Do Your Research

👉 Book Your Portfolio Level-Up Session: https://blog.stockcard.io/coaching_portfolio.html

Let's say in 2024, you want to make your portfolio the best you have ever had and reduce stress and anxiety over your investments.

How do you go about it?

Common portfolio management advice includes diversification, rebalancing, and things of that sort. You've probably heard of them too many times. I want to go through the steps no one talks about. For example, how do you figure out how many stocks you should own in your portfolio?

These steps are based on what I have learned in two decades of investing in the stock market and studying the best investors, such as Warren Buffett, the late Charlie Munger, Howard Marks, and Peter Lynch. They can truly level up your portfolio in 2024. In today's episode, I introduce you to three steps to level up your portfolio in 2024.

Let's talk about them!

Only a few years ago, Uber was losing a couple of billion dollars each year, had billions of dollars in debt, and needed an actual path to profitability. I thought Uber was going bankrupt.

But things have changed! DRASTICALLY!

Uber is profitable and generated almost one billion dollars in free cash flow in a quarter. The company is also expected to join the S&P 500 index on December 18th, 2023, and things are looking GOOD on the financial statements.

In today's episode, I dig into what has changed inside Uber's financial statements and discuss whether Uber is a buy now.

Resources:

👉 Research Uber's stock: https://stockcard.io/UBER

📺 Watch Affirm's fundamental analysis: https://youtu.be/XilPeXYPiNo

Have you looked at Affirm's stock price chart in the last few days? Thirty days ago, it was $20 per share. Now, it is $42, 102% higher.

Despite the stock price doubling after its earnings report, the average analysts' price target is 50% lower than its current price.

Who is right? 

Is Affirm 100% better fundamentally than where it was 30 days ago, or are the financial analysts right about Affirm and the stock being overvalued? 

In today's episode, I discuss Affirm's fundamental strengths and risks and whether the stock is a buy now for me.

Let's talk about it!

Resources:

👉 Research Affirm's stock: https://stockcard.io/AFRM

📺 Watch PayPal's fundamental analysis: https://youtu.be/jNuIR9wXDvs

This week, we said goodbye to Charlie Munger, co-chairman of Berkshire Hathaway and the long-time partner of Warren Buffett. 

In today's episode, I want to discuss his approach to picking stocks to celebrate his life and the thought-provoking one-liner commentaries he shared with us over the years. 

The second part of the episode is for those of us who want to get practical and put his approach into practice. I'll use Charlie's investment approach to screen for stocks that meet his criteria. 

Resources:

👉 Get Charlie Munger Stock Screener: https://stockcard.io/tools/screener/656a6f6e59fb2124917da035

📺 Watch Buffett's 6-Step Stock Research guide: https://youtu.be/5bIFpHu0ARo

📺 Watch ETF Screener Demo: https://youtu.be/F6mmdlX0RrA

👉 Get the list of high-yield corporate bond ETFs: https://stockcard.io/ideas/6560e4ed198aa6d59fc450e2

📺 Watch How to Double Your Portfolio Faster: https://youtu.be/Go0FQrWqZPU

👉 Start Your Fundamental Research on Stock Card: https://stockcard.io/auth/signup

About this episode:

What do you think is the worst investment mistake you can make in 2024? There is always the common mistake of not investing based on facts, following your fears and the market's excitement, or gambling in the market when you should focus on your long-term goals. Yes, those are all mistakes. But, they are not specific to 2024. One fundamental change in the structure of our economy and capital markets creates a unique opportunity in the market, and according to Howard Marks, co-founder of Oaktree Capital, it is the worst mistake you can make in the market now and the next year. 

➕ A special segment shows you how to find high-yield corporate bond ETFs using Stock Card.

Let's talk about that!

Congress passed, and the President signed a bill to avert a government shutdown for now. Phew! But hang on!

Why does the world's largest economic power and the symbol of democracy often go through this seemingly humiliating shutdown process? And what are the implications for people, our economy, and stock market investors like you and me?

