Investment Thesis - Fear vs Reality, Individual stocks etc: Recent Episodes

Alex Yam

Daily discussions on what is going on in the market today, and what is a reality and what is FEAR. How it impacts you, your family, as well as stock of the day pick and why. Macro events that shape your portfolio.

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MSFT MSFT MSFT

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SNAP SNAP SNAP

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Overview 

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Overview of what has changed the last two weeks 

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Some macro thoughts on how COVID 19 may change the landscape for these companies.

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Some thoughts on Disney and the COVID at home stocks 

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Take a listen, this is just a pilot, give me suggestions etc