The Surrounding Game Investing Podcast: Recent Episodes
tsgpodcast2022
An investing podcast from the perspective of a Value investor and a Bitcoin enthusiast who utilizes the theory of the ancient board game of Go/Baduk/Weiqi to seek a better understanding of companies, industries, and sectors through thoughtful disagreements.
Here are our thoughts on the geopolitical atmosphere that is currently brewing on the eastern side of the globe. We theorize the worst-case scenario and how this will affect future investments. What is the worst-case scenario and how can we use this to make better decisions on foreign investments?
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
china #taiwan #geopolitical strategies #habits #hydroponics #farming #newfarming #newtechnology #cheating #cheaters #chess #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
This is the first of many in-person podcast discussions that Sean and I are testing out. This talk is about the connection between China and Taiwan. Here are our thoughts on the matter. Enjoy!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
china #taiwan #geopolitical strategies #habits #hydroponics #farming #newfarming #newtechnology #cheating #cheaters #chess #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
With the Chinese Communist Party Congress just happening this past week, many things were highlighted in President Xi's speech. Here is our breakdown, derived from Bloomberg, of his speech and what it means to the road ahead for China and investors.
Bloomberg Article: https://www.bloomberg.com/news/articles/2022-10-16/key-takeaways-from-xi-jinping-s-speech-at-china-s-20th-party-congress-2022?leadSource=uverify%20wall
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
china #taiwan #geopolitical strategies #habits #hydroponics #farming #newfarming #newtechnology #cheating #cheaters #chess #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
Taiwan, is the center of attention in today's growing geopolitical conflicts. However, is Taiwan really the center of all strategic plans for China? Is China playing a more surrounding type game while keeping the card of Taiwan on the table?
With a lot of Chinese philosophy being crafted into the game of Go, it isn't too farfetched to believe that they have other plans in store outside the takeover of Taiwan. What do they have in their cards? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
china #taiwan #geopolitical strategies #habits #hydroponics #farming #newfarming #newtechnology #cheating #cheaters #chess #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
We are going to step away a bit from investing topics and discuss more social interactions. As investing does cover both financial and business knowledge, it is always a good idea to remember that social and emotional interactions play a huge role when determining good investment choices. In today's episode, we go over the idea of credibility and honest training. Does cheating once condemn you from attending future competitions, or is there a path to rewrite wrong actions? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #hydroponics #farming #newfarming #newtechnology #cheating #cheaters #chess #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
Hydroponics is making waves in the agricultural industries. With the need for better agricultural techniques, hydroponics has been at the forefront of efficiency in water and nutrient usage. With the ability to filter excessive run-offs and recycle them to multiple hydroponics system, how does that fare with crop yield and taste?
Find out the opinions of Tin and Sean on their experience with hydroponic crops!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #hydroponics #farming #newfarming #newtechnology #waveofthefuture #milennialworking #Workingfromhome #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
In this episode, we discuss what is going on with the semiconductor industry. How this relates to Cryptocurrency's new wave of mining. Is this the end of Intel, Nvidia, AMD?
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #milennialworking #Workingfromhome #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
In this episode, we discuss the effects working from home has had on the economy. What would be the shift in paradigm for this new way of working? Is it still as effective as it was during beginning of COVID, or has it lost its flare? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #milennialworking #Workingfromhome #Homelife #working #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
In this episode, we discuss the issue with investing on the bandwagon. Is investing in the driver better than the vehicle? Find out what we think on today's episode!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #bandwagon #bedbathbeyond #gamestop #ryancohen #internetprivacy #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast #cryptotalk
In this episode, we discuss the geopolitics of China and its effects on Chinese businesses. Is it still a good time to invest in china? Are there massive opportunities in the fear of investors? Find out more on today's episode!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
My morning thoughts on a theory I have been implementing with value investing.
The idea of looking at smaller ponds for bigger opportunities. Less news coverage is better in this approach.
Will this idea be bountiful by the end of the year? Only time will tell.
