Me & The Market Goliath Podcast: Recent Episodes
Me & The Market Goliath
Do you remember the biblical story of David and Goliath, a story about a warrior who used his wits and strengths to defy the impossible? ⠀ Picture this and put yourself in a financial environment. You are an inexperienced investor who is trying to outsmart the financial markets but the odds are not in your favor and you don’t have the financial literacy to understand how to value a company or how complex financial markets work. Your disposable capital is stored in a bank bleeding dry to inflation, where do you start? ⠀ Well, you can listen to us ~ A financial podcast about investing!
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
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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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
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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
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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.
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.
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 farFollow Cayden Chang on Instagram and XFollow Kelvin Han (Podcast Host):X (Twitter) :https://twitter.com/kelvinMMGoliathOfficial Podcast on X https://twitter.com/memarketgoliathYoutube Channel: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCwMe & 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 philosophyFollow Cayden Chang on Instagram and XFollow Kelvin Han (Podcast Host):X (Twitter) :https://twitter.com/kelvinMMGoliathOfficial Podcast on X https://twitter.com/memarketgoliathYoutube Channel: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCwMe & 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
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:
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Harris's investment philosophy
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Time in the market v. Timing the markets
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Covered call ETFs and the risks behind it
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What's like to manage USD$10k investing portfolio and what were some of the lessons?
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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
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
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
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
Palantir Technologies? What does this company do? In this latest episode we are going to talk about this technologically advanced company that specializes in data analytics and A.I to work with many private institutions and governments.
We invite Amit Kukreja, who is a founder of startup and Youtuber to share with us what Palantir does as a big data analytics company. Amit has a website that covers daily news on this company at www.dailypalantir.com and has done his due diligence on this company by interviewing many other Palantir evangelists and investors who understand the technology behind it.
Here are a few investment questions covered in this episode:
-Is Palantir recession proof?
-What are Palantir’s product and services referring to Foundry, Gotham, and Apollo?
-How do we view Palantir’s management team?
-The opportunities and risks with investing in a company like Palantir and its competitors
Follow Amit on Twitter @amitisinvesting
Follow us on Twitter @memarketgoliath
Our latest podcast episode now on Spotify, Apple Podcasts, or Google Podcasts.
Not your financial advisor and please invest at your own risk.
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
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
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!
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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.
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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/
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/
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: memarketgoliath
Brian Feroldi :
Instagram: @long.term.mindset
Twitter: @BrianFeroldi
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.
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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Twitter: @memarketgoliath
We are so lucky to record an episode with Stephanie Leung who is the Head and Group Deputy CIO of StashAway Hong Kong as this episode is about understanding the power of compounding and asset-allocation.
From macro-economic research, ETFs (Exchange-traded funds), to StashAway’s portfolio re-optimisation process, we covered all the important investing and macro-economic knowledge in this episode. If you want to understand what it means to compound your investment returns and learn about the advantages and disadvantages of being a long-term investor, this is it!
Guest Bio: Stephanie Leung is the Director and Head of StashAway HK and Group Deputy CIO.
Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region.
Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.
You don’t want to miss out on this episode. Listen to our latest podcast release now (link in bio)!
*We are not your financial advisor and this podcast episode is for entertainment purposes only.
Disclaimer: This episode is not sponsored.
Follow us on Social Media:
Instagram: @mmarketgoliath
Twitter: @memarketgoliath
Follow StashAway:
Instagram: @stashaway_HK
LinkedIn: StashAway
Facebook: @StashAwayHK
We invited Tom Botica @investingwithtom, who is a finance Youtuber with over 30,000+ subscribers and Podcast Host of The Investing with Tom Podcast to talk about his investment framework as well as the investing landscape in New Zealand. Born in New Zealand and currently in his mid-twenties, Tom is an everyday investor trying to build wealth through value investing.
We discussed the investment frameworks of Warren Buffett and Mohnish Pabrai and the investment criteria which makes their framework successful. This special episode uncovers one of Warren Buffett's investment mistakes. We also shared our opinion on the top five most popular retail investor mistakes! You don’t want to miss out on this episode.
Follow us on Social Media:
Instagram: @mmarketgoliath
Twitter: @memarketgoliath
Tom's Instagram: @investingwithtom
Youtube: https://www.youtube.com/c/InvestingwithTom
Twitter: @TomInvesting
The wait is over. Our latest episode release is all about investing in people. The host of Awkward Turtle At Work, Emery Fung, joins our latest episode as he shares his experience interviewing entrepreneurs, business executives, and professional athletes including Hong Kong Fencing Olympian, Moonie Chu, on his podcast.
