Blogs
124-Review of Palantir, Market and Stock Analysis
Welcome Spring! Hope your portfolio will see more sunshine. We look at the macro factors impacting the stock markets, starting with the Fed Funds rate announcement. In the end there is in depth re...
03032022-TradFi adoption, BridgeSplit
Is NFT dream over? A look at traditional companies adopting crypto economy. BRidgeSplit - a project that allows you to use NFT as a collateral and borrow funds. NFTs can be store of value.
123-Docu, Apple, Amazon, SaaS Review, Market and Stock Anlaysis
Starting with food for mind - some of the best lessons from Peter Lynch. Then review of macro economy and stock and crypto market overview. T Next, we focus on the News that we can use and then revie...
122-Veeva Systems Deep Dive, Stock and Market Analysis
Starting the session with review of macro economy and stock and crypto market overview. Then I review the top holdings of my portfolio, what changed, what didn't. Next, we focus on the News that we c...
121-Valuation Metrics, Earnings Review, Stock and Market Analysis
Starting the session with review of macro economy and stock and crypto market overview. Then I cover the various valuation metrics and what makes sense at the stage of company lifecycle. Then we end ...
02172022-Metaverse report for institutions by JP Morgan
$360M hack in Wormhole Bridge in Solana ecosystem. Death of Facebook;s ambition of crypto coin. Quick tour of ARK invest Big Ideas 2022 Blockchain / Bitcoin
120-Risks in Investing, Stock and Market Review
Starting the session with review of macro economy and stock and crypto market overview. The we review various risks in investing.
119-Paypal, Google, SNAP, Amazon, Pinterest Earnings, Macro Summary of Stock and Crypto Market
Starting the session wiith review of macro economy and stock and crypto market overview. Then we review earnings from companies - Disney, Uber, Twitter , Doximity . Lastly, we review Doximity as a b...
118-Paypal, Google, SNAP, Amazon, Pinterest 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 strategies that retail investors can use to reduce the cost basis of stock ownership an...