delves into Axon, a company known for its Taser products and body cameras for law enforcement. Gilmore Cabochan and Eric Sugar discuss the company's impressive financial performance, its evolution from a one-off product sales model to a recurring revenue model, and the…
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YOLO Capital - Episode 24 - E.L.F. Cosmetics (ELF)
Gilmore Cabochan and Eric Sugar ask their wives and friends for their experiences purchasing cosmetics from fast-growing ELF Cosmetics. Recorded on September 16, 2024. DISCLAIMER: All content on this channel is for educational and informational purposes only and should not be construed as...
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YOLO Capital - Episode 23 - Celsius (CELH)
Gilmore Cabochan and Eric Sugar discuss (and review) Celsius energy drinks, the company's impressive growth profile, and future valuation prospects. Recorded on March 14, 2024. DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed…
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YOLO Capital - Episode 22 - Season 2 Wrap Up
In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 2, and discuss the performance of their respective stock picks vs the S&P index. Recorded on January 24, 2024. Link for Portfolio Tracker for Season 2: https://bit.ly/YOLO_Season_2 DISCLAIMER: All content on this channel is for...
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YOLO Capital - Episode 21 - Rivian (RIVN)
Gilmore Cabochan and Eric Sugar discuss Rivian's electric truck and SUV products (R1S and R1T), their profit margins, and future growth prospects. Recorded on October 29, 2023. DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed…
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YOLO Capital - Episode 20 - CAVA (CAVA)
Gilmore Cabochan and Eric Sugar discuss the recent IPO of the fast growing fast casual Mediterranean restaurant chain CAVA. Recorded on September 10, 2023. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast…
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YOLO Capital - Episode 19 - Cryptopunks
Gilmore Cabochan and Eric Sugar discuss Cryptopunks, the OG NFT collection, and the bull and bear arguments for NFTs in general and the role of Cryptopunks in the space. Recorded on September 22, 2022. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form:...
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YOLO Capital - Episode 18 - Ethereum (ETH)
Gilmore Cabochan and Eric Sugar discuss Ethereum (ETH), the second largest cryptocurrency by market capitalization, which is slated to undergo a major change in its architecture in Fall of 2022 (aka the Merge). Recorded on July 11, 2022. Is there a stock or topic you'd like to hear more about?…
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YOLO Capital - Episode 17 - Domino's Pizza (DPZ)
Gilmore Cabochan and Eric Sugar discuss Domino's Pizza (DPZ) as a stealth growth stock matching and in some cases beating the returns of FANG stocks, discuss the operating leverage in its franchise model, the effects of inflation on the business, and speculate on its future. Recorded on February...
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YOLO Capital - Episode 16 - Constellation Software (CSU)
Gilmore Cabochan and Eric Sugar discuss Constellation Software (CSU.TO), its remarkable run over the past 15 years as a public company, its reclusive CEO Mark Leonard, its shift in business strategy going forward and speculate on its future. FYI - The stock ticker mentioned in the episode is CSU,...
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YOLO Capital - Episode 15 - Coupang (CPNG)
In this episode, Gilmore Cabochan and Eric Sugar discuss Coupang (CPNG), the fast growing "Amazon of South Korea". We discuss their strategy for succeeding in South Korea's e-commerce environment, the current valuation of the company, and speculate on its future. Recorded on December 26, 2021. Is...
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YOLO Capital - Episode 14 - Dutch Brothers (BROS)
In this episode, Gilmore Cabochan and Eric Sugar discuss Dutch Brothers (BROS), a fast growing coffee retailer that is the "bro" version of Starbucks. We discuss their unique drink menu, the loyalty of its fan base, the current valuation of the company, and speculate on its future. Recorded on...
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YOLO Capital - Episode 13 - Five Below (FIVE)
In this episode, Gilmore Cabochan and Eric Sugar discuss Five Below (FIVE), which has grown its store count 500% in the last decade, is a combination of "Trader Joes, TJ Maxx, and IKEA for tweens....a wonderland of things no one needs". We discuss its ambition to continue growing, its potential…
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YOLO Capital - Episode 12 - SoFi (SOFI)
In this episode, Gilmore Cabochan and Eric Sugar discuss SoFi (SOFI), its remarkable growth path in the time period leading to its listing as a SPAC, its ambition to become a new digitally native bank for the new age of fintech, their experiences using the SoFi app and product offerings, the...
