Folgen
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Do you believe in shortcuts in life?
I've compiled all the investing mistakes that were mentioned on Me & The Market Goliath Podcast by every valued guest speaker on the show and narrowed down into 10 of the most frequently mentioned investing mistakes.
Follow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath Official Podcast on X : https://twitter.com/MemarketgoliathSubscribe: Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast
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We invited Friso Alenus who is an investor and Seeking Alpha Contributor from Belgium.Friso has a distinguished degree in electromechanics and a profound interest in the world of finance and investments. His international investment portfolio consists of solar panel manufacturers, financial tech, footwear, gaming, semiconductors, healthcare, REITs, e-commerce listed in U.S. and Asia stock market exchanges. Friso delivers thought-provoking analyses that resonate with seasoned investors and novices alike which has led him to have a following on fintwit with over 3,000+ followers. We deep dive into Friso’s investment philosophy and mistakes, the solar panel industry as well as the macro environment on solar energy and also why so many people missed out on the incredible returns from investing in the popular footwear company Crocs.Episode Timestamps:(00:00) Introduction(01:17) What does investment mean to Friso?(01:53) When did Friso start investing?(02:12) Friso's investing style(05:20) Did obtaining a degree in electromechanics help with investing?(6:35) What is in the investing landscape like in Belgium? (8:40) Home country bias(10:47) Acquire a worldview to study and invest in international companies(12:33) Due diligence process covering foreign companies abroad(14:52) Crocs and why many investors overlooked this investment opportunity(16:00) Crocs's acquisition of HEYDUDE(21:38) The Solar Energy sector and why is Friso bullish(25:00) Main concerns for companies like Enphase and Jinko Solar?(27:33) Interest rates and headwinds impacting solar panels(28:30) Why there is an upside with investing in solar energy(28:58) Solar energy buyers and cost structure (32:35) The role of infrastructure for solar energy development(35:00) Importance of of margins for solar industry(37:38) Friso's biggest investing mistake
Follow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath Official Podcast on X : https://twitter.com/MemarketgoliathSubscribe: Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast
Follow Friso Alenus on X: https://twitter.com/FrisoAlenusSeeking Alpha: https://seekingalpha.com/author/friso-alenus
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Fehlende Folgen?
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In this episode, we invited a friend from Malaysia, Chris Chin to talk about budgeting and how this important discipline can help us retire early. We talked about investing in emerging markets like Malaysia and what makes a company from good to great in Chris’s business management view as well as key learnings from pursuing happiness over money, which is one of life’s controversial investment questions that comes across our minds more often than we think. Chris was a chemical engineer turned management consultant focused on strategy development for digital businesses across Southeast Asia. He ended up pivoting and joining what would eventually become the first tech unicorn in Malaysia. Driven by formative experiences during the 2007 Global Financial Crisis and 2014 Global Oil Crisis where Chris witnessed first hand the insecurity of being a wage-earner, he sought to better understand economics, market cycles, its influence on businesses, and long-term investing behaviours. Chris is also strong believer in personal finance where regulating one’s behaviour can often change the course and purpose of a person’s life.Timestamps:(00:00) Intro(02:00) Chris's Background(04:00) Why is budgeting important?(06:30) Global oil crisis and how it changed Chris's view(06:58) First step to budgeting(09:12) Challenges with budgeting(11:12) Earn more versus save more
(14:20) Accounting for lifestyle creep(16:22) Chris's definition of retirement(22:00) Quitting your job to pursue happiness(24:45) Learnings from taking a sabbatical(25:51) Decision criteria for quitting your job(29:45) Cutting your losses early(33:26) Chris's definition of investing(35:50) Why companies fail and what makes them successful(39:00) Reducing layers of management(39:40) Why companies have layers of management(44:00) Which is more important: A company's qualitative or quantitative aspects?(46:29) Why it's important to measure your wage by hourly than monthly(48:30) Job titles over pay? (51:20) Financial literacy in Malaysia(57:12) Why is Malaysia a great place for retirement and starting a business?(1:00:00) Geographical bias and opportunity costs(1:01:58) Chris's biggest investment mistakeFollow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath Official Podcast on X : https://twitter.com/MemarketgoliathSubscribe: Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast
Affiliate Sponsor: 7investing.comGet USD$29 OFF from 7Investing's annual newsletter subscription PROMO CODE: GOLIATH
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This is Me & The Market Goliath's first episode in 2024. We invite Luke Hallard and Krzysztof Piekarski to talk about the freelance gig economy.