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Having been in recruitment for 5 years+ within the Professional Services Space, Emery has built a strong network and on the basis in finding the right people and starting the right conversations. He is very curious about what makes a strong culture in a firm by understanding their underlying values and beliefs.
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Emery has a strong passion in building a community, his joy so far has been in working with people. He was born in Hong Kong and studied in the UK since the age of 9 and returned to Hong Kong to kickstart his professional career. Emery developed a strong sense of discipline and the importance of team work through sport from an early age. He enjoys sharing these passions with others and consequently, choosing to practice in a people business.
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Emery also launched his podcast ‘Awkward Turtle’. A comedy stand up-like podcast that tackles difficult conversations with a lighter spin. Season 2 has just started ‘Awkward Turtle At Work’ - an interview style podcast that talks to people who choose to pursue a passion career rather than a ‘conventional job’. The aim is to share these stories and along the way inspire people to have a better relationship with work and encourage dreamers to take that leap of faith. The ultimate goal is to overturn the notion of ‘Blue Monday’.
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Being a successful investor is not just about knowing how to invest your capital. Knowing how to invest in people is just as important. Listen to this episode release about investing in people and work culture on Spotify, Apple Podcasts, and Google Podcasts.
Follow us on Instagram @mmarketgoliath
Emery Fung @efung94
Our latest episode has just been released on Me & The Market Goliath Podcast!
We’re so lucky to have Joshua Tai @joshua_tai_0427 to join our latest episode release.
Joshua humbly claims he is only a student of the stock market but in this episode he provides great insights to the retail e-commerce landscape in China and how he sees value in great companies.
He aims to find the next best companies and the 10x multi-baggers in the world. He loves companies that will create a massive amount of value in the long run by finding the 'true essence' of a company. You can follow his twitter page @joshuatai0427 where he regularly posts his research in his investment newsletter titled, “Multibaggers”. As of today, over 3000 followers follow him on Twitter.
In this latest episode, Joshua shares his investment research, and explains why he is bullish on one of China’s fastest growing retail e-commerce company in China ~ JD.com. Last but not least, he shares his investment learning and mistakes in stock market investing right at the end of this episode.
We sat a down with a young retail investor from Singapore, Nigel (Instagram: @investwithnigel) , to talk about his passion for studying publicly listed companies and what got him into investing at an early age at 19 years old. As a digital content creator covering the financial markets and an up-and-coming Youtuber, he enjoys spending his time studying businesses and is definitely not your ordinary retail investor.
Nigel is a growth focused investor from Singapore. Having found his passion for studying businesses and investing, he now shares his experience on YouTube and Instagram to help others in their investing journey. He is also university student at the National University of Singapore with a fully-paid scholarship.
So is investing about starting early? We ask Nigel in this episode plus other interesting investment questions!
Follow our instagram page @mmarketgoliath
Did we see a stock market "frenzy" on Special Purpose Acquisition Companies (SPACs) earlier this year? Some would argue that we witnessed a SPAC bubble in January this year. What is going to happen to the SPAC market now?
Tune in to our latest episode as we invited Julian Klymochko @julianklymochko, an institutional SPAC expert, to come talk to us about SPACs and merger arbitrage strategies.
Did you know Warren Buffett has previously used arbitrages as a diversified investment strategy during his early days of investing? We bet you didn't know that! Bio: Julian is the CEO and Chief Investment Officer of Accelerate. His investment firm, Accelerate, has launched the only SPAC ETF Fund listed on the Toronto Stock Exchange, known as Accelerate Arbitrage Fund (TSX:ARB).
Julian has been featured in Bloomberg, CNBC, Business Insider and The Globe and Mail. He is also the author of his book Reminiscences of a Hedge Fund Operator and host of the Absolute Return Podcast. In this new episode, we dive right into SPACs and the mechanics of his SPAC-focused arbitrage fund. We break down the opportunities and risks with these investment plays, not to mention, the current outlook and the recent SPAC “frenzy” earlier this year. Julian also shares his rationale on some of his investment “rules”. You don’t want to miss out on this financial knowledge. Listen to our latest podcast release now (link in bio).
