Me & The Market Goliath

Me & The Market Goliath

By 🚶🏻 ➕ The Market 🏛️ Goliath🗿BusinessInvesting
Download on the App Store

Me & The Market Goliath episodes

  • EP42: Unpacking the Energy Beverage Boom w. Simon Erickson

    Watch on YouTube


    In this episode, we learn about the energy drinks industry, how it came about and whether the beaten down energy drink Celsius with the stock ticker ($CELH) is a growth trap and why one of our favorite guests, Simon Erickson, who is the CEO and Founder of 7investing, has changed his views on Celsius in less than 11 days.

    Episode Timestamps:

    (00:00) Introduction

    (02:49) Investment Philosophy and Approach

    (06:54) Deep Dive into Celsius Holdings

    (20:07) Celsius vs. Competitors

    (24:02) Energy Drink Industry Challenges

    (38:07) Celsius's Business Model

    (40:25) Reevaluating Celsius: Red Flags and Concerns

    (42:08) The Pepsi Partnership: A Double-Edged Sword

    (50:13) Management and Insider Selling Issues

    (56:05) Energy Drink Market Leaders

    (59:30) Simon's Investing Lessons and Takeaways

    Read Simon Erickson's 7investing.com articles:
    7 Reasons to Sell CelsiusWhy I Bought and then Sold Celsius This Summer
    Affiliate Sponsor: 7investing
    Subscribe to 7investing's yearly newsletter subscription for only USD$170 and get a USD$25 Amazon e-gift card now: https://7investing.com/subscribe/
    PROMO CODE: GOLIATH
    *Terms and Conditions apply

    More details: https://www.patreon.com/posts/7investing-x-me-112545229

    Follow Simon Erickson on X
    Follow Kelvin Han (Podcast Host)
    X (Twitter) : https://twitter.com/kelvinMMGoliath

    Me & The Market Goliath Podcast X Twitter : https://twitter.com/memarketgoliath
    Instagram: Mmarketgoliath
    Disclaimer: No investment advice. This podcast episode is for entertainment and informational purposes only.

    1 hr 17 min
  • EP41: Winning Long-Term Games w. Luca Dellanna

    We inited Luca Dellanna who is the book author of Ergodicity and Winning Long-Term Games: Reproducible Success Strategies to Achieve Your Life Goals to help us understand what Ergodicity means and how we can apply it to investing and in life.

    Episode Timestamps:
    (00:00) Introduction
    (02:16) Luca's Profession
    (03:19) Ergodicity
    (04:15) Real life examples
    (07:50) Why survivorship bias is a big part of winning long-term
    (11:00) Comparing strategies and self-awareness in life
    (13:48) Thinking long-term mental model
    (15:00) Components of long-term goals
    (15:33) Delayed gratification and comparing
    (18:35) Why playing long-term enables gratification
    (20:00) Alice's short-term versus Bob's long-term strategy
    (24:00) What's the best way to compare for self-improvement?
    (25:59) Understanding how others fail
    (28:00) What does investing mean to Luca?
    (31:29) What is the Kelly Criterion?
    (35:55) Why are moody people more efficient than mood-less individuals?
    (38:52) Excesses in life
    (39:50) How do we evaluate and teach luck?
    (45:29) Different types of luck and how to increase luck
    (48:00) De-risking in life and eliminating mixed feelings
    (51:15) Luca's biggest investment mistake
    Follow Kelvin (Podcast Host) on X (Twitter) : https://twitter.com/kelvinMMGoliath
    Official Podcast on X ⁠⁠: https://x.com/Memarketgoliath
    Subscribe to YouTube
    Follow Luca Dellanna on X: https://twitter.com/DellAnnaLuca
    Luca's Website
    NO FINANCIAL OR INVESTMENT ADVICE

    55 min
  • EP40: A compilation of most mentioned investing mistakes

    Do you believe in shortcuts in life?


    I've compiled all the investing mistakes that were mentioned on Me & The Market Goliath Podcast by every valued guest speaker on the show and narrowed down into 10 of the most frequently mentioned investing mistakes.


    Follow Kelvin (Podcast Host): ⁠⁠⁠https://twitter.com/kelvinMMGoliath⁠⁠⁠

    Official Podcast on X ⁠⁠:⁠⁠⁠ https://twitter.com/Memarketgoliath⁠⁠⁠
    Subscribe: Youtube: ⁠⁠⁠⁠⁠https://www.youtube.com/@MeandTheMarketGoliathPodcast⁠⁠

    8 min
  • EP39: Sold on Solar? w. Friso Alenus

    We invited Friso Alenus who is an investor and Seeking Alpha Contributor from Belgium.

