SunnyPoint Investing

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? - How much does Brian cap his invested capital/stock and how he lets winners run - How does an all-FANG portfolio compare to one comprising of mid-cap growth - Much more - Fire Round: we find out - 1) Brian's top picks for 2021, 2) Brian's favorite SPAC, 3) Books every investor should read --- Links, Brian Feroldi: 1) Twitter: @brianferoldi 2) Link to Brian's Checklist: https://boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx 3) His articles: https://www.fool.com/author/14471/ 4) Substack: brianferoldi.substack.com --- Links, Sunny Goklani: I reply to ALL DMs on my Instagram and to present a investment best practice every Tuesday. Reach out with questions/comments/suggestions - 1) Instagram: @thesunnypoint 2) Twitter: @ABraveBull - Board Game Link: http://www.sunnygoklani.com/boardgame.html - Youtube Link: http://bit.ly/sunnypoinyinvestingyoutube

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

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.

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

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 :)

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

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

This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.

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

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.

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.

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

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

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

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.

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

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.

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.

I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)

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