Shows
Outsider Inc.Founder, Filmmaker, Humanitarian, & VC: Reinvention through Purpose w/ Sean O'Sullivan, Co-Founder of MapInfo & Managing GP, SOSVThis episode of Outsider Inc. features Sean O’Sullivan, Co-Founder of MapInfo & Managing General Partner of SOSV. Host Ian Hathaway leads the conversation with the digital mapping pioneer, deep tech investor, and humanitarian, as he shares his extraordinary journey from co-founding MapInfo, a revolutionary digital street mapping system, to his role in creating the term 'cloud computing' with Net Centric and beyond. Sean's path includes a stint as a freelance war journalist in Iraq and the founding of Jumpstart International, a humanitarian organization. He later launched SOSV, the most active deep tech venture capital firm focusing on climate and hu...
2025-07-2351 min
Breakaway - Investing & FinanceMarkets, Netflix, Tesla, Govt, College & 529sOpeningAppreciation for life and feeling good.Punta Mita. W. Golf Masters: Rory completed a career grand slam.Men’s Golf Career Grand Slam WinnersJeff Bezos Blue Origin sends women to spaceMarketsPeople are freaking, but is it that bad? NO!!NetflixWas at a $1058. After market $10063 years ago in June was $170!!! Almost a 6x return!!!Revenue up 12.5% YoY. I like at least 10%. Greg says will double Ad-tier revenue in 2025 (big statement). Price targets:Wedbush $1150JP $1025Morgan Stanley $1150Tesla$776b market cap. $240 stock price...
2025-04-1845 minBreakaway - Investing & FinanceMarkets, Tariffs, Panic, Tesla, Robots, XaiOpeningHappy b-day to wife and her mom! Tiger Dating Vanessa. Cialis. 2.5mg per day for longevity from Bryon Trump, Kid Rock, Dana White and Bill Maher have dinner. MarketsFull Correction Territory (down 10%); quickly moving to “Bear” down 15%. S&P 17%, Tech 25%+Apple in huge correction. PE still at 30Netflix at 43. TariffsNo income tax in the US income tax until 1913. Tariff rates: The U.S. charged less than most big players—think 2-5% versus 5-15% from others.Trade Deficit 2024 was $918.4 billion.Total US spending deficit: $1.8 trillion in 2024 per FRED. Spend $6t and take in $...
2025-04-0446 min
Two Tall Guys Talking SalesTom Gottlieb of Berkshire Hathaway Explains How Buyers Want Growth- How Sales Leaders Can Increase Company WorthIn this insightful episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey welcome business intermediary Tom Gottlieb of Berkshire Hathaway. Tom brings decades of experience in buying, selling, and valuing businesses across the Midwest. The conversation dives deep into what truly drives the value of a company—and how sales leaders and business owners alike can prepare their organizations for a future transition. Whether you’re a business owner considering a sale or a sales executive interested in how sales performance impacts company valuation, this episode delivers invaluable guidance. It’s part education, part strategy...
2025-04-0118 minBreakaway - Investing & FinanceLife, Markets, Netflix, Nvidia, Tesla, SpaceXOpeningJordan Peterson. Ride or DieGrok vs GoogleGolfCalifornia BusinessMarketsS&P 8% off highs. Was 10% 1 week ago. So that was a correction Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.Finance EducationSecurity. Digital Hygiene: Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1PasswordIRA Contributions401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000Still can do $7000 in IRA.Treasury Secretary Scott Bessent and All-inFull Interview on X here.PalantirDOGEWebsite is...
2025-03-2047 minBreakaway - Investing & FinanceApple, Markets, Tesla, Anthropic, AI, MiceOpeningThe MOUSE!College world tourGolf Players Championship. TPC Sawgrass. All tree talk. Most seem to be using 3 wood. Morikawa hit Driver. Tree is ~90-100 yds in front and 10 ft clearance? MarketsHang on tight. Its gonna be a bumpy ride. Big bounce today. We are in “Correction” territory. Down 10%. Every 2 years. Finance EducationRule of 10 best days. 2024 up 24%. Excluding 10 best days. Only up 4%DOLLAR COST AVERAGE. AppleTrading around $210. Was $260. Down 20%. Still has high PE 28-30 (depending on current or forward)Apple subtle announcement; made huge waves! Daring Fireball by Jon Gruber. Somet...
2025-03-1445 minBreakaway - Investing & FinanceCollege, Markets down, AI, Robotics & China, GovtOpening FunA&M, TCU, Miami, Tennessee, Clemson529 plansJensen Huang on the importance of working with AI link. Snoop Dog riffing on Thanking HimselfSaturday Night Live - CouplaBeers SpaceX. Starship Booster caught for 3rd timeWSJ Headline: SpaceX Again Loses Spacecraft During Latest Starship Test FlightMarkets:Tech down 12%, S&P 500 down 5.5%. Tesla down 45%. This means up 82% to back to normal. That’s huge!! Wait till Robotaxi.Crypto: Fortknox for digital gold: BitcoinTesla$550 price target by Wedbush.40 minute uninterrupted drive in Schenzen. China Tech
2025-03-0747 minBreakaway - Investing & FinanceMkts, AI, Amazon, Tesla, DOGECollegesCabo to college: A&M, TCU Stockyard. Miami, Tennessee, ClemsonEmbrace AI!! Particularly younger professionals! Elon on Doge: Says he is “Tech Support”.Markets Markets correcting. S&P 500 down 3% last few days. Still up 2% YTD and 18% 1 year. Starbucks laying 1000 offApple to invest $500 billion in US. NVIDIA earnings tonight. Its like a superbowl event. Foreign companies. 21:30 min on The Compound and Friends: Brian Belsky on foreign investments. Bezos announcement around WaPo:I’m writing to let you know about a change coming to our opinion...
2025-02-2644 minBreakaway - Investing & FinanceMarkets Ripping! DOGE, Autonomous Driving, GolfInspirationSnow.Mentors: Tom Caulfield. Tim Archer. Reed Hastings. Chuck Landers and Jack Wilborn. Golf: Girl attached by Shark. No arm and leg, now golfing. Lulu Gibbins Joins Justin Thomas and Ricky Fowler. Tom Brady on attitude. Focus on “you” not “others”. Back to the office per Jamie Dimon. MarketsS&P500: Reached all time high again today. Up 25% in 1 yr. 95% 3 yrs (so 2x your money). Hims!!! $60. Up 150% YTD. What!!?? Netflix. New high $1057. $450b mkt capMeta: new high today at $740. $1.8t mkt capUp every day for 20 straight days!! MIght be a record. Palantir: new high today. $120OtherBr...
2025-02-1441 minBreakaway - Investing & FinanceMkts & Investing, Palantir, Tariffs, DOGEOpeningRainGuitar: W - W - H - W - W - W - H. C major all full notes, no minor or sharp. D has two sharps. So pachobel in D has C# and F#MarketsNetflix: $1008 ($1011). $500b. Up 80% over last yearAmazon: $237 today (was $242). $2.5t. Up ~40% in last year.Slides. Meta: $712 today!! $1.8t. Up 54% over last yearPalantir: $107. $245b. Up 500% over last yearRevenue up 52% YoY. That’s huge! Alex Karp on Earnings at 31:25 500 people job can be done with 3.HIMS: Up 60% in last month. Up 393% over last year. Hair and ED! Spotify...