In this episode, Sean and Tin discuss the effects of Social Media and Advertising in today's generation. What are the benefits or disadvantages of marketing? Is it needed, or can we do without it? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
In this episode, we begin to explore the geopolitical tensions between Taiwan and China. What moves were made this week and how does this bode for investors? Is this a global move that we see often in the game Baduk or Weiqi? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
In this episode, Sean and Tin talk about the evolution of web formats that pertains to today's online business models. Will Web5 be a thing of the future or are we staying on Web3? How does that fare with the push towards privacy? Find out more on today's episode.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #Web3 #Web5 #websites #internetdata #internetprivacy #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast #cryptotalk
In this episode, Tin and Sean discuss the prospect of Zevia as an investment and the psychology of marketing and product design. Zevia being the new soda on the block for healthy alternatives has been emerging as a new brand of soda sweetened with stevia. How does this play in the future prospects of societal health trends? Is this a good investment? Find out more in today's episode.
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #zevia #soda #cocacola #pepsi #compoundeffect #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast #cryptotalk
In this episode, Sean and Tin discuss the mental shift to wealth and happiness. Building your journey begins with the first step. As habits begin to develop, opportunities open. Taxation on self, comparison to yesterday and understanding the relationship between wealth and happiness are the topics of today's episode.
What do they all have in relation to each other? Find out more on today's episode
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
habits #compoundeffect #snowballeffect #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #habitbuilding #journey #wealthbuilding #happiness #speculator #coffeetalk #stocks #valueinvestingstocks #podcast #cryptotalk
In this episode, we compare the effects of the Japanese economy to the US economy today. Taking into account our expertise in gaming, technology, crypto and value investing, we begin extrapolating ideas of the ongoing market trend our economy to that of Japan.
Building into a cultural/paradigm shift, the gaming sector has also exploded in the last several years. What are our thoughts? Find out more in today's episode!
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Last Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
TAGS
Japan #Markettrend #gaming #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #gaminginvestor #metaverse #streaming #livestreaming #speculator #coffeetalk #stocks #valueinvestingstocks #podcast #cryptotalk
In this episode, I do a huge speculative breakdown of what is currently affecting the microchip industry. The demand has gone considerably down for these semiconductors and it could be due to the crashing of the crypto bubble. With that, I discuss my thoughts (with biased and speculative opinion) on whether or not pricing for these companies is at an attractive price for a value investor like myself.
Podcast: https://tsgpodcast2022.podbean.com/
Youtube: https://www.youtube.com/watch?v=Sfx-c3xtM-4&ab_channel=TheStudentInvestor
Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
TAGS
INTC #AMD #NVDA #Valueinvestor #valueinvesting #warrenbuffet #warrenbuffet #investor #investing #beginnerinvestor #investingforbeginner #speculating #morningthoughts #morningthoughtsepisode #speculator #coffeetalk #stocks #valueinvestingstocks #podcast
In this episode, Tin and Sean try to simplify how an economy works. As there are many complex and complicated ideas that go into building an economy, the basic questions are What is the purpose of currency? What is a business? How do both of these concepts play a role in the economy and the community?
Find out more on today's podcast episode.
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, Sean has Tin break down his analysis on Target using the value investing approach. What factors lead to a great company? What about the industry in general?
Find out more on today's podcast episode.
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, Sean and Tin discuss bitcoin at the most basic level. Going through each level of bitcoin trading and bringing up different visuals related to the idea of trade, Tin's curiosity about bitcoin gets him closer to how Sean sees the potential of cryptocurrency as an investment.
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this first Our Thoughts episode, Tin and Sean discuss and hypothesize the concept of precious metals and Asteroid Mining. What would happen if asteroid mining were successful and we were able to bring back precious metals to earth? How would this affect the economic ecosystem? Find out more on today's episode.
Podcast: https://tsgpodcast2022.podbean.com
Youtube: https://www.youtube.com/watch?v=0GkJ60nROmw&feature=youtu.be
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies, commodities, and metals are run, managed, or mined. We are also not affiliated with any of the websites/stocks mentioned in this recording nor do we receive any compensation or sponsorship from them. Please do your own research before investing.