Follow us on Instagram @mmarketgoliath
Another massive episode was released on Me & The Market Goliath Podcast.
We’re very lucky to have Tom Nash to share his views and experience covering the financial markets. There were so many interesting topics discussed in this episode as we navigate through the recent stock market volatility to value investing (What is the discounted cash flow model?). Last but not least, we talked about investing due diligence: How do we validate the accuracy of financial news and avoid following mainstream media or influencers on biased company analysis?
His career story is nothing short of compelling.
Tom has an MBA in finance and marketing, graduated from University of Michigan, worked in corporate finance in New York City as a senior financial analyst, and spent some time in the consulting industry. He made a giant leap to quit his full-time job to become a Youtuber and now has over 198,000 subscribers on Youtube, covering the latest financial news and news on public listed companies.
Click on the bio link to listen to this episode.
Subscribe to Tom Nash: youtube.com/tomnashtv
Follow us @mmarketgoliath
This episode is not sponsored and we are not your financial advisor. Please make sure you do your own due diligence.
What is a growth stock? Do you have what it takes to become a growth investor?
We are fortunate to have Jonathan Ang join us all the way from Singapore to talk about growth investing in our latest episode. Jonathan is a fund advisor, YouTuber (Invest with Jang), and full-time investor. Despite having a scholarship, he dropped out of university at age 26 to devote his time to investing after realizing his passion for it.
In this episode, we talk about when should we consider selling a stock, the risks with portfolio diversification, and what makes a growth company attractive to Jonathan.
Follow our instagram page @mmarketgoliath to find out more!
Can retail investors beat the financial markets or understand it better than professionals do?
We are so thrilled to have Simba Sabau, who previously worked at Sonos and Tesla talk to us about his experience as a retail investor. As a humble investor who moved from Zimbabwe to the States and now currently works in the medical device industry, Simba shares his approach, research, and mistakes during his 10+ years of active investing.
In this episode, we touched on his experience at Tesla and how his experience provided him a different angle on tech (growth) companies. But that’s not all, we discussed how Reddit is becoming a relevant platform to all the retail investors out there. Can you resonate with this retail investor?
Follow us on Instagram @mmarketgoliath
We are privileged to have Raphael Tecucianu who is knowledgeable in the business art industry, educate us on the value side of art investing or what he calls this as “placements”. Raphael graduated with an undergraduate degree in Business and Entrepreneurship as well as Art History. He has a Master’s degree in Art Business as well as a postgraduate degree in Art Expertise and Art Law. He is the Founder of Eros & Agape, a modern and contemporary art dealership based in London. As the Founder of Eros & Agape, Raphael touches on the returns from art investing and the associated costs that come with it, as well as the differences between art investing and other investment opportunities. We also discuss the recent craze with NFTs and how this shift from physical to digital art is transforming the art business industry. Follow us on Instagram @mmarketgoliath
How much do you know about investing biases? How do our personality traits affect the way we invest or create biases? How do we mitigate the risks of these biases?
We welcome Mr. Michael M. Pompian (CFA, CFP, CAIA) who has written several behavioral finance books to talk to us about investment biases in our latest episode release.
Michael is the Founder and Chief Investment Officer at Sunpointe Investments. He has been advising clients for over 25 years. Before launching Sunpointe, he was a Partner and National Segment Leader for the private wealth business at Mercer Investment Consulting, responsible for overseeing US$8 billion dollars. Michael fine-tuned his advisory skills as a Wealth Management Advisor with Merrill Lynch, a private banker with PNC Private Bank, and an investment analyst at a single-family office.
We also broke down Michael’s Morningstar article and study titled: What investor biases that the conscientious are most prone to.
We welcome Ray Corcoran, who is a business owner and marketing consultant from Sydney, Australia, to talk about obtaining personal finance. He is also a Youtuber who is passionate about teaching personal finance.
Ray started in corporate marketing and went on to build a marketing agency business, then took the profits from the business and invested that into multiple real estate properties, index funds, and bonds. He became a millionaire at the age of 31.
In this episode, Ray shares his experience on how to accumulate wealth through saving money and investing his capital through robo-advisor services. He also explains to us why personal finance is so important and how adopting good habits associated with personal finance can make a difference to your investing.
Just like with every guest speaker we invite to our podcast, we ask them what their biggest investment mistake is and Ray certainly did not disappoint us with his answers.
Listen to this special edition on personal finance and learn how it affects the way you invest.