2025-02-0737 minBreakaway - Investing & FinanceMkts, Meta, Tesla, Nvidia, AIOpeningI need them to ask "Do you have the aircraft 4 miles off of your 2 o'clock, 300ft above you.I took Flying lessons…its like learning a foreign language. MarketsRocky week: NVIDIA largest mkt cap loss ever in 1 day. ~$600bDeepSeek fear! Fed decision on interest rates. Stay and hold. MicrosoftMicrosoft's earnings for the second quarter of fiscal year 2025 were $24.1 billion in net income and $69.6 billion in revenue. AppleApple per WSJ. Apple’s total revenue was $124.3 billion, rising almost 4% from the same quarter last year. Net...
2025-01-3138 minBreakaway - Investing & FinanceNetflix, Inauguration-Inspiration, DOGE, AIOpenChiefs vs EaglesInaugurationCarrie Underwood! A cappella Elon on planting Flag on Mars: Mark at 1:30Tech heavy weights in attendance per WSJ.Exec orders: my favorite: Everything will be revealed," Trump said while signing. Give the pen to RFK Jr. What about Epstein and Diddy?!?! MarketsMarkets Up 3% YTD. That’s great 30 days in.NVIDIA down 17% on pressure the Chinese AI company DeepSeek.Congressional Trading: Insider trading by Congress from AOC Play at 0:15 min. Here are the top political traders of 2024. 25 congressmen beat the markets. 6 people at or over 100...
2025-01-2729 minBreakaway - Investing & FinanceFires, CA budget, Markets, Meta, RocketsMarkets:Fed Funds rate lowered from 5.0% to 4.5%, but mortgage went from 6% to 7%. Why. Mortgage rates are tied closer 10 year bonds. And with market uncertainty, people buy bonds: Example: $100 bond pays 5%.Demand drives bond to $98; so implied rate is 7%.S&P 500: ~33% is Mag 7RSP Equal weight. Some correction is healthy. California FiresFirefighters continue attempts to gain control of almost 40,000 acres of ongoing wildfires, which have killed at least 27 people and destroyed more than 12,300 structures. See maps of the fire areas and evacuation zones.The Palisades Fire is 31% contained, and the Eaton Fire is 65% contained.CA FAIR is i...
2025-01-1736 minBreakaway - Investing & FinanceMeta, Tesla, AI, Robots, Nvidia2025:Success stories pretty reliably happen for people who combine: solid talent, savvy business sense, 15-20 years of persistent hard work.Goals: Health, Family and Wealth. Bryson Deshambeu: 7 hours for hole in 1. $100k. Fires:9000 homes and counting.Video of homes destroyed. The California FAIR Plan (Fair Access to Insurance Requirements Plan)Markets:Big pull back. WSJ Jobs report good, so interest rate cut less likely. @unusual_whales Here are the top political traders of 2024. Markets up 25%. 25 congress people beat the ma...
2025-01-1028 minBreakaway - Investing & FinanceThailand, Golf, Tesla, Palantir, NetflixThailand 72 million people. 17 million in Bangkok. Staying at 4-5 star hotel. $125/ night. Golf Courses. Price. Bangkok. Entire trip was ~$6500, excluding airfare and dinners. Fairly inexpensive, once you are here. MarketsS&P 500 up 28.5% Year-to-date.Including dividends, the S&P 500 is now up over 29% this year. That sounds abnormally high, but is actually more common than you might think. The S&P 500 has finished with a total return above 25% in 26 out of 96 years since 1928. That's 27% of the time9.8% return on average since 1928.Tesla$430 high this week. Previously $410 in Nov 2021. $1.34 trillion market cap. Should...
2024-12-1328 minBreakaway - Investing & FinanceThx Giving, DOGE, Markets, TeslaLife:Enjoy time and family. Nobody says: should have worked more. Blue Origin deleted a video of the mission after Emily Calandrelli, the 100th woman in space, shared how online trolls ruined her milestone with misogynistic comments that reduced her to tears.She is a star! Point here is embrace people making fun of you. You take away their power. But never be embarrassed. Own it! Make a joke and nobody can make fun of you!First the Kamala message? Don’t let anyone take your power! Golf:Bryson made the hole in 1. D...
2024-11-3030 minBreakaway - Investing & FinanceSpaceX, DOGE, Netflix, TeslaSpaceXNeeds to be celebrated an honored. President Trump in attendance. Starship 6 launch! 120 meters tall. Each Raptor rocket engine produces twice as much thrust as all 4 engines on a 747. 33 Raptors = 66 747’sPointy RocketsElon on call with Sundar Ron Baron on Cost Plus contracts. PoliticsHow is Kamala in debt? Beyonce 10m? Oprah $1m for an interview?https://x.com/BillAckman/status/1855432554666664043Trump spent $345.42 Million$10.4 Million was spent on StaffKamala Spent $1.37 BillionKamala Spent $582.53 Million on StaffMarc and Ben on Policy Recap at 2:00 min It was the worst four years in our career in terms o...
2024-11-2044 minBreakaway - Investing & FinancePresident, NFLX, TSLA, Markets, oh my!Biden is laughing his ass off right now!! Here’s a funny thread of conspiracy: Peppy walk & talk. Jill wearing all RED!! Markets are booming ridiculously: S&P 500 hits record high today at 6000. FATMANN: Bitcoin at $76,000. This does feel “frothy”Fed Cut rates again. Federal-funds rate to a range between 4.5% and 4.75%. All 12 Fed voters backed the cut.Bad for money markets good for economic growth. Netflix$798. Call it $800. All time high on Mkt cap about $340 billion. Tyson vs Jake Paul. 3-part documentary. Fight on Nov 15. Next Friday at 5:00pm...
2024-11-0833 minBreakaway - Investing & FinanceBend OR, Google, MSFT, Meta, XAI, PresidentOpeningI make mistakes on my podcasts. Please feel free to comment and fact-check me. It's hard. I try to go hard and not pause.Oregon plays Michigan today. Ducks favored by 14.5Redmond:Parents.Cold.Food carts and BEER!!! Need that in San Jose! Huge business opportunity!Single digit golf stats: MarketsOverall strong earnings, but seeing some pullback. Can’t bet against these big guys. Wilshire 5000 to GDP Ratio:2.0 almost at all time high. Last time at 2 was Nov 2021. CAPE Ratio: 3538 in Nov 2021. 44 in Dec 1999. Ford, Meta, Google, Microsoft, XAI
2024-11-0225 minBreakaway - Investing & FinanceTesla! AI, Self-driving, Waymo, Govt OverreachOregon Duck FootballPurdue 35-0. Ranked #1. Markets Netflix EarningsNew record high. $752 today, but reached $772. Maybe running ahead of itself a little, but still pure streaming play with no end of growth in site. Q4: Tyson, Football, Squid…Tesla EarningsTesla up almost 22% today. At $260. High was 410. Sandy Munroe set me straight! Investor DeckEveryone should simply listen to the Earnings Call. Elon said 20-30% growth next year. Full autonomy approved and ride-hailing in CA and TX in 2025. Safer than humans by Q2 2025Full scale production...
2024-10-2432 minBreakaway - Investing & FinanceOregon Ducks, 529s, Nvidia, XAI, RoboTaxi, NFLX, CryptoBettina's Fall/Winter 2024 Fall Fashion ShowOregon wins 32-31 over Ohio StateExploiting loophole in rules. NCAA to close loophole. In the National Football League, the clock reverts back to the original time on a 12-man penalty — that is not the case in college football.10 seconds to go. 3rd and 25. Put an extra defender on field. Then either:(a) Buckeyes make a play and decline penalty. Or (b) Penalty accepted, and 4 seconds off clock. Only 5 yds gained. Now only 6 seconds on clock and need 10-12 yds to make field goal more realistic. Time mo...