In this episode, I talk about what I generally do to narrow down my research on stocks. With the yahoo finance screener being glitchy this morning, I decided to try out this new screener called FinVis and it's been doing great. Rule of thumb for any investments is to stay within your circle of competence as Warren Buffett and Charlie Munger have stated multiple times in their annual meeting. Begin with what you know, have experience in, are interested in learning about, and/or are competent in the overall understanding of the industry to begin your research. The stock screeners are a great tool to help reduce the excess information that we are bombarded everyday with and keeps them focused and to your personal taste. Highly Recommend.
This video is meant for the very beginners in investing. If you know more about investments, please share your experience down below for everyone.
Podcast: https://tsgpodcast2022.podbean.com
Youtube: https://www.youtube.com/watch?v=0GkJ60nROmw&feature=youtu.be
Stock Screener: https://finviz.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. I am also not affiliated with any of the websites mentioned in this recording nor do I receive any compensation or sponsorship from them. Please do your own research before investing.
In this episode, Sean and Tin review a book about the Trillion Dollar Coach Bill Campbell. With Bill, his emotional intelligence has had waves of impact that left a lasting impression on his students. Many of his students were some of the biggest Silicon Valley leaders, Tim Cook, Steve Jobs, Susan Wojicki, and Sundar Pichai to name a few,
They then delve further into the concept of leadership by analyzing the company Nikola (NKLA) and the impact leadership has on the company's culture. Is the leadership factor a big teller for investors?
Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg, and Alan Eagle
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this Episode, Tin shares his morning thoughts on a Fidelity Survey on Finances of Young Adults. He believes a lot of this has to do with the emotional connection people make towards money as well as the stress level that comes with it. Psychology might have a big role in the handling of one's own finance and being self-aware of it might be key to breaking out of it.
Many Younger Adults Would Rather Hang Out With an Ex Than Make a Budget: Fidelity - Barron's - Kenneth Corbin
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com
In this episode, Sean and Tin review a book by Luke Burgis. Wanting goes into the concepts of miming others and human psychology where one's own thoughts are truly never their own. How does this play in the modern markets? Can we discover ourselves in the process?
Wanting - Luke Burgis
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, Tin shares his thoughts on the effects of the economy on the crypto market and Bitcoin. As recession looms on everyone's mind, one would think that the crypto market will be stable. However, we do not see this. Why is the stock and crypto market declining together?
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com
The bond yield is currently rising which is causing the stock market to slip a bit. As bonds are now becoming more of an attractive investment, some investors may be deciding to move some funds from the stock market to the bond market.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com
Youtube: https://www.youtube.com/watch?v=sc6Y7JPzz14
Bond Interest Rates CNBC - https://www.cnbc.com/bonds/
In this episode, Sean and Tin bounce ideas back and forth to understand the concept of Central Bank Digital Currencies (CBDC) and how that may play a role in the modern economy. Why did China ban Bitcoin? Is there a use for digital coin base currency in the future?
Podcast: https://tsgpodcast2022.podbean.com/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, I talk about my opinion on SPACs and why I didn't invest in them when they became popular several years ago. How does this affect the market today and why is the bubble popping? Going a bit into my understanding on fear of losing money and how that plays a role in human psychology.
SPACs Investopedia definition - A special purpose acquisition company (SPAC) is a company that has no commercial operations and is formed strictly to raise capital through an initial public offering (IPO) or the purpose of acquiring or merging with an existing company.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com
Youtube: https://www.youtube.com/watch?v=CO1xJllFpvo
Warren Buffett's Spac - https://www.youtube.com/watch?v=OkZgnO9ln3I
In this video, I reflect on Carl Ichan's decision on firing 12 floors of people. The moral of the story: If it's too complicated, fire them.
Building from my own experience in teaching and investing, I find that approaching the perspective of keeping things simple will help CEOs communicate better with the average investors. I value this very heavily before deciding whether or not I should invest time into researching the company even more. This is Charlie Munger's approach to Occam's Razor philosophy.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com/
Carl Ichan Clip: https://www.youtube.com/watch?v=WSatPoD2W-o
Youtube: https://www.youtube.com/watch?v=wgCcmy97Nco
In this episode, Tin and Sean go over more about biases found in the markets. Last episode, they talked about Charlie Munger's observation of human misjudgments in the marketplace. Applying what Charlie Munger has observed, Tin and Sean will go over how this applies in the bitcoin realm.