We just released arguably one of the most anticipated episodes in the history of Me & The Market Goliath Podcast. We welcome Robert Leonard, who is the VP of Growth & Innovation at The Investor's Podcast Network to talk about his investment philosophy in the stock markets. If you haven’t heard of him before, he’s the Podcast Host of 'Real Estate Investing' and 'Millennial Investing’.
Robert is an Accounting and Finance professional, as well as a stock and real estate investor. He earned an MBA in Accounting and Finance, a BSBA in Finance and Economics, and is a Certified Management Accountant (CMA).
In this episode, Robert reveals his humble investing background and investing experience by sharing his biggest investment mistake and how his approach in stock investing has evolved over the years. We also had the luxury to have Robert touch on real estate investing during economic uncertainty and whether it would be a wise investment decision for millennial investors with limited capital.
Want to understand what financial literacy means to a millennial investor?
Look no further. Listen to this informative episode now.
We’re kicking off the new year with a bang! We’re very fortunate to have Daniel Shvartsman record an episode with us which all investing fanatic should listen to this latest release.
Daniel is an investor and the founder of Shortman Studios ~ A podcast production and editing company. He also co-hosts the Razor's Edge, an established investing podcast (with over 85k downloads) that combines a prop trader’s viewpoint and in depth fundamental research to provide a different take on the markets.
He previously worked at Seeking Alpha for nearly 8 years, as the director of the Marketplace subscription platform and previously as creator of the site's podcast program and managing editor of Seeking Alpha PRO. Daniel was born in Massachusetts to Russian Jewish immigrants to the US, and has lived in Israel, Luxembourg, Bulgaria, and now Spain, with his wife and two cats.
In this episode, Daniel shares his investment mistakes and how his learnings have helped him become a seasoned investor today. We also share our views on the SaaS cloud sector and discuss one of the company stocks we own in this space. Don’t miss out.
Before we wrap up the year of 2020, we managed to invite a “Big Cap” institutional investor on the show - Michael To.
Bio: Michael started his career in investment banking in London at a bulge bracket firm where he was stationed to work on M&As and IPO projects within the technology, media, and telecom (TMT) sector. He now works for a large-cap US private equity firm in the UK after several years in investment banking.
In this episode, he explains how “Goliath” investors acquire large cap private equity firms and what makes these firms a good acquisition target. We are fortunate to have him share what makes a company attractive to investors in the stock market and share some of his investing mistakes retail investors should learn from.
Don’t miss out on this episode as it will provide you some insight into what the financial markets may look like in 2021 and help you become a smarter investor.
As they say, third time's a charm. We welcome ANOTHER certified accountant, Ernest Wang, to carry on our conversation with appraising company stocks from an accounting perspective. He has been investing in the financial markets since the age of 16. Woah!
Ernest kicked off his career with one of the Big 4 accounting firms, Deloitte, and spent some time in the financial reporting field. He is now working for a publicly traded company on the NASDAQ.
In this episode, Ernest shares his investing mistakes and provides his opinion to one of our investment questions which we are all curious to know: Should we be timing the markets when the stakes are high?
You definitely don’t want to miss out on this episode if you’re interested in stock market investing and understanding the importance of investing at an early age.
Are you fearful of investing your capital in the stock market? Rest assured, you’re not alone.
Listen to our latest podcast episode as we invite another certified public accountant, Derek Zhu, who is currently based in California, to talk about overcoming the fears in the stock market based on looking into the financial statements of a company. Derek holds a CPA license which he obtained in 2018 and he now works at a publicly traded company as a financial analyst. His investment portfolio focuses on tech growth companies, looking into US and Chinese equities.
Don’t miss out on this episode if you’re interested to listen to another informative discussion on valuing companies in the stock market.
We had the luxury to have a certified public accountant, Mr. Jonathan Kong, join us on our first-ever investment podcast!
Jonathan currently works in the private equity investment sector with an emphasis in venture capital to growth-mature stage investments across Asia, Europe, and North America. Jonathan has previously worked in Big 4 accounting firms where he was assigned to the audit and investment advisory departments and during his tenure, he obtained his first professional qualification in 2018 - Certified Public Accountant (CPA ). With his financial accounting background, Jonathan provides a fundamental angle on how to value investment opportunities.
You don’t want to miss out on how he studies prospective businesses and his view on the current state of our financial markets.