2024-10-1728 minBreakaway - Investing & FinanceMarkets, Netflix, Amazon, Apple, Elon/TuckerInterest rates down. Money market from 5.3% to 4.7% Get in now or wait? CAPE Ratio still high at 35. Mutual Funds! High Fees!Beating the marketInflation Milton Friedman on inflationNetflixStock all time high around $730. Up 49% YTD, compared to S&P500 at 23%Piper Sandler analyst Matt Farrell said Netflix "is a clear leader in streaming," according to The Fly. He upgraded the company to overweight from neutral and boosted his price target to $800 from $650. TD Cowen analyst John...
2024-10-1025 minBreakaway - Investing & FinanceDiddy, Markets, PE Ratios, NY Mayor, SpaceX, MetaLifeYoga life. College admissions: Tulane:Tuition and Fees: $69kHousing: $11k. Meals: $8kBooks: $1kTotal: $88,000. * 4 = $352,000Wow. College can be very expensive!Diddyhttps://youtu.be/NKMtZm2YuBE?si=irc0uxpLLHbHpBjE&t=53What’s up with Diddy? His fashion label, Sean John. Not a bad nameThe rapper is “going to fight this with all of his energy and all of his might,” and during a court hearing argued that the so-called freak-offs — marathon sexual productions that prosecutors say involved hired sex workers and women coerced to perform sexual acts for the grat...
2024-09-2726 min
A Magical World with Sterling MoonDo Thy Bidding with Sean HathawaySterling hopes you enjoy this episode featuring a conversation with occultist and ritual tool maker, Sean Hathaway of Do Thy Bidding.
Keep up with Sean at Dothybidding.com and DoThyBidding on Instagram.
Sign up for Season of the Dead, register for Paranormal Exploration: The Mediumship Method, and book The Mighty Dead tarot readings at SterlingMoonTarot.com.
Support the podcast by becoming a member of the Curiosity Coven over on Patreon. Tiers start at $3 and you help keep the podcast going!
2024-09-211h 04Breakaway - Investing & FinanceMarkets, Interest Rates, AI, Netflix, SpaceXPersonalYogaGolf LessonMarketsS&P500 up 20%VGT up 19%Dividends/value up 11%. 3.36% yieldBTW: 5 years ago you buy VGT: you’re up 2.7x. $100k = $270kVOO: up 2x = $200kAt 7% annualized return = double in 10 years. At 10% annualized return = double in 7 years. At 20% annualized return = double in 4 yearsFed just cut by 0.5%. First cut since 2020. I.e. Covid. Current federal-funds rate is at 5.25% to 5.50%, Expect 0.75% of cuts in 2024. Meeting Sept 18. 2 more this year. 2.00% to 2.25% by year-end 2026.So what does this mean? Money Market lower returns.Mortgage r...
2024-09-2041 minBreakaway - Investing & FinanceGovernment, Markets, Roth 401k, Nvidia, SpaceXTrump & Kamala Debate: Boring and horrible. Name calling. Accusations. Nothing interesting or intelligent. Markets:YTD: S&P up 16%.Tech (QQQ) up 15%.High Quality up 10%.Building Wealth for your kids: My Blog analysis on Building wealth for kids. 529s and Roth 401k. Small investments over time create generational wealth.Nvidia$3t market cap. $30b revenue/qtr. $28b in cashflow.Mgmt style: Jensen Huang on Working. Government vs Capitalists: All in at 56.30: Friedberg: Do you want someone who has lived in governm...
2024-09-1335 minBreakaway - Investing & FinanceMarkets booming, Mag 7, Netflix, Govt Policy, Saving for kidsYacht sinks:Living the dream. Anchored off Sicily coast in late summer. Storm sinks you in early morning. Dead. 15 people rescued, including 1 year old girl. 6 dead. 5 found in sunken boat. 184ft $35m yacht. 165 ft deep. In tact. Investments and MarketsMarkets booming. year-to-dateS&P: 20%Tech: 18%Div: 14%Bitcoin up 40%! Netflix up 44%. Netflix!All time high. $700. Jake Paul, Tyson, Squid. NFL. Excited for Wyatt Earp.Mag 7:I can’t think of a reason to bet against any of these? Apple: all i useMicrosof...
2024-08-2127 minBreakaway - Investing & FinanceGovernment Policy, Kamala, Trump, Tesla, MarketsLife updates:20 years of marriage!! Cost RicaWhy talk about Politics and government? Has a profound effect on business.U-Haul Announces Top Growth States of 2023Texas netted the largest number of movers in one-way U-Haul® equipment in 2023, marking the third consecutive year it has finished atop the U-Haul Growth Index.“Government has three primary functions. It should provide for military defense of the nation. It should enforce contracts between individuals. It should protect citizens from crimes against themselves or their property. When government-- in pursuit of good intentions tries to rearrange the economy, legislate morality, or he...
2024-08-0849 min
The FAM Podcast with Mark KinsleyNavigating Growth and Leadership: Sean Hathaway's Journey to Business ExcellenceIn a world where smiles open doors and stories sell mattresses, Mark sits down with Sean Hathaway, the enterprising owner of Mattress World Northwest, in an enlightening episode that unwraps the secrets to business brilliance.
Sean, whose charisma and clever strategies have earned him a coveted Giants of Betting award, shares how a grin and a good tale are more than just pleasantries—they're pivotal to thriving in commerce.The conversation dives deep into the art of effective communication and the power of active listening—skills Sean credits for his profound understanding of customer need...
2024-04-2947 min
The Pete Primeau ShowHow To Win In 2024! - Sean Hathaway: Episode 153In this episode, Pete is joined by Sean Hathaway, a true industry veteran with over two decades of experience in the furniture and mattress business. Sean is not only the owner and president of Mattress World Northwest but also a passionate advocate for community support.
Tune in for an inspiring conversation that not only sheds light on the world of mattresses but also underscores the importance of giving back to the community. Sean Hathaway's story is a testament to the power of passion, dedication, and community involvement.
👤Connect with Sean...
2024-01-0855 minBreakaway - Investing & FinanceSpaceX, Tesla, NFLX, markets, etc...https://www.youtube.com/watch?v=bl7IqyEyqhYApr 22. Wow. Been awhile. Volleyball. Mexico. Markets:If you lived thru 2021 you’re a rockstar and welcome to our first year down YTD US up 7% and Tech up 20%. Since Dec, 2021 US down 14% and Tech down 20%I know many and myself buying 6 month 5% bonds. But maybe I should pay down the mortgage?Recession looming. San Francisco vacancy at 33...
2023-04-2329 minBreakaway - Investing & FinanceTSLA/Twitter (Elon interview), Mkts, Crypto, Xmas songsMarkets. S&P 500 -16%, Tech QQQ -30%, Utra tech! ARKK Tech -65%4.6% on 6 month treasury.Inflation. 7.1% YoY. Fed raised 0.5%. So now 4.25% - 4.5%. Probably going to 5.0 - 5.5%. Fastest in history. My Mortgage. 4.5% and adjusting again to 2.25% + LIBOR. Baby its cold outside! Crypto Arrests. SBF in US and out on bail! $250 million. Caroline and Wang charged. Caroline Ellison, the former chief executive of Alameda Research, a trading firm tied to FTX, and Gary Wang, FTX’s former chief technology officer, both pleaded guilty to criminal offenses similar to those Mr. Bankman-Fried was charged with last week...