What trends do you see in the markets today? Can this be lessened? Can we use it to find investments at a discount?
Podcast: https://tsgpodcast2022.podbean.com/
Charlie Munger - 24 bias - Youtube: https://www.youtube.com/watch?v=qQphV2qubF4&t=173s
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this Morning Thoughts episode, I reflect on our last TMT episode and how leadership plays a role in a company. Building upon my personal experience in work, as well as my conversations with many entrepreneurs and board members, everyone seems to agree that leadership and culture are vital to the success of an organization. This is one of the first checkmarks that I look for when deciding whether or not I would like to invest more time into researching a company.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com/
Youtube: https://www.youtube.com/watch?v=MirjgWUY-A0
In this episode, Tin and Sean go over more about biases found in the markets. How does this relate to Value investing and Crypto Markets? As a guide, they use Charlie Munger's keen observation of human bias tendencies and discuss how this is being applied to the markets today.
What trends do you see in the markets today? Can this be lessened? Can we use it to find investments at a discount?
Podcast: https://tsgpodcast2022.podbean.com/
Charlie Munger - 24 bias - Youtube: https://www.youtube.com/watch?v=qQphV2qubF4&t=173s
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this Morning Thoughts episode, I go over what Tim Cook has said during his graduation speech at Gallaudet University: Whatever you do, lead with your values. I believe that this is a very powerful statement and is really the core reason why Apple is so successful today. This connects back with what Warren Buffett has said about leading with integrity being the most important part of having a good leader in management.
What are your thoughts?
The Unconventional 7-Word Principle Tim Cook Says Every Emotionally Intelligent Leader Should Follow - Jason Aten - Inc. Magazine
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Podcast: https://tsgpodcast2022.podbean.com/
Youtube: https://www.youtube.com/watch?v=MirjgWUY-A0
In this episode, I talk about my thoughts on Carbon retention in terms of agricultural practice. Will this help the industry? Does this help our fight against global warming?
Successful Farming Magazine: Capturing Carbon Credits From Grassland Measuring and Marketing systems are in place to meet growing demand for grassland carbon credits. - By Raylene Nickel
Cornell University Facts Sheet #91 - http://nmsp.cals.cornell.edu/publications/factsheets/factsheet91.pdf
Podcast: https://tsgpodcast2022.podbean.com/
Youtube: https://www.youtube.com/watch?v=lGDkOvCXXTs
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, Sean and Tin discuss the current events that have happened this week in the market. How is the long-term debt cycle hurting average consumers? What was the shift in behavioral spending? How this compared to pre-covid and more.
With the crypto marking taking a dive this week, how is that affecting modern-day portfolios for the average american?
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Storytelling and the process of creating a story is vital to my experience in investing.
There are many ways to approach story building, but I take it a step further going past the numbers that we generally see on a financial report. Applying my acting experience to investment, this has prove to be extremely handy when trying to understand the motive, circumstance, or decision-making of upper management.
It will be difficult to do at first. It will take a lot of practice and drawing from personal experience to refine.
Podcast website: https://tsgpodcast2022.podbean.com/
Youtube Website: https://www.youtube.com/watch?v=Z4VXPzbe78k
Peter Lynch Video: https://www.youtube.com/watch?v=72Pq5zKEi_g
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
How does one approach value investing? Is there a blueprint to begin? It seems overly complicated, is this really for me? What about Meme Stocks, are they a value stock right now?
In this episode, Sean asks Tin about his approach to value investing. Tin goes into the idea of meme stock and the human psychology that plays a role in investing.
This is Part 2!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
How does one approach value investing? Is there a blueprint to begin? It seems overly complicated, is this really for me?
This is Part 1!
In this episode, Sean asks Tin about his approach to value investing. Tin goes into the main 4 things to look for when value investing as described by Charlie Munger while sharing his experience with investments.
