Dont Have A Cao - Stock and Investing Podcast

Dont Have A Cao - Stock and Investing Podcast episodes

February 09, 2021 Starting positions in two Chinese SaaS companies
Explaining my thought process as I invest in two Chinese SaaS companies - Aurora Mobile $JG and WiMi Hologram Cloud $WIMI.
Also a short comment on my current thinking around one of my most profitable trades, $FUTU.
At time of podcast, $JG is at 5.75 and $WIMI is at 10.03. As you can hear in the podcast, I am far more worried about WIMI than $JG, so I intend to sell $WIMI if it gets near $15 or so.
42 min
January 21, 2021 FAANG 2020 Q4 Earnings Preview
Earnings preview for Apple, Amazon, Facebook, Google
BORING NUMBERS EPISODE
not investment advice
49 min
November 20, 2020 ( Redacted - old info )Stock pick for 2021: FUBO
The new number one holding in my portfolio goes to streaming/CTV company FUBO. At time of publish FUBO is at 23.65. —————————— NOTE: I would sell this (date Jan 21/ price 34). Different stock of the year coming in new pod
13 min
October 26, 2020 Apple Earnings Preview + IPhone 12 Sales Predictions
Predicting massive blowout IPhone 12 sales BUTTT watch out as its not necessarily going to be reflected in the upcoming earnings. Not investment advice.
17 min
October 22, 2020 Snapchat Q3 2020 Blowout And Reactions from Facebook, Twitter, and Pinterest
What can we learn from Snapchat's huge earnings beat in relation to its peers in digital media like Facebook, Twitter, and Pinterest? Not investment advice.
33 min
October 21, 2020 Don’t Have a Cao - Podcast Trailer
1 min

From the publisher's feed

Another Random dude’s opinion