Luke and Krysztof are podcast hosts of Wall Street Wildlife Podcast and also 7investing lead advisors. With rising unemployment and increasing number of layoffs, can the freelance economy save the unemployed?
Youtube versionTimestamps:(00:00) Intro(02:34) Wall Street Wildlife Podcast(04:50) Luke & Krzysztof's investment philosophy(09:36) Current macro environment fear and why Krzysztof is cautious(11:50) Why AI is affecting the labor market(13:02) Increasing number of layoff news (12:25) Why we are in an interesting period in the macro cycle(13:35) Will the freelance economy benefit the unemployed?(16:00) Fiverr(19:02) Multiple streams of income(20:38) Will remote work stay permanently?(22:28) Luke and Krzysztof investing experience investing in Fiverr(24:11) Warren Buffett's obsession with moats(24:27) Catalysts for the gig economy(27:12) Fiverr's recent financial performance(30:00) Fiverr's integration with AI and why the company is disintermediating the gig economy(34:08) What would change Luke and Krzystof's mind to invest in a company like Fiverr again(37:30) If a pandemic were to happen again, will the next time be different for the gig economy with?(41:30) Will AI replace humans?(43:28) Existential problems with AI(45:00) Emerging trends and technology disrupting AI space(47:15) Krzysztof's view on AI in classroom setting(49:00) Investment opportunities for AI in 2024?(50:00) Resolving a trustless world with smart contracts(52:00) Luke and Krzysztof's investment learnings and mistakes from 2023Follow Luke and Krzysztof on Wall Street Wildlife Podcast Youtube Channel @WallStreetWildlife
Follow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath Official Podcast on X : https://twitter.com/MemarketgoliathSubscribe: Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast
Affiliate Sponsor: 7investing.comGet USD$29 OFF from 7Investing's annual newsletter subscription PROMO CODE: GOLIATH
Subscribe nowNO FINANCIAL OR INVESTMENT ADVICE
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We invited Brian Stoffel to my show to wrap up the year. Brian has written for the Motley Fool for over 13 years, and he's also the Chief Content Officer and YouTuber of Long-term Mindset, which has over 98,000 newsletter subscribers and over 74,000 YouTube subscribers to date.We deliberated Dave Ramsey's controversial take on safe investment withdrawal rates and reviewed Brian's antifragile investing framework, which is his core investment philosophy, inspired by Nassim Taleb, who is a mathematical statistician, former option trader, risk analyst, and book author of Skin in the Game, The Black Swan, and Antifragile, Things That Gain From Disorder. Merry Christmas and a Happy New Year! Thank you for your support.
Timestamps:(00:00) Intro(02:36) Brian's early career days(04:08) Biggest takeaway writing and teaching finance(03:11) Signal versus noise and what matters most(06:08) Long-Term Mindset(07:55) Lessons on money and happiness from writing about finance and investing (09:30) Visuals are more effective than words when it comes to learning?(11:30) Is repetition the best way to practice learning about finance?(11:58) Investing skin in the game(13:15) Dave Ramsey's withdrawal rate of 8%(19:15) Brian's Optimal withdrawal rate(20:10) What does investing mean to Brian?(20:30) Brian's investment philosophy(22:17) What does antifragile mean?(23:09) A company's mission statement(26:11) Moat and optionality(28:00) Financial fortitude and concentration(29:02) Skin in the game and soul in the game(29:15) Glassdoor review(30:11) The most important aspect of the antifragile framework(30:46) Why free cash-flow is more important than net income(32:30) Brian's thoughts on buy now pay later companies and companies that offer gift cards(33:20) Starbucks and its moat(34:10) Finance concepts all beginners should learn first(37:03) Brian Stoffel and Brian Feroldi's top 10 biggest investment mistakes(38:12) Misjudging a moat(38:40) Other investing mistakes (41:11) Investing narratives(41:18) Mitigating the risk of narrativesFollow Brian Stoffel on X: https://twitter.com/Brian_Stoffel_Long-Term Mindset: https://brianferoldi.substack.com/Follow Kelvin (Podcast Host): X (Twitter) https://twitter.com/kelvinMMGoliath Official Podcast on X : https://twitter.com/MemarketgoliathSubscribe: Youtube: https://www.youtube.com/channel/UChlB...
