Blogs

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, ...

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

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 ...

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...

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.