2022-12-2335 minBreakaway - Investing & FinanceCrypto/FTX/SBF, TwitterMarkets. Down 17% was down 25%. Meta job cuts. 11000 13%. Brad Gerstner letter. A summary of some of the layoffs this year…Twitter: cutting 50% of its workforce (estimated 3,700 jobs).Facebook ($META): cutting 13% of its staff (11,000 jobs), its largest round of CryptoSBF is a FRAUD! Bernie Madoff style! FTX lends money to Alameda!! $10b loan on $16b in assets. FTX meltdown. FTX. Alameda. Binance. Coinbase. Nothing safe. FTX has a prominent list of backers such as Sequoia Capital, BlackRock Inc., Tiger Global Management and SoftBank Group Corp.Sam Bankman-Fried. $8b shortf...
2022-11-1940 minBreakaway - Investing & FinanceTwitter, Meta, AmazonMarkets. Down 20%. Was 25%, but rallied up 5% just this week. GDP growth 2.6% (-1.6 and -0.6 in Q1 and Q2). So no recession…currently. Apple. +7%Amazon. -14% Meta. -25%Amazon. AWS insanely profitable. All other biz combined is break-even. Sales of $127b and Operating Income of only $2.5b (2%).Story: AWS $5.4b. All Other: $-2.9b. Everything losing money!! Tesla: $5b on $21b. Meta: meltdown. "Meta's results last night was an absolute train wreck that speaks to pervasive digital...
2022-10-2826 minBreakaway - Investing & FinanceNFLX & TSLA Earnings - w/ live interview out-takesUS Stock market is down 22% and the Nasdaq 100 (NDX or QQQ) is down 32% year-to-date. NetflixAfter 2 quarters of negative subscriber growth Netflix adds 2.4 million subscribers in Q3 and expects 4.5m in Q4. Here are some key takeaways. Revenue grew 6% YoY or 13% excluding FX. This is a big deal because it shows they continue to scale topline at double digit growth. Advertising tier launching in November ($6.99 in US). 5 minutes of advertising per hour. As linear TV continues to die, advertising $’s will move to streaming. Netflix is charging top tier rates to advertisers. Netflix estimates all st...
2022-10-2130 minBreakaway - Investing & FinanceMkts, Layoffs, Inflation, Fed, NFLX, TSLAMarketsDown 24% YtD. Layoffs and Freezes and Downgrades and UpgradesLyft has frozen hiring. Meta froze hiring. Docusign cutting 9% of workforce. Apple downgrade: The iPhone maker dropped 4.9% after Bank of America cut its rating to neutral from buy, warning of weaker consumer demand for its popular devices. The selloff erased roughly $120 billion from Apple’s market capitalization.Nike down 10%. Inventory up 44% QoQ. ...
2022-09-3027 minBreakaway - Investing & FinanceHousing, Biden, Ukraine, CA Energy, TSLA, NFLXMarketsDown 17%. Tech down 25%. Housing.Homes in August sat on the market an average five days longer than they did a year ago.The median listing price in August dropped to $435,000 from $449,000 in JulyThe average home sold for less than its list price for the first time in more than 17 months during the four-week period ended Aug. 28, according to RedfinNord Stream Pipeline closed again. Russia booking record profits. Long cold winter for Germany. Biden Speach: Red lights. Looks like Nazi Germany. Portnoy Rant. Who are Maga Republicans? 5%, 10% far right? 49%? Far “left” just as dangerous...
2022-09-0229 minBreakaway - Investing & FinanceMarkets, Student Loans, Electric cars, TSLAThe MarketsDown 13% YtD. I don’t think we’ll see new highs until 2024. Just gonna bounce around.The Fed. Jerome Powell: “Restoring price stability will likely require maintaining a restrictive policy stance for some time,” Student loan debt reliefThe president’s plan cancels $10,000 in federal student-loan debt for borrowers making under $125,000 a year or couples making less than $250,000 a year. Ultimately, the average cost of tuition has increased more than 144% since 2001 on average, even after accounting for inflation.It's not “fair...
2022-08-2629 minBreakaway - Investing & FinanceMarkets, Trump, IRS Agents, Tesla, Streaming WarsMarkets Yes, We’re in a recession, but White House attempting to change the definition after …centuries…forever? Recession is 2 quarters of negative GDP. Inflation at 8.5%. US stocks down 24% and Tech down 31% on June 17. Now: 12% and 18%, respectively. PoliticsNancy Pelosi visits Taiwan. Prompts drills and missile tests by China. Do we really need this right now? Is that a good idea? Does it advance American interests? Since 1979 and under many administrations - left and right - we’ve maintained a policy of “Strategic Ambiguity”.Raid on Trump’s Mar a Lago. Could be Nuke materials…i...
2022-08-1430 minBreakaway - Investing & FinanceMkts, Inflation, War, Politics, Energy, NFLX, Twitter, Musk, TSLAEconomy/Markets. US Stocks down 22%, tech down 28%, ARKK down 55%. Inflation print. CPI at 9.1%Energy and Gas up 60% Food up 10%. These are the items that are killing average Americans. What now: War, Supply Chains, Inflation (supply driven), and Fed actions. We need a peace deal to end the war and we need China open. Are we in a recession? Yes. Politics: 70-80% of americans in general agreement. Then the 10% wa...
2022-07-1533 minBreakaway - Investing & FinanceAustin, Markets, Housing, Elon/SpaceX, Elon&Twitter!Austin Texas bachelor party. I love that town. Dr. Emperor of masks and vaccs Fauci has Covid; and he’s been vaccinated 4 times. Chesa Boudin the progressive DA of the most progressive city was recalled. Are people actually getting tired of crime? Markets: S&P down 23% and Nasdaq 100 down 30%. Fed just raised 0.75% this week. First time since 1994. Now we’re at 1.75%. Inflation. Gas. War. 8.6% 100% up for gas. News flash: interest rate hikes don’t drive gas prices down. Credit card companies make a lot more money when gas prices double. Their revenue doubl...
2022-06-1733 minBreakaway - Investing & FinanceMike Greene, CEO ResiShares & real estate expertMike Greene is innovating and changing the future of single-family home investment opportunities! Mike Greene is the CEO of Resi-Shares; a firm that is leveraging data, technology, and financial innovation to deliver systematically diversified appreciation and rental income from single family homes.Mike and I go back a long way having attended the MBA program at UC Berkeley. Mike has worked his entire life in real estate including sell-side banking, buy-side and finally at HouseCanary, a company leveraging big data and AI to provide actionable insights on real estate. In this epi...
2022-06-0854 minBreakaway - Investing & FinanceRecessions?, Invest NOW, Elon/TSLA, Ford, Hunter B.Markets: S&P 500 down 15% and Nasdaq 100 down 23% YTD. Housing Market: Mortgage rates from 2.5 to 5.5%. $1m loan at 3% is $30,000 per year, Double that to get pre-tax earnings of $60,000. That means you need to be earning at least $60,000 more per year to cover mortgage interest on $1m loan. There is a silver lining to this market. Big downturns every decade or so make for the best 2-3 time opportunities in life to invest. 2022 is it. Fund your 529’s. Dollar cost average in. Sept 2000: 1520 - 800 Oct 2002. 47%. Oct 2007: 1565. 95% (doubled money in 5 years). ...