No financial advice.
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In today's show I invited Rahul Setty who graduated from thesame university as I did but while I graduated with a business and economics degree, Rahul took the finance and analytics route. He is currently based in Southern California and has been working in corporate finance plus financial planning and analysis for about 5 years now as a senior financial analyst.
Rahul manages a very concentrated portfolio which top 5 of his positions comprise 56% of actively managed portfolio and is over 85% of Rahul’s net worth.
I asked Rahul how the baseball movie, Moneyball, hasfuelled his passion for investing and how investing is related to baseball management and analytics and why he’s been focused on uncovering value in small to mid-cap stocks through a disciplined approach rooted in fundamental investing.
Timestamps:
(00:00) Intro
(04:50) How did Rahul come across investing?
(5:50) Is keeping up with the stock market from So-Cal difficult?
(06:50) Obtaining a college degree in finance and takeaways
(09:15) Learning college in finance versus real life finance
(11:45) Rahul's regrets in college and learning finance
(13:00) How Moneyball transformed Rahul's view on investing
(19:00) Small-cap investment ideas and origination
(27:00) Portfolio construction consisting of mid-caps and trade-offs versus large-caps
(30:45) Magnificent 7 stocks and macro impact on smaller cap stocks in current climate
(37:00) Rahul's biggest investing mistakes
(38:50) Twilio
(40:30) Picking stocks realistically and sleeping well at night
(42:30) Is the investment return time horizon the same for mid and large-caps?
Follow Rahul on X
Follow Kelvin (Podcast Host): X (Twitter) https://twitter.com/kelvinMMGoliath
Official Podcast on X https://twitter.com/memarketgoliath
Youtube: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw
No financial advice.
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In this last part of the second podcast episode, we welcome Cayden Chang. He is the founder of Value Investing Academy in Singapore and also a three time cancer survivor. He is a living example of what being resilient means as he had lost over $50,000SGD or approximately USD$37,000 in the stock market during the dot-com bubble during his early days and managed to pay back his debt by working multiple jobs. He then went on to overcome cancer three times. He has met some of the world's greatest entrepreneurs and investing thought-leaders such as Lauren Templeton (niece of Sir John Templeton) , Mary Buffett (ex-daughter in law of Warren Buffett) , and Robert Kiyosaki (book author of Rich Dad Poor Dad) , Professor Bruce Greenwald (Book author of From Graham to Buffett and Beyond) .
Episode Timestamps:
(00:00) Introduction
(1:30) Is achieving happiness more complex than investing?
(02:40) Why do people get attached with wanting more money?
(03:40) When is money enough?
(05:30) Does Cayden think experiencing setbacks help them become a better person?
(08:12) Risk Aversion: Does Cayden see risk completely differently after cancer?
(7:50) Approaching life the same way as investing
(10:10) Meeting and learning from Lauren Templeton, Richard Branson, and Robert Kiyosaki
(11:26) Professor George Athanassakos and humility
(15:40) Starting Value Investing Academy
(18:13) If we can learn only thing from Cayden, what would it be?
