Shows
The SunnyPoint PodcastInvesting: Q1 2023 Review, Takes & Q&AThis episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint) --- Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2023-04-0232 min
The SunnyPoint PodcastInvesting: Q1 2023 Review, Takes & Q&AThis episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint)
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2023-04-0232 min
SunnyPoint Investing2021 Picks: Year-end Review I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)
2022-01-0924 min
The SunnyPoint Podcast2021 Picks: Year-end ReviewI review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)--- Support this podcast: https://anchor.fm/sunnypoint/support
2022-01-0725 min
The SunnyPoint Podcast2021 Picks: Year-end ReviewI review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2022-01-0725 min
SunnyPoint Investing2021 Model ETF: Half Yearly Review I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)--To support this podcast: https://anchor.fm/sunnypoint/support
2021-07-2229 min
The SunnyPoint Podcast2021 Model ETF: Half Yearly ReviewI run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2021-07-2129 minThe SunnyPoint Podcast2021 Model ETF: Half Yearly ReviewI run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)--- Support this podcast: https://anchor.fm/sunnypoint/support
2021-07-2129 min
SunnyPoint InvestingGrowth Investing Mindset w/Brian Feroldi We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies? - How to think of P/E and P/S multiples? - What would higher interest rates do to high flying tech stocks? - Is there a price where a stock becomes a hold vs a buy? - How to evaluate companies you may not be a consumer of? - H...
2021-01-2251 min
The SunnyPoint PodcastGrowth Investing Mindset w/Brian FeroldiWe talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies?- How to think of P/E and P/S multiples?- What would higher interest rates do to high flying tech stocks?- Is there a price where a stock becomes a hold vs a buy?- How to evaluate companies you may not be a consumer of?- How much does Brian cap his invested capital/s...
2021-01-2251 min
The SunnyPoint PodcastGrowth Investing Mindset w/Brian FeroldiWe talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics:
- How to think of valuations for high growth companies?
- How to think of P/E and P/S multiples?
- What would higher interest rates do to high flying tech stocks?
- Is there a price where a stock becomes a hold vs a buy?
- How to evaluate companies you may not be a consumer of?
- How much does Brian cap his invested capital/stock and how he lets winners r...
2021-01-2251 min
SunnyPoint Investing2021 Model Portfolio: 10 Stocks for 2021 In this episode, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF
2021-01-1430 min
The SunnyPoint Podcast2021 Model Portfolio: 10 Stocks for 2021In this episode, first of 2021, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2021-01-1430 min
The SunnyPoint Podcast2021 Model Portfolio: 10 Stocks for 2021In this episode, first of 2021, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF--- Support this podcast: https://anchor.fm/sunnypoint/support
2021-01-1430 min
SunnyPoint InvestingHow to Deal with FOMO (Fear of Missing Out) FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind starting recent positions in Spotify, Gan International, Penn Gaming, and DraftKings.
2020-07-0330 min
The SunnyPoint PodcastHow to Deal with FOMO (Fear of Missing Out)FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind starting recent positions in Spotify and DraftKings.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2020-07-0330 min
The SunnyPoint PodcastHow to Deal with FOMO (Fear of Missing Out)FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind starting recent positions in Spotify and DraftKings.--- Support this podcast: https://anchor.fm/sunnypoint/support
2020-07-0330 min
The SunnyPoint PodcastInvestor Round table, Apr 13 2020In this episode, we discuss:
- Have markets bottomed?
- Is the optimism pre-mature?
- Which companies will bounce back the strongest when shutdown ends?
- How to approach the upcoming earnings season?
