YOLO Capital

Gilmore Cabochan and Eric Sugar discuss (and review) Celsius energy drinks, the company's impressive growth profile, and future valuation prospects. Recorded on March 14, 2024. DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 2, and discuss the performance of their respective stock picks vs the S&P index. Recorded on January 24, 2024.  Link for Portfolio Tracker for Season 2: https://bit.ly/YOLO_Season_2 DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Rivian's electric truck and SUV products (R1S and R1T), their profit margins, and future growth prospects. Recorded on October 29, 2023. DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss the recent IPO of the fast growing fast casual Mediterranean restaurant chain CAVA. Recorded on September 10, 2023. Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: ⁠https://bit.ly/yolocapitalpodcast⁠ DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Cryptopunks, the OG NFT collection, and the bull and bear arguments for NFTs in general and the role of Cryptopunks in the space. Recorded on September 22, 2022. Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Ethereum (ETH), the second largest cryptocurrency by market capitalization, which is slated to undergo a major change in its architecture in Fall of 2022 (aka the Merge). Recorded on July 11, 2022.  Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Domino's Pizza (DPZ) as a stealth growth stock matching and in some cases beating the returns of FANG stocks, discuss the operating leverage in its franchise model, the effects of inflation on the business, and speculate on its future. Recorded on February 13, 2022. [NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/T5mFxnrve9I]  Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Constellation Software (CSU.TO), its remarkable run over the past 15 years as a public company, its reclusive CEO Mark Leonard, its shift in business strategy going forward and speculate on its future. FYI - The stock ticker mentioned in the episode is CSU, which is the ticker for the Toronto Stock Exchange and is denominated in Canadian dollars. Investors based in the US can purchase the American Depositary Receipt (ADR) for Constellation Software, which trades under the ticker symbol CNSWF. Recorded on January 31, 2022.    [NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/fiDWRLQZI7o] Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast  DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Coupang (CPNG), the fast growing "Amazon of South Korea". We discuss their strategy for succeeding in South Korea's e-commerce environment, the current valuation of the company, and speculate on its future. Recorded on December 26, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Dutch Brothers (BROS), a fast growing coffee retailer that is the "bro" version of Starbucks. We discuss their unique drink menu, the loyalty of its fan base, the current valuation of the company, and speculate on its future. Recorded on November 21, 2021.  Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Five Below (FIVE), which has grown its store count 500% in the last decade, is a combination of "Trader Joes, TJ Maxx, and IKEA for tweens....a wonderland of things no one needs". We discuss its ambition to continue growing, its potential for geographic saturation in the US, the in-store shopping experience, and speculate on its future. Recorded on August 6, 2021. Referenced during the episode: Five Below Investor Presentation - March 2021 Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss SoFi (SOFI), its remarkable growth path in the time period leading to its listing as a SPAC, its ambition to become a new digitally native bank for the new age of fintech, their experiences using the SoFi app and product offerings, the opportunities and challenges ahead for its Galileo acquisition, and speculate on its future. Recorded on July 28, 2021.  Referenced during the episode: SoFi Q1 2021 Summary Results Presentation Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 1 and discuss the portfolio (under)performance vs the S&P index in a self-flagellating Walk of Shame. Recorded on July 17, 2021.  Link for Portfolio Tracker for Season 1: https://bit.ly/YOLO_Season_1 Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Tesla (TSLA), its growth from a single factory in Fremont, CA to having multiple Gigafactories globally, its remarkable culture and relentless focus on technological advancement in manufacturing, the future of Full Self Driving Beta, the competitive landscape in the auto industry, and its future. Recorded on June 29, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Doordash (DASH), its remarkable ability to survive in a highly competitive business and the challenges of being an essential business during the pandemic, the unit economics of the business, potential dissent in its empire of merchants, Dashers, and customers, and whether to invest in its future growth. Recorded on May 19, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Coinbase (COIN), the future impact of the growing cryptoeconomy, its competitors, and its future challenges. Recorded on April 14, 2021.  Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast  DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Shopify (SHOP), its mission to "arm the rebels" against Amazon's retailing empire, its competitors, the amazing growth in 2020, and its future challenges. Recorded on March 4, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss the upcoming Roblox (RBLX) direct listing (anticipated February 2021). We discuss the two-sided viral growth loops of its addictive games platform, its ability to capture the attention of 9 - 12 year olds, its competition, and the future of the metaverse. Recorded on January 26, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss the recent Airbnb (ABNB) monster IPO, whether or not we are living in a repeat of the 1999 tech stock mania, the financials of the company, its competitors, and speculate on its near term and long term prospects. Recorded on December 29, 2020.  Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such ad vice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss the Chinese e-commerce app Pinduoduo (PDD), which has been one of the fastest growing companies in the world (while still remaining relatively unknown outside of China). We discuss its strategic advantages, the virality built into the app, the competition, and its new growth initiatives with Consumer-To-Manufacturer, Duo Duo Mai Cai and its use of data to deeply understand the consumer.  Recorded on December 1, 2020.  Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such ad vice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.