(19:50) Flipping a coin analogy to differentiate speculation and buying stocks
(21:00) Biggest investment mistake
(21:50) Being an educator and the experience so far
Follow Cayden Chang on Instagram and X
Follow Kelvin Han (Podcast Host):
X (Twitter) :https://twitter.com/kelvinMMGoliath
Official Podcast on X https://twitter.com/memarketgoliath
Youtube Channel: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw
Me & The Market Goliath Podcast Instagram: Instagram -
In this part 1/2 podcast episode, we welcome Cayden Chang. He is the founder of Value Investing Academy in Singapore and also a three time cancer survivor. He is a living example of what being resilient means as he had lost over $50,000SGD or approximately USD$37,000 in the stock market during the dot-com bubble during his early days and managed to pay back his debt by working multiple jobs. He then went on to overcome cancer three times. He has met some of the world's greatest entrepreneurs and investing thought-leaders such as Lauren Templeton (niece of Sir John Templeton) , Mary Buffett (ex-daughter in law of Warren Buffett) , and Robert Kiyosaki (book author of Rich Dad Poor Dad) , Professor Bruce Greenwald (Book author of From Graham to Buffett and Beyond) .
Episode Timestamps:
(00:00) Introduction
(02:09) Getting three degrees doesn't necessarily make you richer
(03:05) Dot-com bubble and starting a dot-com business
(04:10) Losing SGD$50,000S during the dot-com bubble
(05:20) Telling the truth and recovering losses
(08:10) Using time effectively and being a caregiver
(09:10) Thinking of ending it all
(11:37) Inheritance lawsuit and falling out with his third brother
(15:30) Diagnosed with kidney cancer and irony in life
(16:30) Appreciation for life
(17:38) How does Cayden prioritise his life and time?
(20:00) Struggle between investing and approaching life long-term
(23:10) Cayden's investment philosophy
Follow Cayden Chang on Instagram and X
Follow Kelvin Han (Podcast Host):
X (Twitter) :https://twitter.com/kelvinMMGoliath
Official Podcast on X https://twitter.com/memarketgoliath
Youtube Channel: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw
Me & The Market Goliath Podcast Instagram: Instagram -
We extended an invitation to Simon Erickson who is the founder and CEO of 7investing, to engage in a discussion about his expertise in running an investing newsletter service. Additionally, we sought his insights and key takeaways from the recent ClimateTech conference which took place at MIT university.
Youtube version: https://www.youtube.com/watch?v=SWnBfo8rlWc
Episode Timestamps:(00:00) Introduction(01:13) Simon's investment philosophy(03:27) Does Simon approach life the same way as investing?(04:50) What were some of the challenges running 7investing as the CEO?(06:30) What are the top reasons for trusting a stock market research company to provide retail investors with buy and sell recommendations?(08:50) How does 7investing's stock market research tool and platform compare to the likes of Seeking Alpha and Motley Fool? (10:00) How does Simon recruit 7investing lead advisors? (12:00) The interview process(14:00) Emotional intelligence v. intellectual intelligence and investment biases(16:30) How many hours should lead advisors study a company before recommending a stock?(20:00) Statistics showing average investor holding a stock for 5.5 months (24:00) Some industries that cannot be disrupted?(24:30) Domino's Pizza and farming equipment(28:30) Is artificial intelligence hype?(31:12) Health care drawdowns and whether Simon thinks it's still the next "big" thing(36:30) How do we go about doing the research for health care stocks?(37:30) 2023 ClimateTech Conference at MIT(38:30) How can investors evaluate scalability and commercial viability of new technologies?(43:30) Timeline for widespread adoption of battery storage(45:20) Views on the dependency on fossil fuels and oil in the next couple years(47:00) Avoiding the pitfalls of investing in another 3D printing revolution that wasn't(50:17) How long does it take funding to take into effect in innovative trends?(54:00) Simon's investing mistake: JumiaAffiliate Website: https://7investing.com/subscribe/Get USD$100 OFF from 7Investing's annual newsletter subscriptionPROMO CODE: GOLIATHAffiliate Disclaimer: This video may contain affiliate links, which means that if you use my promo code on one of the promoted product or services , I may receive a small commission. This commission helps support the channel and allows me to continue creating videos to provide value to my viewers.Follow Kelvin Han (Podcast Host)X (Twitter) : https://twitter.com/kelvinMMGoliathMe & The Market Goliath Podcast X Twitter : https://twitter.com/memarketgoliathInstagram: MmarketgoliathSpotify: https://open.spotify.com/show/2y0SWo0...Apple Podcasts: https://podcasts.apple.com/us/podcast...Follow Simon EricksonX: https://twitter.com/7InnovatorNO FINANCIAL ADVICE
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In today's episode, we invited another investing podcaster Harris Elliot. Based in Texas, US, and originally from Puerto Rico. Harris is the host of One Penny At A Time Podcast. He started his investment journey in early 2022 and currently manages a USD$10,000 investment portfolio.