2022-06-0429 minBreakaway - Investing & FinanceGunLaws, Layoffs, Economy, Crypto, Apple, TSLA, NFLX, RickyWe probably could use some reasonable gun laws that 80% of Americans agree on. In fact, 80% of Americans would agree on a lot of things, but our politicians are so corrupted by the far left and right, its impossible to get anything done! Huge rally this week. Stocks up 4% in 4 days. Layoffs at PayPal, Netflix, Robinhood and Bolt (one click startup payment company)Hiring Freeze/slowing at Meta, Uber, Coinbase, Microsoft, Nvidia. Fed minutes indicated will still increase 0.5% in June and July. But then open to “wait and see”.Housing market: Mortgage rates up: 2.5% t...
2022-05-2629 minBreakaway - Investing & FinanceRecessions, Stocks, CPI, Tech, NFLX, TSLA/Twitter, Elon interview!The US is in a recession. The Fed is not helping as they are driving consumer confidence and therefore spending into the ground. Its a Fed-induced recession. Regardless, the markets needed this correction. Its healthy and if you have money this is the time to make a lot of money over the next decade. Tech stocks and "Generals" have now been shot. Apple is down 25%. Google, Amazon, Microsoft all down over 25%. Consumer defensive: Target, Costco, Walmart, Koels, all down! Netflix is making major strategic adjustments. About time! Tesla/Twitter....so much goin...
2022-05-1939 min
The Pete Primeau ShowSuccess Secrets of a Mattress Giant! With Sean Hathaway: Episode 70Sean Hathaway is the owner of Mattress World Northwest. Over 20 stores and growing. He was honored this year as a Mattress Giant by Furniture Today. Sean gives back to the community through numerous ways not the least of which is fundraising.
👤 Connect with Sean Hathaway:
✅ https://www.mattressworldnorthwest.com
✅ https://www.linkedin.com/in/sean-hathaway-ab128571
✅ seanhathaway@ymail.com
✅We are proud partners with Mattress Industry Network: https://www.facebook.com/groups/mattressindustrynetwork
✅The Mattress Industry Network's core values are helping others to Build, Market, Sell and...
2022-05-091h 07Breakaway - Investing & FinanceMarkets puking, TSLA/Twitter, Tech and NFLXWe are in the 3rd major drawdown of the 2000's. 2000: DotCom Crash2008: Great Recession2020: Great Reset. Elon is buying Twitter. The far left is pissed. But now he's got backing by big private equity and Larry Ellison. He also says he will take Twitter public again in 3 years or so. Tesla is killing it. Growing 50% year over year at a scale never before seen in history. Netflix completely dropped the ball. Raised prices too fast and programming is not good enough. Down 72%. So many tech companies down 50 - 90%. There...
2022-05-0627 minBreakaway - Investing & FinanceCovid Over!?, Mkts, Recession indicators, TSLA, NFLX, WokenessI think Covid is finally over, at least in US. We are so tired of it. Time to move on. Markets are wild this quarter. Down 15%, then up 10% to be down only 6%!? Tesla is tearing it up in Austin with their Cyber Rodeo today/tomorrow. Elon to speak tonight. So many catalysts in their business including Tesla Austin, Berlin and Shanghai expansion. Elon joined Twitter board. This will be interesting and will be good for free speech in the "public square" Netflix is too woke and not taking enough risks. Stock down...
2022-04-0828 minBreakaway - Investing & FinanceUkraine, Markets, SOTU, Covid, TSLAUkraine. Markets are getting smashed, but we're not in recession...Yet. State of the Union. Covid super spreader event...nope...they told us its over! Yay. Is Biden a flip-flopper? Overall boring, like all of them. Covid is over; at least our politicians say so. Tesla is KING.
2022-03-0442 minBreakaway - Investing & FinanceUkraine, Mkt correction, Block, Etsy, Tesla, FordSerious and tragic situation with Ukraine and Russia. This needs to end soon. Markets officially went into "correction" territory this week, which means they're down 10% from high. This could be a wild year! Block and Etsy are great examples of growing high potential companies that got punished by 60-70% off their high. They both reported strong earnings on Thursday and rebounded sharply...though no where near where they were! Tesla in the news. Ford in the news: CEO says it will be VERY difficult to compete head-to-head with Tesla! Wow! I lov...
2022-02-2625 minBreakaway - Investing & FinanceMarket crash, War, Ford, CA-Covid, SpotifyMarkets are crashing in general, but worse if you're in high-tech. Just got to weather this out. If you have cash, keep buying slowly. You'll look back in 2 years and realize it was a hell of a deal. War in Ukraine, supply chain and stupid Fed policy/communications not helping at all. Good news is no fundamental structural issues in economy. EV's. Government continues to attack Tesla, arguably the most innovative and climate change important company in the World. Ford looks to get Tesla like valuations....oh but no software folks there. California just...
2022-02-1928 minBreakaway - Investing & FinanceMarkets, the Generals, Covid, the Fed, Biden, TSLA, etc...The markets are absolutely crazy nuts volatile. If you miss earnings your stock is hammered. The Generals: Apple, Microsoft, Google, Facebook, Amazon. These are the barometers of our economy and doing well. Our economy is in great position. We just need to ensure that the Fed and Biden policies don't cause a consumer confidence led recession. Tesla is again at odds with the Administration, but at least they said the "T" word. Why would you ever bet against the guy colonizing Mars. Covid: After 2 years everyone is getting Covid fatigue and the...
2022-02-1231 minBreakaway - Investing & FinanceTSLA earnings, Netflix and Bill, Market reset! Neil or Joe Rogan?Normally I put out Pod on Friday, but couldn't wait this time around...too much going on. The markets are resetting and hopefully done! The Fed provided guidance today and it was good. Microsoft (2nd biggest company in world) released earnings and it was spectacular. Need the same from Apple. Tesla Earnings! Unbelievable and one of the most interesting earnings calls ever! Elon was on. I play some clips. Gotta figure out how to buy me some more Tesla. He says full-self driving is biggest software feature in history and Tesla bot (Optimus) wil...
2022-01-2736 minBreakaway - Investing & FinanceMarkets tanking, NFLX, blows up, Peloton, TSLAA little emotionally drained today from turmoil in markets, but wanted to get it out to tell the NFLX and markets story while fresh. Worst start to a year in decades. Bleeding over until Monday. We may see more storm and darkness before the light. Dear Netflix: You must prioritize sub growth. Peloton hiring McKenzie and slowing/haulting production...yeah that's a bad sign!
2022-01-2226 minBreakaway - Investing & FinanceMarkets in 2021 and going forward, Tech in the dumpsterThe markets are off to a dismal start of 2022, but it was worth it for 26% returns in 2021. I talk a lot about where and why of markets in 2022. Tech is in the dumpster, but it will bounce back. Stocks like Robinhood down 80%. That means if you buy now and they get back to previous high you'll 5x your money. Pfizer CEO talks to the Pod. Narcos Mexcio
2022-01-1431 minBreakaway - Investing & FinanceParty over, Senator Karen vs Elon, EV's and Mask maniaThe Fed is ending the stock market party. We knew it was inevitable. But will it really end? Elizabeth Warren takes a crack at Elon for not paying taxes. ?? He'll pay more taxes than any American in history this year. She's a hater. EVs. Tesla has been at it for 20 years. Took them 17 to get to profitability. Will be VERY hard for the newbies. CEOs of major airlines testify that masks probably don't make a big difference on airlines. Meanwhile, Oregon and CA extending mask mandates. Crypto baby! Merry xmas!
2021-12-1735 minBreakaway - Investing & FinanceInflation, Markets, Omicron, Elon, WokenessInflation is NOT transitory. The Fed is going to take action and we're seeing it ripple thru the markets. Stocks with good fundamentals are not getting hurt; but megacaps that make no money are getting crushed. Omicron. Democrats, Pfizer and the media are so happy we have new variant to talk about. I'm so over it, and I think most Americans are. Jim Cramer jumped the shark. Thinks military should go door-to-door to administer shot. Elon is interviewed by WSJ. great excerpts.