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
What is Warren Buffet's advice according to The Motley Fool? Is Chinese regulation looking positive? Lee Kuan Yew Autobiography, my thoughts? These are a couple of things that are interesting this morning. If you have read Lee Kuan Yew autobiography, list down below what are your thoughts about it.
Warren Buffett Says Investors Should Do This 1 Thing When Stock Values Are Down - Maurie Backman - Motley Fool
NYSE Sees More Chinese Companies Listing in the U.S. and Hurdles for Stocks Like Alibaba Cleared in Months - Jack Denton - Barron's
Podcast Website https://tsgpodcast2022.podbean.com/e/ep4-the-switch-to-bitcoin/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Did Terra cause stricter regulation for the European Central Bank? How does the bear react? My morning thoughts with the article found on Barron's weekend edition.
"With Cryptos 'Worth Nothing,' ECB's Lagarde Renews Calls for Regulation" - Lisa Beilfuss
Podcast Website https://tsgpodcast2022.podbean.com/e/ep4-the-switch-to-bitcoin/
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
Why switch to bitcoin? What are some advantages and disadvantages? What is money? In this episode, the value investor asks to know more from the bitcoin enthusiast!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
What’s currently going on in the crypto market? Is a recession imminent? Are the banks to blame? Find out with 5 minutes of Sean’s thoughts. Leave a comment below if you have other thesis about the market!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
In this episode, we delve into how we began our investing practice. Sean explains his reasoning and observation going through business school and the lessons he learned outside the academic realm. How business education is taught in school, index funds, stock pickings, efficient market theory to Warren Buffet's article and the entertainment industries, we start brainstorming these topics to build a better foundation on our individual philosophies.
The Super Investors of Graham-and-Doddsville - Columbia Business School -https://www8.gsb.columbia.edu/sites/valueinvesting/files/files/Buffett1984.pdf
Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own research before investing.
So here is the morning thought of the day on AMC. Is it time to buy or to sell? I will be introducing the article that got me to think of this and my opinion on the subject. The idea of spreading out and creating a stronghold in other areas is a good strategy especially if you find yourself getting bogged down. This is a rule in Go that I see AMC is currently utilizing.
Article: Largest U.S. Pension Bought AMC, AMD, and Block Stock. It Sold Netflix - Ed Lin, Barron's Newspaper May 15, 2022
Article: If You Own This Stock, It's Time to Sell - Motley Fool - May 15, 2022
Do you believe AMC is currently a good buy or sell?
Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. I have a beneficial long position in the shares of AMC through stock ownership. I am not receiving compensation for it. Please do your own research before investing.
Morning thoughts on a Barron's Article by Andrew Bary "This Energy Giant Looks Like a Bargain." Really good read on the idea of dividends and breaking up the company.
Using the strategies found in Go, I believe that Shell is trying to get a foothold in different facets of energy for a long-term play. I haven't looked into the company myself but these are the initial thoughts I had. Also, they are trading 6 times projected earnings. I made the mistake of saying they were trading 6 times earning according to the article.
Let me know your thoughts!
Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. I do not own or am affiliated with any of these companies mentioned. Please do your own research before investing.
We will be discussing what is currently going on in the market today with the increasing fluctuation of the stable coin markets. Sean brings in his understanding and experience to help teach myself and everyone who is trying to make sense of it all.
What are your current thoughts on the coin markets currently?
Tin's Morning Thoughts #1- First in the series of my morning thoughts while reading different headlines in the newspaper. A practice/habit that I have been doing for the last 3-4 years. As a person who studies value investing, there are things that I see that are interesting right now. Topics that I will be thinking about today:
- Tesla and Twitter in relation to Elon
- Crypto
- Market Sentiment
Disclaimer: This content is for entertainment and educational purposes only. These are strictly my opinion and do not reflect how the companies are run or managed. I do not own or am affiliated with any of these companies mentioned. Please do your own research before investing.
Our pilot episode where we begin to lay down the foundation of our philosophy. Delving into the world of tech and the metaverse!