Harris's disciplined lifestyle and having to work multiple jobs allowed him to eliminate USD$15,000 worth of debt and being able to steadily increase his monthly investments from $200 to $1,000 through budgeting. Harris goes on to explain the concept of time in the markets versus timing the markets and goes on to share what a covered call exchange traded fund (ETF) is and why it can be a risky investment.
What we covered in this podcast:
- Harris's investment philosophy
- Time in the market v. Timing the markets
- Covered call ETFs and the risks behind it
- What's like to manage USD$10k investing portfolio and what were some of the lessons?
- Harris's biggest investing mistakes
Youtube version: https://www.youtube.com/watch?v=eOpowPi3xTE&t=1s
Episode Timestamps:
(00:00) - Harris's background and eliminating debt
(00:43) - Harris's Podcast (One Penny At a Time) and goals
(05:07) - What age did Harris start investing?
(05:45) - What does investing mean?
(07:09) - What is financial freedom?
(08:35) - What type of investor is Harris?
(11:05) - Has Harris's investment philosophy changed over time?
(13:31) - Behavioral investing
(16:18) - Similarities between life and investing?
(18:18) - Timing versus Time in the market?
(22:17) - Purpose of recording investment portfolio and tracking
(24:50) - Shutting noise and filtering information
(27:01) - Is it dangerous to chase yield?
(31:36) - Covered-call ETFs, characteristics, and dangers
(36:47) - Harris's learnings from investing
(39:00) - Realty Corp (NYSE:O)
Follow Kelvin Han (Podcast Host)X (Twitter) : https://twitter.com/kelvinMMGoliathMe & The Market Goliath Podcast X Twitter : https://twitter.com/memarketgoliathInstagram: Mmarketgoliath: Spotify: https://open.spotify.com/show/2y0SWo0...Apple Podcasts: https://podcasts.apple.com/us/podcast...
Listen now on Spotify or on Apple Podcasts - https://linktr.ee/MMGPodcastFollow Harris on One Penny At A Time Podcast:
X: @onepennypodcast
Instagram:onepennyatatimepodcast
Affiliate Website: https://7investing.com/subscribe/ (7Investing)Get USD$100 OFF from 7Investing's annual newsletter subscriptionPROMO CODE: GOLIATHAffiliate Disclaimer: This episode contain an affiliate mention, which means that if you use my promo code on one of the promoted product or services, I may receive a small commission. This commission helps support the channel and allows me to continue creating videos and podcast interviews to provide value to my viewers. Thank you for your support.
NOT FINANCIAL ADVICE
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We invited the host of We Study Billionaires from the Investor's Podcast Network, Clay Finck to share with us his lessons learnt from the world's greatest investors.There were many investing lessons learnt from the world's greatest investors such as Warren Buffett, Charlie Munger, Chris Mayer, and Gautam Baid.
Youtube Version: https://www.youtube.com/watch?v=nwpc-SwKY3c&t=1781s
Episode Summary:
(00:00) Intro
(00:43) Clay's background
(03:45) Warren Buffett almost became an actuary?
(06:45) Did Clay's college degree help him become good at investing?
(09:07) Investing at 18 years old and Clay's investment philosophy
(14:56) Has Clay's investment philosophy evolved over time?
(17:30) Does Clay approach life the same way as investing in stocks?
(20:07) Takeaways from studying the world's best investment lecturers
(24:28) Mean reversions and whether markets are efficient
(28:26) Biggest misconceptions with financial literacy
(33:27) Personality traits that makes world's greatest investors who they are today
(36:04) Is there an investor that truly stands out from the rest?
(39:30) Clay's favourite investors
(44:46) Clay's greatest learnings and lessons from investing
Listen now on Spotify or on Apple Podcasts. Link in bio.
