Blogs

The market looks frothy driven by AI frenzy. So we look at various charts and discuss are we in 1999 bubble area OR is it the start of bull run like in 1995. We also compare Nvidia and Cisco to check...

Finally catching up with backlog and started the session with review of Reddit S1 document. Summary : I will stay away form Reddit S1. It looks like "enrich management at shareholder cost" scheme. M...

Lots of earnings to review - Snowflake, ZScaler, Magnite, Li Auto, Coupang. Also after some gap, will review the state of Bitcoin ETFs, what's happening in the crypto ecosystem.

Reviewed earnings from Mercado Libre, the ecommerce, payment provider in Latin America and one of my top positions. Then there's deep dive on Nanox, a company that was recently caught in AI frenzy an...

Focus for the week was to review the remaining earnings . So, we reviewed recent earnings from Uber and Pinterest. Also, in this week "smart money" had released their 13F filings and we reviewed wha...

Continuing on the earnings review, this week we review earnings from Microsoft (MSFT), Alphabet (GOOGL), Palantir (PLTR) and Paypal (PYPL). In addition to this, also discuss the craziness around AI a...

Big Tech firms reported earnings this week. That will be the main agenda for discussion. If time permits, will also continue the review of the Crypto guide for Q1 2024

Welcome to 2024. In this first session of the year, I will review the performance numbers for the previous year. Then we will deep dive into the intersection of crypto and TradFi and the status on th...

This is the start of the holiday week, so kept it light for the brain. No specific agenda, but a friendly chat for over 2 hours with other retail investors. Answered many questions related to stock, ...