Finding Alpha: Recent Episodes
FARMSA
Weekly podcasts to replace the weekly in-person market commentaries in light of Covid-19. In these podcasts, we will be pitching stocks to our listeners.
In this episode, we will introduce two companies that are quite involved in current technology transformations like metaverse and 5G: Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD). Although it might take years for them to take off, the transformations create a lot of investing opportunities. Please note that the stock pitch does not act as an investment recommendation.
In this podcast, we will compare the two stocks in the consumer staples sector – Unilever (NYSE: UL) and Estee Lauder (NYSE: EL), which can be good buys when the stock market is very volatile, and inflation and rising interest rates become huge concerns. Please note that the stock pitch does not act as an investment recommendation.
The recent global events such as the Covid-19 pandemic and climate change have made the automotive industry more relevant than ever. In this podcast, we will compare the two leading automotive brands in North America, Volkswagen (NYSE: VWAGY) and General Motors (NYSE: GM) in terms of consumer value, financial performance and future prospects.
The last few years have seen several streaming giants emerge in the entertainment sector. With different business models and visions, they are all unique in their own ways. In this episode we will be comparing Netflix (NASDAQ: NFLX)& Roku (NASDAQ: ROKU) to decide which one is more viable in the long run.
Owing to the increasing relevance and tremendous growth shown, this episode will be based on the Homebuilding Industry. We will be comparing KB (NYSE:KBH) Homes and D.R. Horton (NYSE:DHI).
In this episode, Abdullah Saif and Kelly Wan chatted with one of the founding members of UWFARMSA - Helen Lu, who is now the VP of Institutional Equity Sales at a BB Bank.
In this conversation, Helen talked about the difference between Institutional Equity Sales and Investment Banking, the impact of Covid-19 on the business, a typical day in Institutional Equity Sales, her transition from Investment Banking to Institutional Equity Sales and some advice to someone just beginning their career in the finance industry, and more!
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In this week’s episode, our market research analystHarry Yao will pitch Shopify (NYSE: SHOP), a Canadian e-commerce company. He will talk about:
- Business Model
- Recent Earnings and Share Price
- Company Outlook
- Risk associated with e-commerce industry and reputation
In this week’s episode, our market research analystJulia Boyd will pitch Alibaba (NYSE: BABA), a Chinese e-commerce giant. She will talk about:
- Recent financial status (2020 Q3 Earning Report, P/E)
- Expansion into cloud computing industry
- Why is BABA an undervalued stock?
In this week’s episode, our market research analyst Mustafa Naqvi will pitch Affirm (NASDAQ: AFRM), a fintech company. He will talk about:
- The “buy now, pay later” business model
- Current financial state
- The E-commerce industry outlook
- Affirm’s partnership and competitors
In this week's episode, our market research analyst Chiranjeev pitches the American Airline stock [NASDAQ: AAL] to sell. He will take a deep-dive into the;
- Company profile and business model
- Company's recent financial performance
- Covid-19's impact on the business and more
In this week's episode, our market research analyst Palvit Garg will pitch Farfertch (NYSE: FTCH) for long term investors. He will talk about:
- Company profile and business model of Farfetch
- Major catalysts that might make Farfetch a good long investment.
- Risks associated with Farfetch
- Quarterly Reports
In this week's episode, our market research analyst Iris Gao will pitch Nio (Nasdaq: NIO) for long term investors.
Learn how Nio’s business model, technology development and strategic partnership gives it a promising future that can potentially make Nio a strong competitor against Tesla.
In this week's episode, our market research analyst Michael pitches UPS (NYSE: UPS). He will talk about
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How the recent E-commerce boom has driven UPS' business.
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The pros and cons of the business model.
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An in depth discussion of the company's financials and how they compare with peers in the sector.
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Future outlook of the company.
In this week's episode, our market research analyst Hadi Rasoul will pitch Intel (Nasdaq: INTC) for long term investors. Learn how Intel's new management team lead to a strong long term outlook and what COVID-19 has brought to the company.