Follow Kelvin Han (Podcast Host)X (Twitter) : https://twitter.com/kelvinMMGoliathMe & The Market Goliath Podcast X Twitter : https://twitter.com/memarketgoliathInstagram: Mmarketgoliath: Spotify: https://open.spotify.com/show/2y0SWo0...Apple Podcasts: https://podcasts.apple.com/us/podcast...Follow Clay Finck on X: Clay_Finck
Affiliate Website: https://7investing.com/subscribe/ (7Investing)Get USD$100 OFF from 7Investing's annual newsletter subscriptionPROMO CODE: GOLIATHAffiliate Disclaimer: This episode contain an affiliate mention, which means that if you use my promo code on one of the promoted product or services, I may receive a small commission. This commission helps support the channel and allows me to continue creating videos and podcast interviews to provide value to my viewers. Thank you for your support.
NO FINANCIAL ADVICE
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Me & The Market Goliath Podcast’s FIRST podcast episode of 2023 has just been released!
We brought back Daniel Shvartsman, Co-host of Akram’s Razor, FormerInvesting.com VP of Content and ex- Seeking Alpha Director of Marketplace to talk about the subscription economy.
Here are a few questions covered in this episode:
How would Daniel run a subscription business? Is a subscription-based model profitable in the long run? What challenges or risks do you see with a subscription model? What are some potential future developments for the subscription economy? Should AI (Artificial Intelligence) be packaged with a monthly/yearly subscription model? What was Daniel's biggest, if any, investment mistake or takeaway from last year (post-covid)?Youtube version: https://www.youtube.com/watch?v=iX8B-pREHkg&t=1880s
Episode Timestamps:
(00:00) Introduction
(00:40) Investment returns since we last spoke
(03:00) Has Daniel's investment philosophy changed over time?
(05:36) How have companies benefited from the subscription economy?
(10:40) How does a subscription-based business model create shareholder value?
(11:53) How would Daniel run a subscription-based business model?
(14:10) What do subscription businesses care about?
(17:00) Subscription economy risks
(19:08) Tug of war between price sensitivity and Salesforce
(22:09) Is a subscription business sustainable?
(23:45) Netflix and aftermath of password crackdown
(28:12) Disney+ copying Netflix on password crackdown
(30:23) Future developments for the subscription economy
(34:01) Do we ourselves subscribing to more AI softwares?
(34:15) Why AI haven't been super helpful
(35:50) Is AI worth investing?
(38:07) Artificial intelligence might not be easy to teach?
(41:00) Bundling AI with subscription model
(43:32) Daniel's investment mistakes in the past
(47:34) Daniel is the founder of A Short Investing Guide and learnings
Listen now on Spotify or on Apple Podcasts. Youtube version available too! Link in bio.
Follow Kelvin Han (Podcast Host):
X (Twitter) : KelvinMMGoliath
Me & The Market Goliath Podcast X (Twitter) : @Memarketgoliath
Instagram: Mmarketgoliath
Youtube: Me & The Market Goliath Podcast
Follow Daniel Shvartsman:
Website: shortinvestingguide.com
Youtube: shortinvestingguide
Instagram: instagram.com/danshvartsman
X (Twitter): https://twitter.com/DanielShortman
Threads: Threads.net/danshvartsman
LinkedIn
Affiliate Website: https://7investing.com/subscribe/ (7Investing)Get USD$100 OFF from 7Investing's annual newsletter subscriptionPROMO CODE: GOLIATHAffiliate Disclaimer: This episode contain an affiliate mention, which means that if you use my promo code on one of the promoted product or services, I may receive a small commission. This commission helps support the channel and allows me to continue creating videos and podcast interviews to provide value to my viewers. Thank you for your support.
NO FINANCIAL ADVICE
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After the show took a pause, we are so excited to resume and welcome another international guest from Spain, Leandro @invesquotes on this latest podcast episode release. He is the main contributor at Best Anchor Stocks on Seeking Alpha and has growing fanbase on Twitter which we feel privileged to be a follower too.
In this episode, we discussed studying individual companies during a bear market like today where consumers are impacted by rising inflation and company valuations have shrunk due to rising interest rates. We also talked about Leandro’s participation and experience in “The Market” Stock Pitching Game where Leandro pitches his investment thesis among other presenters and listeners get to vote on the winning investment pitch.
