Finance Musings with Saajan Doshi: Recent Episodes

Saajan Doshi

Welcome to Finance Musings where I cover money, markets, and all things in between! Join me each week as I break down a new stock that I am bullish on and give a thematic overview of why the company will be going to the moon! Sign up (FOR FREE) -> HowToGetIntoInvestmentBanking.com

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Financial Musings Episode 12: Dunkin 101

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Financial Musings Episode 11: Block Buster 101

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Here are a few different ways to catch the episode:

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Financial Musings Episode 10: Twitter 101

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Here are a few different ways to catch the episode:

Spotify Finance Musings: https://open.spotify.com/show/6Jp8PiWZcqOapRZIpa4h7i?si=d189e907ba774783&nd=1

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Financial Musings Episode 9: Is NFLX on shaky ground OR Did Investors Overreact by

leaving NFLX too soon

Was the story that NFLX painted to investors in Q4’21 THAT much different than what they were told in Q1’22? I think investors grossly overreacted during the broad sell-off that occurred

in early ’22. I did record this video in April ’22, and there is a bit of validation in the thesis.

However, I agree that the NFLX is/was overvalued by traditional valuation metrics. But again,

you are worth what the market thinks you are worth – and Mr. Market decided

that NFLX was overvalued then.

Luckily, NFLX has rebounded nicely, but they are still facing stiff competition AND challenging times ahead.

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Financial Musings Episode 8: Did This Generations Greatest Investor Exit NFLX too Soon?

What changed in 3 Months

A review of Bill Ackman’s foray into Netflix in early 2022, along with his quick exit only a few months later. Was it the wrong decision to leave when he did? What did Bill get right and

wrong about the investment?

Let’s take a look at Netflix’s business and think about what you should do when it comes to

investing in Netflix (or not).

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Finance Musings Episode 7: Michael Lippert Q4'21 Investor Letter (Barron Opportunity Fund) review.

.

One of the best investor letters I have read in a while. This Investor Letter is from Q4'21. If you want to become a better investor and how you approach the market - you need to read this video & read the letter.

4 Big Things that I will break down further in

the video:

  1. Reacting to shifts in interest rates and

inflation readings/expectations

  1. The impact of the Fed's actions on the market:

bond purchases/tightening

  1. Rotations in the market sentiment, e.g.,

sell-off in growth stocks due to a yearning for stability

  1. External Factors that may prove to be noise in

the end: political climate in DC + geopolitical fears re China + Russian

invasion of Ukraine

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Check out this week's episode of Finance Musings!

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Please leave all questions down below in the comment or email me directly at info@saajandoshi.com or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you'd like to see. Thank you all!

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A quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin". . Quick Excerpt by Jeremy: “All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, there are few examples. Yet they have all shown certain characteristics before they broke” 1. A speculative investor frenzy that generated stories for distant decades, which we have had for well over a year; 2. A penultimate blow-off phase where stock gains accelerate, as we had in 2020; 3. And the ultimate narrowing phase – unique to these few superbubbles – where a decreasing number of very large blue chips go up as riskier and more speculative stocks underperform or even decline, as they did in 1929 and 2000 and as they have done since February 2021. If a, b, and c are accounted for, light the blue touchpaper8 and retire to a safe distance, praying for a paradigm shift.” . Link to his full article: https://www.gmo.com/americas/research-library/let-the-wild-rumpus-begin/

Please leave all questions down below in the comment or email me directly at info@saajandoshi.com or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you’d like to see. Thank you all!

Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: https://www.linkedin.com/in/saajandoshi/

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A quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin". . Quick Excerpt by Jeremy: “All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, there are few examples. Yet they have all shown certain characteristics before they broke” 1. A speculative investor frenzy that generated stories for distant decades, which we have had for well over a year; 2. A penultimate blow-off phase where stock gains accelerate, as we had in 2020; 3. And the ultimate narrowing phase – unique to these few superbubbles – where a decreasing number of very large blue chips go up as riskier and more speculative stocks underperform or even decline, as they did in 1929 and 2000 and as they have done since February 2021. If a, b, and c are accounted for, light the blue touchpaper8 and retire to a safe distance, praying for a paradigm shift.” . Link to his full article: https://www.gmo.com/americas/research-library/let-the-wild-rumpus-begin/ Please leave all questions down below in the comment or email me directly at info@saajandoshi.com or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you’d like to see. Thank you all!

Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: https://www.linkedin.com/in/saajandoshi/

My World Wide Web: Where I Invest My Money: https://public.com/SaajanDoshi Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r

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Part Two of a breakdown of Howard Mark's memo from July 2021 "Thinking About Macro"

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Episode 3: Howard Marks "Thinking About Macro" . Howard Marks is one of my favorite investors and this is another brilliant memo written by him that addresses market forecasting and how we think about the macro environment. . LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: https://www.linkedin.com/in/saajandoshi/ My World Wide Web: Where I Invest My Money: https://public.com/SaajanDoshi Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r

Also, this is not financial advice, just sharing my opinions and thoughts.

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Episode 2: Berry Plastics (Part Two) . A very exciting company that I have been doing a lot of homework on. I do not own any shares in the Company at this time, if that changes I will update this description. LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com

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Also, this is not financial advice, just sharing my opinions and thoughts.

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Finance Musings Ep. 1: Berry Plastics (Part One)

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Come and join me as I do a deep dive & thematic analysis into a new stock each week!