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.
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 . ...
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...