With the ongoing market sell-off, how should we evaluate tech companies and is there a buying opportunity ahead? Is dollar-cost averaging safe? Listen to find out more!
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Our latest podcast episode now on Spotify, Apple Podcasts, or Google Podcasts. Link in bio.*Disclaimer: Not your financial advisor and content should not be used as a financial advice. Invest at your own risk.
This episode was recorded on May 14, 2022
Follow us on Instagram: @mmarketgoliath
+on Twitter: @memarketgoliath
Follow Leandro on Twitter @Invesquotes
Follow Best Anchor Stocks on Seeking Alpha - https://seekingalpha.com/author/best-anchor-stocks
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Me & The Market Goliath has just released its first group podcast episode! We invited not one, but TWO 7investing Lead Advisors ~ Dana Abramovitz and Luke Hallard to share with us their investing insights on the healthcare industry and their thoughts on telehealth and telemedicine companies. With the global pandemic not going away so soon, how should we evaluate healthcare companies and what are the headwinds and tailwinds ahead? How big is the total addressable market for the complex healthcare space? And what should investors pay attention to? Listen to find out more!
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Our latest podcast episode now on Spotify, Apple Podcasts, or Google Podcasts (link here)!Guest Bio:
Dana Abramovitz:
Dana’s interest in health spans all aspects of the industry – from fitness and wellness to hospital systems and policy and everywhere in between. She received her PhD in biochemistry and molecular biophysics from Columbia University. She then left academia to work for Ingenuity Systems and started her own video game company whose product was acquired by UbiSoft. She is a Masters graduate in Management from Stanford University, where she focused on health care investment and new ventures and prior to working at South by Southwest, she worked at Strand Life Sciences, a genomics and personalized medicine company based in Bangalore.
Luke Hallard:
Luke recently came out of retirement to become a lead advisor for 7investing and primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. A common theme with Luke’s personal investments is that they all seek to make the world a better, less complex place. Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank.Follow Me & The Market Goliath on Instagram: @mmarketgoliath
Luke Hallard on Twitter: @7lukehallard
Dana Abramovitz on Twitter: @DanaAbramovitz7
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Enter the keyword "GOLIATH" to enjoy USD$25 off on the first month of 7investing's monthly or annual membership subscription, which you will have exclusive access to their stock recommendations and lead advisor updates!
Sign up using this link here
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We are going into the clouds in our latest podcast episode release. We're going to shine a spotlight on the SaaS (Software as a Service) industry which is essentially a +140 billion dollar industry space and growing!
We invite Frank Wang, an engineering expert in the SaaS field to talk to us about this massive tech space. Born in China and went to Canada for college, Frank graduated with Computer Science major and Business minor degree. He then joined BusinessObjects as a software engineer and helped build their first SaaS product Business Intelligence On Demand back in 2007. BusinessObjects then sold its business to SAP and Frank moved to the Bay Area and joined a startup called Vlocity as employee number eleven. In 2017, Frank got into investing and studied the markets for over 8000 hours and all his investments are in tech space and majority are in SaaS companies.
Are SaaS companies investable from an engineer’s standpoint? What makes a SaaS company stand out? Listen to this podcast to hear what Frank has to say.
Follow us on Instagram: @mmarketgoliath
Follow Frank on Twitter @FrankYanWang -
Is there a crypto fad going on? Will we see a continued growth in the adoption of cryptocurrencies? What is a cryptocurrency and who invented it? We managed to invite someone who is knowledgeable in this field, Leo Mak (CPA), to answer these interesting questions.
That's not all. Leo also humbly shares his crypto investing mistakes and lessons with us.
Leo has been working in the Big 4 advisory firms for seven years with experience in providing risk management and regulatory compliance services to financial institutions. He studied international business and global management at the University of Hong Kong, and is a certified public accountant and energy risk professional. He is a cryptocurrency investor who developed his expertise by studying cryptocurrency over the last few years and understands how retail individuals and financial institutions can benefit from adopting digital currency.
