The SunnyPoint Podcast: Recent Episodes
Sunny Goklani
Welcome to The SunnyPoint Podcast, where we discover and explore the sunny (bright) side of all things, including: investing, stock ideas, business, photography, comedy, project management, philosophy, etc. Support this podcast: https://anchor.fm/sunnypoint/support
This 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
I 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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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)
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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
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In 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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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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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?
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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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This episode explains the concept of fractional investing and how it can dramatically change the way you invest.
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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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This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
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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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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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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 omnichannel.
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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.
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This 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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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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This 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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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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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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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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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.
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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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