By Saajan Doshi
The podcast currently has 13 episodes available.
Financial Musings Episode 12: Dunkin 101
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Financial Musings Episode 11: Block Buster 101
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Here are a few different ways to catch the episode:
Spotify Finance Musings: https://open.spotify.com/show/6Jp8PiWZcqOapRZIpa4h7i?si=d189e907ba774783&nd=1
Patreon: https://www.patreon.com/SaajanDoshi
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi
Financial Musings Episode 10: Twitter 101
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Here are a few different ways to catch the episode:
Spotify Finance Musings: https://open.spotify.com/show/6Jp8PiWZcqOapRZIpa4h7i?si=d189e907ba774783&nd=1
Patreon: https://www.patreon.com/SaajanDoshi
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi
Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r
Financial Musings Episode 9: Is NFLX on shaky ground OR Did Investors Overreact by
leaving NFLX too soon
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Was the story that NFLX painted to investors in Q4’21 THAT much different than what they were told in Q1’22? I think investors grossly overreacted during the broad sell-off that occurred
in early ’22. I did record this video in April ’22, and there is a bit of validation in the thesis.
However, I agree that the NFLX is/was overvalued by traditional valuation metrics. But again,
you are worth what the market thinks you are worth – and Mr. Market decided
that NFLX was overvalued then.
Luckily, NFLX has rebounded nicely, but they are still facing stiff competition AND challenging times ahead.
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Financial Musings Episode 8: Did This Generations Greatest Investor Exit NFLX too Soon?
What changed in 3 Months
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A review of Bill Ackman’s foray into Netflix in early 2022, along with his quick exit only a few months later. Was it the wrong decision to leave when he did? What did Bill get right and
wrong about the investment?
Let’s take a look at Netflix’s business and think about what you should do when it comes to
investing in Netflix (or not).
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Finance Musings Episode 7: Michael Lippert Q4'21 Investor Letter (Barron Opportunity Fund) review.
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One of the best investor letters I have read in a while. This Investor Letter is from Q4'21. If you want to become a better investor and how you approach the market - you need to read this video & read the letter.
4 Big Things that I will break down further in
the video:
1. Reacting to shifts in interest rates and
inflation readings/expectations
2. The impact of the Fed's actions on the market:
bond purchases/tightening
3. Rotations in the market sentiment, e.g.,
sell-off in growth stocks due to a yearning for stability
4. External Factors that may prove to be noise in
the end: political climate in DC + geopolitical fears re China + Russian
invasion of Ukraine
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Check out this week's episode of Finance Musings!
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Please leave all questions down below in the comment or email me directly at [email protected] or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you'd like to see. Thank you all!
Connect with me on Social Media:
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Instagram: https://www.instagram.com/saajandoshi/
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Twitter: https://twitter.com/SaajanDoshi
Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410
LinkedIn: https://www.linkedin.com/in/saajandoshi/
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
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Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r
A quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin".
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Quick Excerpt by Jeremy:
“All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, there are few examples. Yet they have all shown certain characteristics before they broke”
1. A speculative investor frenzy that generated stories for distant decades, which we have had for well over a year;
2. A penultimate blow-off phase where stock gains accelerate, as we had in 2020;
3. And the ultimate narrowing phase – unique to these few superbubbles – where a decreasing number of very large blue chips go up as riskier and more speculative stocks underperform or even decline, as they did in 1929 and 2000 and as they have done since February 2021.
If a, b, and c are accounted for, light the blue touchpaper8 and retire to a safe distance, praying for a paradigm shift.”
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Link to his full article: https://www.gmo.com/americas/research-library/let-the-wild-rumpus-begin/
Please leave all questions down below in the comment or email me directly at [email protected] or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you’d like to see. Thank you all!
Connect with me on Social Media:
YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1
Instagram: https://www.instagram.com/saajandoshi/
TikTok: https://www.tiktok.com/@saajandoshi?
Twitter: https://twitter.com/SaajanDoshi
Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410
LinkedIn: https://www.linkedin.com/in/saajandoshi/
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi
Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r
A quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin".
.
Quick Excerpt by Jeremy:
“All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, there are few examples. Yet they have all shown certain characteristics before they broke”
1. A speculative investor frenzy that generated stories for distant decades, which we have had for well over a year;
2. A penultimate blow-off phase where stock gains accelerate, as we had in 2020;
3. And the ultimate narrowing phase – unique to these few superbubbles – where a decreasing number of very large blue chips go up as riskier and more speculative stocks underperform or even decline, as they did in 1929 and 2000 and as they have done since February 2021.
If a, b, and c are accounted for, light the blue touchpaper8 and retire to a safe distance, praying for a paradigm shift.”
.
Link to his full article: https://www.gmo.com/americas/research-library/let-the-wild-rumpus-begin/
Please leave all questions down below in the comment or email me directly at [email protected] or text me at 310.526.2906! Also, feel free to leave any feedback or thoughts on what else you’d like to see. Thank you all!
Connect with me on Social Media:
YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1
Instagram: https://www.instagram.com/saajandoshi/
TikTok: https://www.tiktok.com/@saajandoshi?
Twitter: https://twitter.com/SaajanDoshi
Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410
LinkedIn: https://www.linkedin.com/in/saajandoshi/
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi
Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r
Part Two of a breakdown of Howard Mark's memo from July 2021 "Thinking About Macro"
Episode 3: Howard Marks "Thinking About Macro"
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Howard Marks is one of my favorite investors and this is another brilliant memo written by him that addresses market forecasting and how we think about the macro environment.
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LEARN How To Get Into Investment Banking (for FREE):
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Connect with me on Social Media:
YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1
Instagram: https://www.instagram.com/saajandoshi/
TikTok: https://www.tiktok.com/@saajandoshi?
Twitter: https://twitter.com/SaajanDoshi
Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410
LinkedIn: https://www.linkedin.com/in/saajandoshi/
My World Wide Web:
Where I Invest My Money: https://public.com/SaajanDoshi
Get a Free Stock: https://public.com/user-referral?referrer=SaajanDoshi
Invest in Crypto (Get FREE Bitcoin): https://www.coinbase.com/join/doshi_b9r
Also, this is not financial advice, just sharing my opinions and thoughts.
The podcast currently has 13 episodes available.