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2020-04-1438 minThe SunnyPoint PodcastInvestor Round table, Apr 13 2020In this episode, we discuss:- Have markets bottomed?- Is the optimism pre-mature?- Which companies will bounce back the strongest when shutdown ends?- How to approach the upcoming earnings season?--- Support this podcast: https://anchor.fm/sunnypoint/support
2020-04-1438 min
SunnyPoint InvestingInvesting Roundtable, Apr 13 2020 In this episode, we discuss:- Have markets bottomed?- Is the optimism pre-mature?- Which companies will bounce back the strongest when shutdown ends?- How to approach the upcoming earnings season?---Support this podcast: https://anchor.fm/sunnypoint/support
2020-04-1438 min
SunnyPoint InvestingCovid-19 & Stock Markets: Where do we go from here? This episode covers Covid-19's impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! If you found this helpful, please share the episode with friends/on your social feeds, and leave a good review :)
2020-04-0130 min
The SunnyPoint PodcastCovid-19 and Stock Markets: Where do we go from here?This episode covers Covid-19's impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! :)
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2020-04-0130 minThe SunnyPoint PodcastCovid-19 and Stock Markets: Where do we go from here?This episode covers Covid-19's impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! :)--- Support this podcast: https://anchor.fm/sunnypoint/support
2020-04-0130 min
Technically YoursApple Watch Series 3 vs Series 5 - Which should you buyThis episode, as of Dec 2019, compares Apple Watch Series 3 vs Series 5. It goes over key features, pricing and value for money. I explain why I chose Series 3. I also go over color choices, and why I decided to go with Space Gray.
If you have any follow up questions on Apple Watch, reach out to me on any social media channel.
Link to the Youtube video for this podcast is here: http://bit.ly/AWSeries3
2019-12-2100 min
SunnyPoint InvestingWhat is Fractional Investing? This episode explains the concept of fractional investing and how it can dramatically change the way you invest. In case of any questions, feel free to reach out on social media: Twitter: @ABraveBull ; Facebook: fb.com/WallStreetGuru
2019-10-0811 minThe SunnyPoint PodcastWhat is Fractional Investing?This episode explains the concept of fractional investing and how it can dramatically change the way you invest. --- Support this podcast: https://anchor.fm/sunnypoint/support
2019-10-0811 minThe SunnyPoint PodcastWhat is Fractional Investing?This episode explains the concept of fractional investing and how it can dramatically change the way you invest.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2019-10-0811 min
SunnyPoint InvestingBeyond Meat: Should You Bite In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock. --- Support this podcast here: https://anchor.fm/sunnypoint/support
2019-06-0436 min
The SunnyPoint PodcastBeyond Meat: Should you Bite?In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock. --- Support this podcast: https://anchor.fm/sunnypoint/support
2019-06-0436 min
The SunnyPoint PodcastBeyond Meat: Should you Bite?In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2019-06-0436 minThe SunnyPoint PodcastDraftDraft Become a supporter of this podcast:https://anchor.fm/sunnypoint/support
2019-03-2039 min
SunnyPoint InvestingTech Earnings & Positioning: Q4 2018 (Facebook, Microsoft, Amazon, Google) This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
2019-02-2537 min
The SunnyPoint PodcastTech Earnings (Q4 2018) and PositioningThis episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2019-02-2537 minTechnically YoursApple_is it China or is it iPhoneApple lowered iPhone guidance for the first time ever and fell further, now losing ~$450 Bil from its top. Whats behind the cut: is China really the problem? or has iPhone peaked? Join me, as I dive in.
2019-01-0400 min
The SunnyPoint PodcastApple: Is it China, or is it iPhone?Apple lowered iPhone guidance for the first time ever and fell further, now losing ~$450 Bil from its top. What's behind the cut: is China really the problem? or has iPhone peaked? Join me, as I dive in.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2019-01-0420 min
SunnyPoint Investing2018 Bear Market: Recession Coming? We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy? --- Picture source: Kennon Financial
2018-12-3036 minThe SunnyPoint Podcast2018 Bear Market; Recession Coming?We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy?
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-12-3036 min
SunnyPoint InvestingSuggestions to Retailers for Providing better experience & Gaining Market Share This episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omni-channel. The experience is derived over time, but specific cases around Black Friday (Thanksgiving) season of 2018 are mentioned. If you'd like to discuss ideas further (casually/professionally), contact me at: sunnyk.goklani@gmail.com. The cover art is from Macy's in Center city, Philadelphia.