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YOLO Capital - Episode 11 - Season 1 Wrap Up
In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 1 and discuss the portfolio (under)performance vs the S&P index in a self-flagellating Walk of Shame. Recorded on July 17, 2021. Link for Portfolio Tracker for Season 1: https://bit.ly/YOLO_Season_1 Is there a stock or topic you'd…
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YOLO Capital - Episode 10 - Tesla (TSLA)
In this episode, Gilmore Cabochan and Eric Sugar discuss Tesla (TSLA), its growth from a single factory in Fremont, CA to having multiple Gigafactories globally, its remarkable culture and relentless focus on technological advancement in manufacturing, the future of Full Self Driving Beta, the...
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YOLO Capital - Episode 9 - Doordash (DASH)
In this episode, Gilmore Cabochan and Eric Sugar discuss Doordash (DASH), its remarkable ability to survive in a highly competitive business and the challenges of being an essential business during the pandemic, the unit economics of the business, potential dissent in its empire of merchants,...
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YOLO Capital - Episode 8 - Coinbase (COIN)
In this episode, Gilmore Cabochan and Eric Sugar discuss Coinbase (COIN), the future impact of the growing cryptoeconomy, its competitors, and its future challenges. Recorded on April 14, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form:...
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YOLO Capital - Episode 7 - Shopify (SHOP)
In this episode, Gilmore Cabochan and Eric Sugar discuss Shopify (SHOP), its mission to "arm the rebels" against Amazon's retailing empire, its competitors, the amazing growth in 2020, and its future challenges. Recorded on March 4, 2021. Is there a stock or topic you'd like to hear more about?…
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YOLO Capital - Episode 6 - Roblox (RBLX)
In this episode, Gilmore Cabochan and Eric Sugar discuss the upcoming Roblox (RBLX) direct listing (anticipated February 2021). We discuss the two-sided viral growth loops of its addictive games platform, its ability to capture the attention of 9 - 12 year olds, its competition, and the future of...
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YOLO Capital - Episode 5 - Airbnb (ABNB)
In this episode, Gilmore Cabochan and Eric Sugar discuss the recent Airbnb (ABNB) monster IPO, whether or not we are living in a repeat of the 1999 tech stock mania, the financials of the company, its competitors, and speculate on its near term and long term prospects. Recorded on December 29,...
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YOLO Capital - Episode 4 - Pinduoduo (PDD)
In this episode, Gilmore Cabochan and Eric Sugar discuss the Chinese e-commerce app Pinduoduo (PDD), which has been one of the fastest growing companies in the world (while still remaining relatively unknown outside of China). We discuss its strategic advantages, the virality built into the app,...
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YOLO Capital - Episode 3 - Palantir (PLTR)
In this episode, Gilmore Cabochan and Eric Sugar discuss Palantir (PLTR) stock, its recent IPO, its strange voting structure, its financials and growth rate, and the implications of its use in wider society. Recorded on November 10, 2020. Is there a stock or topic you'd like to hear more about?…
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YOLO Capital - Episode 2 - Peloton (PTON)
In this episode, Gilmore Cabochan and Eric Sugar discuss Peloton (PTON) stock. Eric discusses his experience as an owner of a brand new Peloton bike, and we cover Peloton CEO's "Big Hairy Audacious Goals", its financials, its competition, its future, and make a decision about committing to an...
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YOLO Capital - Episode 1 - Square (SQ)
In this episode, Gilmore Cabochan and Eric Sugar discuss Square (SQ) stock, its current rate of growth, the pros and cons of the Cash App, its competitors, its future, and make a decision about committing to an investment or not. [Recorded on October 5, 2020] Referenced in this episode: Square...
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Frequently Asked Questions
How many episodes does YOLO Capital have?
YOLO Capital currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is YOLO Capital about?
In every episode, we pick a stock to analyze, debate, and speculate on its future. Then we decide whether or not to invest in it.
How often does YOLO Capital release new episodes?
YOLO Capital has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to YOLO Capital?
You can listen to YOLO Capital on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts YOLO Capital?
YOLO Capital is created and hosted by Gil Cabochan.
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