2021-12-1035 minBreakaway - Investing & FinanceTravis Dillard - Real estate investing, economy, red and blueMy guest today is Travis Dillard. He is the co-founder of Cadia Capital Group, a real estate investment company and we talk A LOT about real estate on this podcast. Previously he was CEO of a communications company that he sold to private equity. Travis and I talk a lot about real estate investing; he is an expert in this space. He runs a real estate investment company and brings insights into how to think about investing, we talk about: - Rent caps. - Land lord rights. - the Great Migration. - Real estate...
2021-11-2346 minBreakaway - Investing & FinanceTequila drinking and Markets, Tesla, Netflix, all time highs!!Markets are booming!!! NFLX and TSLA at all time highs. Biden hates Tesla, but he can't stop them! Wealth taxes are un-american! Happy Halloween!
2021-10-3026 minBreakaway - Investing & FinanceMarkets, SanFran, TSLA, NFLX, MSFT all time highs!!Markets are now up an astounding 21% year to date. This is crazy ridiculous fun! Tesla, Netflix and Microsoft hit all time highs this week! Tesla vs the Biden Administration. Its nuts that the Biden Administration hates TSLA and is putting up roadblocks for one of the most important companies of our time. Netflix will grow to 1 Billion subscribers... 4x where it is today. So very little risk to owning the stock if you're in it for the long-term. We must defend Taiwan! Thank you Biden.
2021-10-2325 minBreakaway - Investing & FinanceNFLX/Chapelle, SoCal, Covid, FB, TSLA/chips, GrudenNetflix! Stock at all time high. Chapelle killed it in his last stand-up. Employees at Netflix are staging a walkout. Co-CEO Ted Sarandos comes out and says we're not taking it down! Kudos for taking a stand and not bending to the will of your employees (uhem Apple). Companies need to nip "cancel-culture" in the bud and get back to their Missions (see Coinbase). SoCal rocks. I stayed San Diego, Del Mar and Newport. You would never know Covid was a thing!! Is this really California? Facebook in the news again... Tesla to the...
2021-10-1439 minBreakaway - Investing & FinanceElon Musk interview and NFLX stock highElon musk was recently interviewed by Kara Swisher at the Code Tech Conference. Here's link: https://www.youtube.com/watch?v=ESIjxVudERYI play some of my favorite clips. If you're not interested in Elon Musk, Tesla or SpaceX this is probably not an episode for you...but if you are, I hope you love it. NFLX stock price reached all time highs this week; and that's in the face of a market sell-off. The street is rewarding their move into Gaming. Further, their international Korean hit Squid Game, is a perfect representation of the s...
2021-10-0138 minBreakaway - Investing & FinanceRyderCup, Chilean Haitian, Environment, China, NFLX, GM BoltRyder Cup golf is amazing TV. does Jordan play 36 or 54 holes per day? Markets up 19% YTD. Newsom to spend $15b on environment. Fine, but be careful shutting nuclear down. A Haitian migrated with his family from Chile to the US. Personally, I would have just stayed in Chile. China. Cyrpto banned. Jack Ma , Alibaba CEO, is not painting. Lobotomy anyone? Watch out for those fees...they'll kill ya! Netflix at all time highs. Will they bid on F-1? GM bolt is spontaneously combusting. Whoops.
2021-09-2426 minBreakaway - Investing & FinanceRecall, SpaceX, Tesla, Carvana, MSFT, NFLXOur compassionate Governor of CA survived the recall! Not that surprising. He's good and has Presidential ambitions. SpaceX just launched 4 civilians into space to orbit for 3 days. That is mind-bending. Tesla is getting royally screwed by the government for not unionizing. F*%k unions. Carvana! Ernie II and Ernie III making billions off of stupid investors...good for them! MSFT doing a buyback of $60b. What else are they supposed to do? Not return money to shareholders? NFLX at all time highs. Outerbanks baby!
2021-09-1735 minBreakaway - Investing & FinanceAfghan, Nirvana, Newsom, Coinbase, WaymoI don't want to talk about Afghanistan, but how do I not? Baby from Nirvana's iconic Nevermind album cover is suing for child pornography. Newsom is in serious trouble. There are really good candidates to chose from; democrat and republican. Markets: I bought Etsy and Square and I discuss WHY. Coinbase is a little scary in terms of how they can rope you in to spend more money. Waymo is launching in San Francisco. Self driving. They say GM's cruise is their biggest competitor...literally no mention of Tesla!?!
2021-08-2734 minBreakaway - Investing & FinanceTesla AI, Afghanistan, ARK, Insider trading, Cuomo/NewsomI'm back after a 3 week hiatus. Did the Alcatraz triathlon. Epic! Afghanistan is a disaster, but that's US foreign policy in a nutshell. Tesla AI is incredible and even more incredible is that their stock isn't up over $1000 today. Cathie Wood's ARK invest is innovative and interesting and now losers are creating financial instruments to specifically bet against her (i.e. short ARK). Insider Trading at Netflix. Cuomo and Newsom are both corrupt and inept and deserve to be out of office. Sex/life. Not a recommendation, but a...
2021-08-2041 minBreakaway - Investing & FinanceMegaCaps, Bitcoin, Bezos, NFLX, JamieMarkets continue to roar!! MegaCaps are outperforming. simply stunning that Nvidia and Google are up 50% year to date. Bitcoin discussion with Cathie, Elon and Jack. Bezos goes to space. That's a good thing. Jamie Dimon the CEO of JP Morgan should retire. Manifest is a good show. Interesting how its on Netflix. My new favorite movie is BayWatch!
2021-07-2225 minBreakaway - Investing & FinanceMarkets, Money, Stocks, ETFs, Covid, Elon, NFLXI've been gone for a couple of weeks so had to update fast on a million topics:$3.2 trillion more govt spending. Inflation already thru the roof. Stock market up 16% YTD. Bless you if you own, NVIDIA, FB, MSFT, PYPL. CAPE ratio and other indicators are getting scary. Covid. We're masking up again in CA. Love this authoritarian state and dictator Newsom. Metaverse! ETFs, like ARK and META. Elon defends Solar City purchase. Litigator in over his head. White house working with FB. Oh great, that feels r...
2021-07-1633 min
Japanimation Station Season 5 - Grand Tour!Weekly Suit Gundam #33 – Mobile Suit Gundam: Hathaway’s Flash Movie Review & DiscussionPremiering worldwide on Netflix this week after its debut in Japanese theaters last month, Mobile Suit Gundam: Hathaway’s Flash is the first film in a planned trilogy adapting original Gundam creator Yoshiyuki Tomino’s trio of novels from 1989-1990, following the exploits of Hathaway Noa 12 years after the events of Char’s Counterattack. And it’s a terrific start to this new film series, offering some of the best animation, music, set pieces, and writing in the history of the franchise. From Tomino’s characteristically rich writing to the complex and nuanced vocal performances to how this story fits into...
2021-07-052h 31
Purely Academic with Jonathan Lack & Sean ChapmanThe Weekly Stuff #384 - Mobile Suit Gundam: Hathaway Review & DiscussionAfter a little back-and-forth on the week’s stuff – including Jonathan finishing the outstanding Kimetsu no Yaiba (Demon Slayer) manga – and checking in on a few quick pieces of news, including Ghost of Tsushima getting a PS5 re-release in August, we dive straight into our latest Weekly Suit Gundam extravaganza with Mobile Suit Gundam: Hathaway. Premiering worldwide on Netflix this week after its debut in Japanese theaters last month, Hathaway is the first film in a planned trilogy adapting original Gundam creator Yoshiyuki Tomino’s trio of novels from 1989-1990, following the exploits of Hathaway Noa 12 years after the events of Ch...
