Dissecting the Markets

In this episode, we'll be reviewing the big bets that Chamath, a legendary investor, has made in the public markets and a look at his new big bet, OpenDoor. 

The big bets we'll be reviewing are:

In the meantime, you can check out our latest blog posts on our new website: https://dissectingthemarkets.wordpress.com/blog/

*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor a registered financial expert. Please see a financial advisor before making investment decisions.

Airbnb is looking to go public amidst a pandemic/recession. While many other companies that went public during this time did well, many think that Airbnb will do well. Because it's in the hotel industry, an industry that has been disproportionately affected by the pandemic, the odds look to be against them when they go public. If you want to read the blogpost on the Airbnb IPO, click here.

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*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

With 2020 being over 2/3 done, let's look into trends from 2020 that will be shaping how 2021 will look. If you want to read the infographic of the trends, click here. 

Meanwhile, check out our

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*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

Before the pandemic, Peloton investors were losing faith in the company as their losses were in the spotlight and Big Food has been struggling with changing consumer taste. When the pandemic happened, investors focused on Peloton's skyrocketing sales and Big Food was able to show huge sales growth to investors.

Meanwhile, check out our

And subscribe to our Newsletter!

*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

With the Nasdaq near all-time highs, the valuations of many tech companies are really high. Even with high unemployment and low economic activity, many tech companies that don't display profits are being valued a lot more than most established companies with solid profits and better balance sheets. 

In this episode, you'll learn why investors value unprofitable tech startups a lot more than established tech businesses. The excerpts will come from the book Zero to One by Peter Thiel. 

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*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

For years, Coty, the multinational beauty company, has experienced years of declining sales as fewer consumers buy CoverGirl makeup and Burberry perfume and opt for smaller and more intimate brands. Some of those brands are marketed as better for the environment for the products they use and the less harm they put on animals during testing. Other brands are run by famous beauty and makeup influencers. 

To combat declining sales, Coty's management has decided to acquire various performing brands in its industry to turnaround its declining business. Listen to learn more about Coty's new turnaround strategy.

If you want to read our analysis on Coty, click here

Meanwhile, check out our

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*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

Casper, the bed-in-the-box pioneer, has been seen as a sexy startup during its private days as they had wide-spread advertising, celebrities as their investors, and tons of media coverage. All those factors led to the company exhibiting aggressive growth for its investors. After filing their S-1, their public image drastically changed and many investors worry that they'll collapse. In this episode, we'll learn both the bull and bear thesis to this company.

If you want to read our analysis on Casper, click here

Meanwhile, check out our

And subscribe to our Newsletter! 

*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

This episode is dedicated to giving you guys an opportunity to learn about Dissecting the Markets. We feel that if you understand what Dissecting the Markets is about, then you would understand the brand and why we continue to work hard in finding and providing you guys with contrarian stock picks. 

And if you want to read more about this episode, read our blogpost!

*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.

We have an update to share with you!

Over the past few weeks, the team has been working hard in developing content on other platforms and after putting a lot of content there, we feel that now is the right time to share these developments with you.

Here are the links to our new places of content:

Pinterest Board

Newsletter

Twitter

And if you want to read more about the developments, read our blogpost!

Look forward to seeing your engagement on our new platforms!

Lululemon has officially entered its first M&A deal! Recently, Lululemon is said to acquiring Mirror, the fitness startup that is capitalizing on the home workout trend. No longer are the days where Lululemon only sells yoga apparel and other fitness-related products as they will now have their first subscription offering in its belt. By having exposure to the subscription business, Lululemon can start experiencing recurring revenue. 

Listen and learn more about why we're really bullish on Lululemon since the acquisition.

*This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions.