Blogs
117-Apple, Tesla, Microsoft, Robinhood Earnings, Macro Summary of Stock and Crypto Market
Starting the session wiith review of macro economy and stock and crypto market overview. Then deep dive into the panic mode displayed by investors and how can retail investors stay engaged in this mar...
01272022-Bitcoin Valuation Framework by ARK Invest
In this session I review the bitcoin valuation framework as described by analysts of ARK Invest
116-Semiconductor Value Chain Analysis, Earnings Review, Macro Summary of Stock and Crypto Market
As always we start with review of macro economy and stock and crypto market overview. Then we deep dive into Netflix earnings and understand the challenges and opportunities that lies ahead. Next will...
01202022-Funds Flow in Crypto, Easing into DeFi
Easing into DeFi, Crypto Funds Flow Report , Crypto News
115-Howard Marks Memo on Selling Out, Macro market Summary and Stock Analysis
Review the current macro status of economy and its impact on the stock and crypto market. Also, we have reviewed Howard Marks, latest memo on "selling out" your stocks. A very interesting and educatio...
01132022-Ethereum Phases, Funds Flow Report, Crypto News
Phases of Ethereum improvements - Merge, Verge, Surge, Purgei, Crypto Funds Flow Report , Crypto News
114-Deep Discount Or Value Trap in high growth tech stocks?
We will review the high growth tech stocks that have now fallen out of favor. Will analyze each stock, understand its business and evaluate if could be a deep discount opportunity OR a value trap.
01062022-Risks in DeFi and how to avoid them
Understand risks in dealing with DeFi environment, Crypto Funds Flow Report,
12232021-Funds Flow Report, Messari Crypto 2022 Theses
Crypto Funds Flow Report, Review of Messari 2022 Crypto Theses