Blogs

198-Battle of AI stocks, Macro, Crypto, Earnings

If you are looking to pay for AI which out of these two stocks should you pick - Palantir OR Nvidia ? That's the main topic for this session. Of course we also cover macro view and earnings

197-Prep for 2023 closure-Option Income ETF-Bitcoin Report-Option Income ETF

We are getting to the end of 2023, so in this session, we discussed what investors should focus for next 3 weeks w,r.t Retirement, Tax Loss Harvesting, 529K, FSA, HSA etc. etc Then we also discuss a ...

196-Tribute to Charlie-NVDA-UBER-PLTR-MELI-SNAP-PINS-AAPL

World lost one of the greatest investors - Charlie Munger. We start our session reviewing some of the lessons from Charlie. Then we dig deeper into macro, my portfolio and individual stocks - NVDA-UB...

195-Macro-News Analysis-TradeDesk-Disney-Coupang-Adyen

Started the session with macro discussion. The hot topic is downgrade of US credit rating. Earnings season continues. So we will review earnings from The Trade Desk, Disney, Coupang.

194-Weekly Macro -Earnings-Pinterest, MercadoLibre, Airbnb, Palantir, Shopify, Apple

This was a very busy week both at macro and at micro level. On the macro side, we had FOMC sharing their next move on Fed interest rates On the micro side, we had many companies reporting earnings . ...

193-Investment Process Part-3-Tech Earnings Review-Macro

This session divided into 2 main parts : 1) In the third episode of the investing journey, we discuss how to stay married to the stock that you bought and finally when to sell the stock. In the secon...

192-Earnings Review-Investment Research Process-Macro-Options Strategy

We are in the midst of earnings session, so will go through some notable earnings of the week - Netflix, ASML, TSMC and Tesla. The other big topic is the continuation of the "Investing Process". In ...

191-Birkenstock Pre-IPO Review-Getting Started in Investing

First big topic up for discussion is how to get started with investing. Lot of newbie retail investors are in a dilemma about how to take the first step. So, we spent 30-45 minutes going through the p...

190-Wheel Strategy-Macro-Stocks-Options

Main topic for today's discussion is Wheel strategy used by most option traders. We will dig deeper into what this strategy is, how to use different flavors of this strategy to build portfolio and red...