2021-07-053h 05Breakaway - Investing & FinanceMarkets, Covid gone, Bitcoin, $5b Roth, Lordstown and TSLAThe US stock market is on fire, up 14% year to date. Covid is basically history in the US. Microstrategy and its CEO Michael Saylor have gone lunatic betting the company on Bitcoin, but I guess shareholders don't mind, because there valuation rocks. Peter Thiel is a multi-billionaire and has a $5b Roth IRA. Good for him!? I think? Lordstown - EV Truck manufacturer - CEO and CFO resigned on same day. 99.9% chance that is a sign of something bad. Tesla Model S Plaid reveal. Fastest and most technologically advanced car i...
2021-06-2524 min
Japanimation Station Season 5 - Grand Tour!Weekly Suit Gundam #31.5 - Gundam SEED Movie & Hathaway on Netflix NewsThis week, we have a quick little bonus episode for you, with an excerpt from this week’s Weekly Stuff Podcast, where we talked about two major pieces of Gundam news from the past few weeks: The announcement that Mobile Suit Gundam: Hathaway will be debuting worldwide on Netflix very soon, on July 1st, and the reveal of a brand new Gundam SEED movie coming from the original creative team. We knew both of these items would be of interest to listeners, so we thought we’d throw this excerpt in the podcast feed for those who don’t listen...
2021-06-1417 minBreakaway - Investing & FinanceCovid, Taxes on Billionaires, Cyber warfare, TSLA, Meme stocksOn June 15th CA is going back to normal...we'll see. IRS leaked tax returns of billionaires, like Musk, Bezos, and Buffet (but not Trump?). Now there's a big uproar to get them and corporations to pay more. They actually pay a lot; it just very misunderstood. Cyber attacks on meat plants and pipelines. These don't seem like industries that are cutting edge tech; but they really f-up the economy when they go down. Tesla to reveal Model S Plaid, while Lordstown Motors discloses risk of bankruptcy. Meme stocks. CEO's of AMC a...
2021-06-1033 min
Palm Harbor Local#23 Sean Greelish | Stilt House BrewerySend us a textStilt House Brewery has been a staple in Palm Harbor since 2013! Sean has a passion for beer and it is obvious from the first time you meet him. We talk with Sean about where is passion for beer begin and about the process of making beer. The neat thing about beer is that any one can do it from home on a small scale but it takes experience and a deep understanding of the process to make great beer. That is something Sean takes a lot of pride in and he’s always op...
2021-06-0736 minBreakaway - Investing & FinancePhil M., JPM, Reed NFLX MGM & Math, Ford vs TSLAI'm a little fired up on this one. Phil Mickelson wins the PGA Championship at age 50! Incredible. Now he will team up with Tom Brady to play against Bryson DeChambeau and Aaron Rodgers. Will be an epic match, with so much tension between all of them. Some minor updates on Covid politics and big tech media censorship. Reed Hastings is supporting Gaven Newsom. Newsom is single-handidly destroying education in California. While I'm not surprised, I am irritated. And I'm disappointed that NFLX didn't make a go for MGM. Would have been much more inte...
2021-05-2837 minBreakaway - Investing & FinanceCrypto, Math&Masks in CA, HBO AT&T DiscoveryCrypto is all the buzz this week. I'm getting a little tired of talking about it, but its unavoidable. In California we still wear masks, our kids don't go to school and restaurants are not at capacity. In California we may eliminate Calculus in high-school in the spirit of equity. AT&T is divesting Warner/HBO, which will merge with Discover+ and David Zaslov will continue to be the highest paid media exec in history of world: he is the Coin Master.
2021-05-2131 minBreakaway - Investing & FinanceNo Masks, Inflation, Pipelines, CA, SNL, MarketsFinally, CDC moves in the direction of common sense and says if you're vaccinated you don't need to wear a mask in most instances. People are losing their s**t on this one. Government is spending money like drunken sailors and inflation is here; interest rates will have to rise. That effects you, me and stocks. Pipeline warfare. This is war and we need to battle. We also need to be more prepared. CA is a failed state...ok not quite yet, but we're under authoritarian rule, pay the highest taxes in the nat...
2021-05-1435 minBreakaway - Investing & FinanceVaccines, Facebook, Apple, Google (i.e. FAANG), etc., Tesla EarningsVaccines and CDC lightens mask requirements. Yay. FATMAAN: Facebook, Apple, Tesla, Microsoft, Amazon, Alphabet, Netflix. All big name-brand consumer facing companies looking strong. Semi-conductor chip shortage. Tesla earnings. Tesla for the 100th time is not a car company. And Elon even goes as far to say that in the future won't be thought of as Car OR Energy, but AI/Robotics company. That's the vision folks, and that's why it will be the most valuable company in the world.
2021-04-2934 minBreakaway - Investing & FinanceDoge, I-banking, Tax Hike, Higher Ed, NFLX/HBO earningsWarning: I went back and listened to this, and I think it sucked. Probably being hard on myself, but instead of pulling it down, I'll leave it up, but with this warning. I'm committed to improving! Crypto is completely out of control. Doge leading the charge, but down 60% this week. Tesla car crashed and killed 2 people. BTW, I laughed during this segment which I think is inappropriate as people lost their lives; I'm laughing at the stupid media coverage. I feel for the family of these individuals. SpaceX launch. With...
2021-04-2332 minBreakaway - Investing & FinanceMarkets high, $TSLA, Taxes, Archego, VaccinesA great Friday it certainly is! Markets are up 7% year-to-date. Vaccines. All good news here! Tesla surprised everyone and out-delivered expectations this quarter. Government spending leads to taxation. Capital gains going away? Wealth taxes? Markets are so frothy. Archego Capital implodes. Too much leverage! Heard this story a million times. Red Notice - the book - is great. Bill Gurley interview on Masters in Business Podcast great!
2021-04-0230 minBreakaway - Investing & FinanceBiden, Newsom, Markets, Ark, Elon, PiratesBiden gives his first press conference ever. A lot of people made fun of him for stumbling around but we really should focus on attacking policy and not people. Overall, I think he did fine. Newsom is a disaster and a recall election is imminent. CA has 5 million un-used vaccines on shelves. Just open up already and let everyone get in line. Markets have been quite volatile of late, but don't forget we're up 200% last 10 years, 20% last year and still 5% YTD. Tech stocks falling out of favor, but as long as company is grow...
2021-03-2631 minBreakaway - Investing & FinanceStimulus, Covid, Markets, SPACsThe economy is opening and the money is flowing! Plan to bbq for Memorial day weekend. There is so much money sloshing around that people don't even know where to put it. We're clearly in a bubble, but maybe it will never pop. SPACs and non-fungible digital tokens. Its really crazy.
2021-03-1232 minBreakaway - Investing & FinanceCA failures, Disney and cancel culture, Zillow and BitcoinCovid hypocrisy and craziness continues; it's hard to imagine life before Covid. UC Berkeley has locked its students in the dorm rooms: no out door exercise allowed! CA is becoming a failed state. Gov. Newsom is taking a lot of the blame and will very likely see his name on a recall ballot this summer. Disney stock to all time highs. And they fired Gina Carano, female star of Mandalorian for anti-semitic comments that were not anti-semitic...but clearly inflammatory, as she got fired for them. Cancel culture is a slippery slope and one I don...