2018-11-2642 minThe SunnyPoint PodcastMy suggestions to Retailers: from Black Friday, 2018 experienceThis episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omnichannel.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-11-2642 min
SunnyPoint InvestingOctober Sell-off: Views & What to Buy Markets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling.
2018-10-1528 minThe SunnyPoint PodcastOctober Sell off: Views & What to BuyMarkets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-10-1528 minTechnically YoursApple's iPhone vs Amazon's Alexa StrategyThis episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things.
2018-09-2400 minThe SunnyPoint PodcastApple's iPhone vs Amazon's Alexa StrategyThis episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-09-2439 minTechnically YoursTesla is Staying Public- What Happens NowWe discuss: Musk's decision to stay public, whether it was the right decision imo, and what should they do now.
Pic Source: Washington Post
2018-08-2900 min
SunnyPoint InvestingTesla is Staying Public- What Happens Now? We discuss: Musk's decision to stay public, whether it was the right decision imo, and what should they do now. Pic Source: Washington Post
2018-08-2912 minThe SunnyPoint PodcastTesla is Staying Public: What Happens Now?Episode discusses latest developments in Tesla's privatization story, whether it was the right decision imo and what should they do now.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-08-2912 minTechnically YoursReviewing Largest Chinese Tech Firms: Alibaba & TencentThis episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity.
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Pic Source: WalkTheChat
2018-08-2700 min
SunnyPoint InvestingReviewing Largest Chinese Tech Firms: Alibaba & Tencent This episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity. --- Pic Source: WalkTheChat
2018-08-2736 minThe SunnyPoint PodcastReviewing Largest Chinese Tech Firms: Alibaba & TencentThis episode reviews the earnings of China's two biggest internet firms and discusses my take on their operational performance, future, and investment opportunity.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-08-2736 minTechnically YoursWhat's going on with Elon Musk & Tesla?I explain the timeline of Musk tweets, investor letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should?
Pic source: NY Times
2018-08-1900 min
SunnyPoint InvestingCan & Should Tesla Go Private? I explain the timeline of Musk tweets, investor letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should? Pic source: NY Times
2018-08-1943 minThe SunnyPoint PodcastCan & Should Tesla Go Private?I explain the timeline of Musk tweets, letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should?
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-08-1943 minTechnically YoursState of internet landscape in China: Where to investThis episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.
2018-08-1300 min
SunnyPoint InvestingHow to invest in China? This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.
2018-08-1335 minThe SunnyPoint PodcastHow to invest in China?This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-08-1335 min
SunnyPoint InvestingFacebook lost $120 Bil in Market Value in a 10 minutes: Why, and what's next? This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock. Disclosure: I'm bullish. --- Management cited: CEO, Mark Zuckerberg COO, Sheryl Sandberg CFO, David Wehner
2018-07-3034 minThe SunnyPoint PodcastFacebook lost $120 Bil in Market Value in a Day: What's next?This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-07-3034 min
SunnyPoint InvestingThe Million Dollar Model: 5 ways to be worth more when you die This episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to write to me and ask or a free copy of the model. I'll love for you to try it yourself.
2018-07-1632 minThe SunnyPoint PodcastThe Million Dollar Spread sheet: 5 ways to be worth more when you dieThis episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to write to me and ask or a free copy of the model. I'll love for you to try it yourself.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-07-1632 minTechnically YoursIs IGTV - a YouTube Killer?This episode explores how IGTV will change the mobile video consumption landscape and who will be the biggest losers (Hint: Not YouTube), by decoding the innate urge it's trying to serve.
2018-06-2900 minThe SunnyPoint PodcastCamping World: Is it time to Buy?We explore the business model of Camping World Holdings Inc, study their operational performance over last 5 years and assess their valuation. We end with a recommendation to either buy/hold/sell the stock.
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Support this podcast: https://podcasters.spotify.com/pod/show/sunnypoint/support
2018-06-2554 min
SunnyPoint InvestingCamping World : What does it do, and should you buy now? We explore the business model of Camping World Holdings Inc, study their operational performance over last 5 years and assess their valuation. We end with a recommendation to either buy/hold/sell the stock.
2018-06-2554 min