Weekly Webinar

- Update on scheduling of Fifth edition of Options Boot Camp - Pershing Square Capital Annual letter - List of podcasts related to investing - What did I buy/sell - Rubrik S1 Review

First we look at the valuation metrics in the market. Is the market overvalued ? Extremely overvalued ? Or is it in normal range. Then we review what I hold in my Portfolio. Finally, we review the ...

FOMC Meeting update - Fed Rates - Balance Sheet Tapering- Case for Equal weighted S&P- Hindenburg Research short report on Equinix - Why am I getting out of StoneCo - Thesis for investment in Paypal -...

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...