2021-02-1232 minBreakaway - Investing & FinanceReddit, HedgeFunds, RobinHood, and FAANG!How can I not chime in on the Reddit, RobinHood and Gamestock fiasco. At the center of it is hedgefunds. I dive into what shorting is and the short squeeze. Here it all is in plain-english so you can explain it at the dinner table and look super smart. Finally, a wrap on FAANG of FANMAG (Facebook, Apple, Netflix, Microsoft, Amazon, Google). Should we all start owning more Tech stocks, like QQQ and VGT?
2021-02-0537 minBreakaway - Investing & FinanceInauguration on the market and NFLX hits record highsJoe Biden is our president. I talk about how this will effect the markets in 2021. I also provide thoughts on minimum wage, immigration and college education. Netflix released earnings this week and it was a doozy! Enough to drive the stock up almost 20% to all time highs. Disney is also floating around all-time highs, but its less clear why they deserve that valuation.
2021-01-2130 minBreakaway - Investing & FinanceCrazy Trump, Twitter/Parler, IPO Affirm, Streaming wars and CovidTrump has not only damaged Democracy, he has crashed the Republicans and burned his brand! Shutting down Parler has really demonstrated the few un-elected officials that control the social dialogue and in turn business and politics. Affirm is a new FinTech company and they are looking good! Streaming wars...always something brewing. I'm worried about Netflix stock price in near term, because now it IS streaming wars. Covid: Turns out Lockdowns don't help...Duh!?
2021-01-1522 minBreakaway - Investing & FinanceRiots, Politics and FinanceRiots on Capitol Hill; must talk about that. We need to stop labeling people and we need to cancel the cancel culture. 2020 was a great year (for markets) and most believe 2021 will be similar. Elon Musk richest person in world. Tesla 5th most valuable American company. Some of my favorite 2020 shows for wife, me and watching with kids. Happy New Year!
2021-01-0838 minBreakaway - Investing & FinanceRobinHood, Disney+, HBO Max, NFLX, Ted LassoI recently bought AT&T, Peloton and more Apple. Let's see where that goes!RobinHood is ridiculous and I officially don't think people should use it. Though they'll likely go public or get acquired and the founders will be loaded. Disney is all-in on Disney+ and is dropping audacious goals to the public. With Covid they've turned lemons into lemonade and I admire their gumption! I love that they are getting into sports and think Netflix needs to move there sooner than later. They are here for the very long-term, along with Netflix and Amazon Pr...
2020-12-1828 minBreakaway - Investing & FinanceIPO Mania, TSLA, HBO, Tony Hsieh and DepressionIn this episode I talk about: Life in shelter-in-place California. IPO Mania. Snowflake $100 billion valuation and today AirBnB comes out at $100b. DoorDash at $70b. As Nellie would say it is getting hot in here, so we're taking off all our clothes. HBO, Time Warner and therefore AT&T (all same company) are making big aggressive moves and it may be time to buy the stock...if you think the market will reward them. I think it may! Facebook is sued by 48 states and the FTC (as an investor no need to w...
2020-12-1038 minBreakaway - Investing & FinanceCovid Hypocrisy, Student Loans, HedgeFunds, Discovery+I got a little fired up on parts of this, butMore Covid Hypocrisy from our politicians; it'll literally NEVER stop. We are sheep they are the aristocracy and we shall do as they say...not as they do...obviously. I solve Student Loan Debt while powering the economy. Hedgefunds. Tesla shorts. Oh boy. A new streaming entrant Discovery+. And their CEO should fund the next bailout with his fat salary.
2020-12-0431 minBreakaway - Investing & FinanceGeneral Motors, Tesla and the Queen's GambitGeneral Motors is touting their prowess and comprehensive Electric Vehicle technology, initiatives and attempting to convince us they will be #1 EV manufacturer in future. I don't buy it. But they'll do fine. Tesla will continue to be phenomenal. Netflix is trading well below its average price target and 2 prominent analysts have raised their price target. Queen's Gambit a show about chess is good TV and inspiring. The book "How Children Succeed" by Paul Tough, also talks about chess and how strategies to win at chess are strategies for winning at life.Tha...
2020-11-2533 minBreakaway - Investing & FinanceGovernor Hypocrisy, S&P 500, Facebook, DisneyIts ok, or at least it should be ok, to disagree with your political leaders policy (that's called politics), but none of us should have to put up with the in-your-face hypocrisy they shovel. Tesla will now be inducted into the S&P 500 index hall of fame. Mark Zuckerberg gets grilled by Sen. Josh Hawley of Missouri. Disney earnings. Tony Romo.
2020-11-1929 minBreakaway - Investing & FinanceElections, Masters and Markets!Election results helping the stock market...this is how...Masters Golf.Markets up 10%+ this year; a phenomenal year by any measurement! Pfizer saves the world and execs get rich selling stock.
2020-11-1214 minBreakaway - Investing & FinanceTwitter, Cobra Kai, Football Politics BSI kind of apologize to Netflix for their content. Kobra Kai is good! But Netflix needs to set more audacious goals! Twitter's CEO Jack Dorsey gets chewed out by Sen Ted Cruz. Covid is everywhere in sports. Can sports swing the election?
2020-10-2921 minBreakaway - Investing & FinanceTesla Earnings, Google Antitrust and QuibiQuibi is done. Who could have imagined (sarcastic). Google sued by US Govt. Tesla, Tesla, Tesla. The coolest, most original, innovative and soon to be most valuable company in the world.
2020-10-2323 minBreakaway - Investing & FinanceNetflix growth disappoints and Disneyland is still shutdownNetflix laid an egg for Q3 earnings. Don't worry all is not lost, but they need to focus on subscriber growth and better content. Disneyland California remains closed and the Governor of CA seems hell-bent on keeping it that way as long as Covid exists.
2020-10-2215 minBreakaway - Investing & FinanceDisney RestructuringDisney Restructuring is a mess to watch. Its like slowly pealing the band-aid off. In the long-run they'll likely get it right, just a painful process. Work-from-home (DropBox, JPM). Sexual orientation vs preference (huge difference). $52k Covid hospital rides.
2020-10-1516 minBreakaway - Investing & FinanceCovid, Disney, DraftKings and MansplainingSilver linings of 210,000 Covid DeathsDisney and TimeWarner vs NetflixDraftkings stock. Overpriced? VP debate. Mansplaining?
2020-10-0928 minBreakaway - Investing & FinanceTesla: Most Valuable Car Company in WorldSean discusses concept behind "Breakaway" podcast. Breakaway from groupthink and the haters. Think for yourself and for the long term. Then dives into many reasons why Tesla is still a long-term "buy" even though it has seen a 5x multiple in its valuation over the last 9 months.
2020-07-2428 min
Panama City Beach Real EstateHathaway TownhomesBay Real Experts
726 Thomas Dr, Panama City Beach, Florida 32408
(850) 628-5385
https://bayrealexperts.com/
https://www.google.com/maps/place//data=!4m2!3m1!1s0x8893871d90fbd919:0x4c684007dbc7a38a?source=g.page.share
Hathaway Townhomes
Daily real estate talk, tips, trends, statistics, market updates for Panama City Beach Real Estate.
About the Author: Sean Casilli is a Florida resident and licensed real estate professional with Coldwell Banker Realty. He is also a Coldwell Banker Global Luxury specialist with a plethora of other specialty designations including...
2020-05-1302 min