Do Your Research

There is a rule in investing and portfolio management that every investor should learn on day 1: Rule 72.  

If you make an average 10% return annually in the stock market, doubling your money takes about 7 years. You get the 7 years by dividing 72 by 10%. The 10% return is the average annual return of the S&P 500 index ETF in the last 30 years. 

Are there practical ways not to gamble with our money and still accelerate the pace of doubling our portfolios? 

In today's episode, I share three strategies we can adopt to double our portfolios FASTER than the average. 

Resources:

📙 Get the complete list of High-Returning ETFs: https://stockcard.io/ideas/65145d7c11bec2e09b9fff00

5️⃣ Five Investing Myths To Avoid: https://youtu.be/M0pEOQvl_Gg?feature=shared

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

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

Had you invested in world-renowned Stradivarius violins in 2010, the average annual price appreciation between 2010 and 2022 was 9.7%. Other violin brands, such as Joannes Pressenda and Lorenzo Storioni violins, have had 10.7% and 13.4% annualized returns in the same time period, respectively. 
Compare that to the inflation-adjusted yearly return of 9.76% by the S&P 500 index, including all dividends reinvested in the same period, and sit down with the terrible realization that investing in a music instrument could have been your answer to beating the market. 
Putting that initial reaction aside, if the ultimate goal of investing is to grow our wealth, even if we don't want to invest in violins, we should discuss three critical investment lessons we can learn from Stradivarius violins.
 
Resources: 
👉 Start Your Fundamental Research on Stock Card: https://stockcard.io/auth/signup
👉 Watch Lessons from Super Investors' Top 10 Holdings: https://youtu.be/hLqLaaG1BBI

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

Instacart is one of the hottest tech IPOs in 2023, going public next week with an expected ~$9B market cap. If it goes through, Instacart's IPO success is the story of building the right product in a massive market at the right time. Its success sits at the intersection of eCommerce and Gig Economy, and it can be a good investment when it goes public. 

If you are curious about Instacart, ticker CART, today's episode is for you. I dug into Instacart's story, market potential, and fundamentals. 

Let's talk about that!

 

👉 Get the complete list of growing online grocery stocks:  https://stockcard.io/ideas/6504c5af8490bcfa0c7bbf8e

👉 Research Instacart (CART) on Stock Card: https://stockcard.io/CART

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

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

I've read a fascinating study about cloning super investors like Warren Buffett this week. If you copied Warren Buffett's top 10 holdings and rebalanced them every quarter, you could have outperformed the S&P 500 by three percentage points yearly between 2000 and 2019.

That's strong evidence that sometimes copying the right investor can be a good strategy. But not every investor is worth that much respect.

A better strategy is to find the top investors, aka super investors, and use their top holdings as a source of new stock ideas.

That's precisely what we are going to discuss in today's episode.

There are three stocks that 20 super investors hold the most in their top 10 portfolio holdings. I'll research them fundamentally first and then share whether adding them to our portfolios makes sense, too.

Resources:

👉 Get the complete list of super investors' top 10 holdings: https://stockcard.io/portfoliostore/superinvestors

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

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

The world potentially has a huge economic crisis on the horizon.

Its cause is China's real estate sector.

You must have heard that Evergrande, one of China's largest real estate companies, with $340B in debt, has filed for Chapter 15 bankruptcy in the U.S. Another prominent property developer, Country Garden, has just warned investors of bankruptcy, with 43% of its debt coming due in the next 12 months.

These challenges are more expansive than just the real estate sector in China. If you dig deep, you'll see an intertwined web of problems and interdependencies across China and the world.

This can be a considerable risk to individual investors even without direct investment in Chinese companies.

In this episode, I'll explain what's happening in China's real estate sector and how it can threaten our portfolios. I'll wrap up with ideas to protect ourselves against such risks.

Resources:

👉 Start Your Fundamental Research on Stock Card: https://stockcard.io/auth/signup 📚 Learn How to Research Stocks: https://youtu.be/5bIFpHu0ARo

📚 Learn How to Find Stocks: https://youtu.be/XGTpTY65X-c

 

 

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

On several occasions, investors have asked what Warren Buffett would do if he had a small amount of money and wanted to make lots of money in the stock market.

In today's episode, I'll show you how Warren Buffett recommends you pick stocks. After we understand how he does it, I'd share a more practical and useful template you can use to find and screen stocks according to his methodology but in a modern way.

You'll also learn how to use Stock Card's screener tool to find stocks like Buffett.

 

Resources:

👉 Get the Find Stocks Like Buffett Screener: https://stockcard.io/ideas/64e54433558dd46c6a280f27

👉 Start your fundamental analysis for free on Stock Card: https://stockcard.io/auth/signup

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

Michael Burry, the man who foresaw the 2008 housing market crash, has recently shorted the entire stock market once again! He is not alone in his market crash prediction. Other investors and analysts such as Bill Ackman and Cathie Wood agree with Burry and have found different ways to protect their portfolios.

At the same time, economic indicators such as the VIX Index, the Yield Curve, or the Unemployment Rate tell contradictory stories about the market's direction.

In today's episode, I dig into Burry's market forecast track record, discuss who agrees with him, and explore the economic indicators to help us understand the market direction. I'll wrap up with ways to protect our portfolios against any possible crash.

 

Resources: 

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

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

The earnings season is in full swing, and the usual revenue and profit misses and beats come with it. But companies make all sorts of announcements during the earnings reports, and not all are revenue and profit related.

Three companies made surprise announcements that are worth paying attention to, especially if you plan to invest in them or are an investor already: Palantir, PayPal, and PubMatic.

In today's episode, I'll dig into the three companies' earnings reports and discuss the surprises investors in these stocks should be aware of.

 

Resources:

🔬 Research Palantir fundamentally: https://stockcard.io/PLTR

🔬 Research PayPal fundamentally: https://stockcard.io/PYPL

🔬 Research PubMatic fundamentally: https://stockcard.io/PUBM

👉 Follow Beaten Down Portfolio: https://stockcard.io/portfoliostore/Beaten_Down

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

The world is changing! Fitch Ratings downgraded the U.S.'s creditworthiness from triple-A to double-A+. The United States of America was once the absolute economic power in the world, and the U.S. dollar was the most desired currency globally.

But, credit agencies like Fitch have started to paint a new picture by downgrading the country's creditworthiness. Is there a real threat?

In this episode, I'll discuss whether this downgraded is really that bad, explore its implications for individual investors, and share how to hedge against the downgrade's threat.

Resources:

🔬 Research stocks fundamentally: https://stockcard.io/

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com

Jerome Powell and his colleagues at the Federal Reserve have a North Star – a 2% target for the U.S. inflation rate. It's more than a North Star. It's their religion, their obsession, their reason for living. They do everything possible to reach the 2% target inflation rate.

What's so magical about a 2% inflation rate? Who says a 2% target is right, and what happens when we finally reach the 2% target? What do we, the individual investors, should know about the inflation target?

In today's episode, I'll explore the accidental origin story of the 2% inflation rate and discuss what we, the individual investors, should learn from the story.

Resources:

🔬 Research stocks fundamentally: https://stockcard.io/

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hodamehr.substack.com