After listening to this episode, maybe cryptocurrency or Bitcoin is not so cryptic after all...
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It has been a while since we released a podcast episode on personal finance and how it affects every individual. We welcome a personal financial coach and the podcast host of Work Hard Retire Early, Joseph Hadaway, to talk about this important financial topic and how it translates to investing. We discussed many relatable topics covering the following questions:
What is the Financial Independence Retire Early Movement (F.I.R.E)? Are there some things people should avoid buying? Should people have more than a month in emergency funds? Should we save more or have multiple streams of income? Best practices: How can people save more to be able to invest more?
Follow us on Instagram / Twitter: @mmarketgoliath / @memarketoliath
Follow Joseph on Instagram / Twitter: @jhadawayfc / JHadawayFC
Disclaimer & Disclosure: Affiliate Partner with 7investing.com
Enter the keyword "goliath" to enjoy USD$25 off on the first month of 7investing's monthly or annual membership subscription, which you will have exclusive access to their stock recommendations and lead advisor updates. Sign up using the affiliate link here -https://7investing.com/subscribe/aff/38/
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Our first podcast episode in 2022 has just been released! Given there has been a volatile selloff with tech growth stocks recently, there is no better time to talk about tech companies that have a disruptive edge. The question is do we know how to study these companies from an investing standpoint? We’re very fortunate to invite Simon Erickson on the show, who many people focused on identifying disruptive innovation and developing trends. Guest Bio: Simon is the founder and CEO of 7investing. He has previously worked seven years at The Motley Fool, where he most recently served as the lead advisor of Motley Fool Explorer. He travels to industry conferences and talks to business, scientific, and academic leaders to learn first-hand about the cutting-edge technologies. He’s been plugged-in to immersive virtual reality, bought his first Bitcoin for just $247 dollars, and took a pharmacogenomic DNA test to explain how he would react to prescription drugs. Follow us on Instagram: @mmarketgoliath Follow 7investing on Instagram: @7investing Follow Simon Erickson on Twitter @7innovator
Enter the keyword "goliath" to enjoy USD$25 off on the first month of 7investing's monthly or annual membership subscription, which you will have exclusive access to their stock recommendations and lead advisor updates. Sign up using the affiliate link here -https://7investing.com/subscribe/aff/38/
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Our latest episode has just been released! As we wrap up 2021, we are so grateful to have Brian Feroldi from The Motley Fool join our podcast to share his investment philosophy and investing checklist to search for investable companies in the stock market. We discuss his investment prerequisites to build his checklist and how it has helped him with his research to avoid companies with red flags. Just like with all the other speakers we’ve invited so far, Brian also shares with us his humble lessons from investing in the stock market.
Guest Bio:
Brian started investing in the stock market in 2004 and his returns improved dramatically after he became a member of the Motley Fool in 2008 and he's been beating the market ever since. In 2015, Brian became a full-time writer for the Motley Fool. He has since written more than 3,000 articles and appeared on hundreds of podcasts, live streams, and videos (Youtube). Brian also recently wrote a book called "Why Does The Stock Market Go Up?" which will be launching in early 2022.
Follow us on Instagram: @mmarketgoliath
Twitter: memarketgoliathBrian Feroldi :
Instagram: @long.term.mindset
Twitter: @BrianFeroldi
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We are so privileged to have William Green to share his deep insights and profound conversations with the world’s greatest investors including Charlie Munger, Mohnish Pabrai, Howard Marks, and Nick Sleep. William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. Many behavioural investing topics were discussed in this entertaining episode which were filled with important behavioural takeaways and life lessons.
Over the last quarter of a century, Mr. Green has interviewed many of the world’s best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He has also given many talks (ie TEDx and Talks at Google) about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our thinking and temperament ~ what he calls as “resilience”.
Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes, Barron’s, Fast Company, Money, Worth, Bloomberg Markets, The Los Angeles Times, The Boston Globe Magazine, The New York Observer, The (London) Spectator, The (London) Independent Magazine, and The Economist. He has interviewed presidents and prime ministers, inventors, criminals, prize-winning authors, the CEOs of some of the world’s largest companies, and many billionaires.
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