In today's episode, I unravel the mystery behind the U.S.'s recurring shutdowns and investigate the impact on the companies we invest in.

➕ There is a special segment to introduce an interesting small-cap stock. Let's talk about that!

Resources:

👉 Research TSAT, the stock we discussed today: https://stockcard.io/TSAT

📺 Watch the Last Episode on Fitch Ratings' U.S. Debt Downgrade: https://youtu.be/Go0FQrWqZPU

👉 Start Your Fundamental Research on Stock Card: https://stockcard.io/auth/signup

Sam Bankman Fried, SBF, founder of now-bankrupt cryptocurrency exchange FTX and the former golden boy of the crypto industry, was found guilty of seven counts of fraud and conspiracy.

Why am I talking about him?

As investors, companies' leadership quality is one of the most critical qualitative factors we must research. For a few years, SBF painted a picture of a visionary, convincing more than a $1B investment in his company.

He did it because he knew how to get people and investors to trust him. 

He is not alone in this. 

Many companies we research have leaders applying SBF's framework. They are not all guilty of fraud, but as investors, we must be aware of such tactics and not fall for those stories.

 In today's episode, I reveal SBF's playbook, so we learn to invest based on facts and less on stories.

Resources:

👉 Use Promo Code "SBF23" to Upgrade to VIP: https://stockcard.io/payment/Full%20VIP-annually?promo=SBF23

✍️ Enroll In One-On-One Coaching Session: https://blog.stockcard.io/coaching.html

📺 Lean How to Research A Stock - 6 Steps: https://youtu.be/5bIFpHu0ARo?feature=shared

✍️ Fill out the survey, please: https://stockcard.io/home?intercom_survey_id=36573323

📚 Learn about two new 1-on-1 Coaching programs: https://blog.stockcard.io/coaching.html

Welcome to our first-ever town hall video for Stock Card users!

What is it for?

Every week, on Saturdays, I either send a detailed fundamental analysis like PayPal's Fundamentals Analysis two weeks ago or share fascinating investing stories like How to Develop an Investment Process.

I share this content to create value and help our users' investment journey. I'm pausing the weekly schedule for this town hall to:

• Share interesting numbers about our user base,


• Ask for your feedback, [✍️ https://stockcard.io/home?intercom_survey_id=36573323 ]


• Announce the launch of our 1-on-1 coaching program [📚 https://blog.stockcard.io/coaching.html ]

Join the town hall now!

✍️ Enroll In One-On-One Coaching Session: https://blog.stockcard.io/coaching.html

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Back in 2020, when the stock market didn't go anywhere but up, Dave Portnoy, founder of Barstool Sports, decided to become a stock market investor.

If you haven't watched his stock-picking shows, I can summarize them for you. He used Scrabble to pick stocks. Really! Not joking!

He then declared himself as the Captain of Wall Street – replacing Warren Buffett. To most of us, it's pretty clear who is the BETTER investor here. But what's the difference between the two men?

Both are businessmen who have made successful companies in their own respective industries. What's the REAL difference between these two?

Today, I reveal the most important difference between a Good and a Bad investor. And share three steps you can follow to become a better investor like Buffett and less like Portnoy.

PayPal's stock price was once soaring at over $300 a share and has now plummeted by a jaw-dropping 80%. 

Is this the end of the road for PayPal, or could it be a golden investment opportunity in disguise? 

There is actually a debate going on Wall Street:

• Some say PayPal is a financial technology dinosaur, losing its market leadership. 


• Others believe it's a sleeping giant waiting to rise from the ashes. 

The million-dollar question: Who's got it right? 

Today, I compare PayPal of 2023 to Apple of 2019 and answer that million-dollar question.

Resources:

📙 Research PayPal's fundamentals: https://stockcard.io/PYPL?utm_source=Podcast&utm_medium=Podbean&utm_campaign=Description

👉 Start Your Fundamental Research on Stock Card:https://stockcard.io/auth/signup?utm_source=Podcast&utm_medium=Podbean&utm_campaign=Description