    Friso has a distinguished degree in electromechanics and a profound interest in the world of finance and investments. His international investment portfolio consists of solar panel manufacturers, financial tech, footwear, gaming, semiconductors, healthcare, REITs, e-commerce listed in U.S. and Asia stock market exchanges.
    Friso delivers thought-provoking analyses that resonate with seasoned investors and novices alike which has led him to have a following on fintwit with over 3,000+ followers. We deep dive into Friso’s investment philosophy and mistakes, the solar panel industry as well as the macro environment on solar energy and also why so many people missed out on the incredible returns from investing in the popular footwear company Crocs.
    Episode Timestamps:
    (00:00) Introduction
    (01:17) What does investment mean to Friso?
    (01:53) When did Friso start investing?
    (02:12) Friso's investing style
    (05:20) Did obtaining a degree in electromechanics help with investing?
    (6:35) What is in the investing landscape like in Belgium?
    (8:40) Home country bias
    (10:47) Acquire a worldview to study and invest in international companies
    (12:33) Due diligence process covering foreign companies abroad
    (14:52) Crocs and why many investors overlooked this investment opportunity
    (16:00) Crocs's acquisition of HEYDUDE
    (21:38) The Solar Energy sector and why is Friso bullish
    (25:00) Main concerns for companies like Enphase and Jinko Solar?
    (27:33) Interest rates and headwinds impacting solar panels
    (28:30) Why there is an upside with investing in solar energy
    (28:58) Solar energy buyers and cost structure
    (32:35) The role of infrastructure for solar energy development
    (35:00) Importance of of margins for solar industry
    (37:38) Friso's biggest investing mistake


    Follow Kelvin (Podcast Host): ⁠⁠https://twitter.com/kelvinMMGoliath⁠⁠

    Official Podcast on X ⁠⁠:⁠⁠ https://twitter.com/Memarketgoliath⁠⁠
    Subscribe: Youtube: ⁠⁠⁠⁠https://www.youtube.com/@MeandTheMarketGoliathPodcast⁠⁠


    Follow Friso Alenus on X: https://twitter.com/FrisoAlenus

    Seeking Alpha: https://seekingalpha.com/author/friso-alenus

    Affiliate Sponsor: 7investing.com
    Get USD$29 OFF from 7Investing's annual newsletter subscription
    PROMO CODE: GOLIATH

    ⁠⁠Subscribe now⁠⁠

    NO FINANCIAL OR INVESTMENT ADVICE

    45 min
  • EP38: Can Budgeting Change Your Life? w. Chris Chin

    In this episode, we invited a friend from Malaysia, Chris Chin to talk about budgeting and how this important discipline can help us retire early. We talked about investing in emerging markets like Malaysia and what makes a company from good to great in Chris’s business management view as well as key learnings from pursuing happiness over money, which is one of life’s controversial investment questions that comes across our minds more often than we think.

    Chris was a chemical engineer turned management consultant focused on strategy development for digital businesses across Southeast Asia. He ended up pivoting and joining what would eventually become the first tech unicorn in Malaysia. Driven by formative experiences during the 2007 Global Financial Crisis and 2014 Global Oil Crisis where Chris witnessed first hand the insecurity of being a wage-earner, he sought to better understand economics, market cycles, its influence on businesses, and long-term investing behaviours. Chris is also strong believer in personal finance where regulating one’s behaviour can often change the course and purpose of a person’s life.
    Timestamps:
    (00:00) Intro
    (02:00) Chris's Background
    (04:00) Why is budgeting important?
    (06:30) Global oil crisis and how it changed Chris's view
    (06:58) First step to budgeting
    (09:12) Challenges with budgeting
    (11:12) Earn more versus save more

    (14:20) Accounting for lifestyle creep

    (16:22) Chris's definition of retirement
    (22:00) Quitting your job to pursue happiness
    (24:45) Learnings from taking a sabbatical
    (25:51) Decision criteria for quitting your job
    (29:45) Cutting your losses early
    (33:26) Chris's definition of investing
    (35:50) Why companies fail and what makes them successful
    (39:00) Reducing layers of management
    (39:40) Why companies have layers of management
    (44:00) Which is more important: A company's qualitative or quantitative aspects?
    (46:29) Why it's important to measure your wage by hourly than monthly
    (48:30) Job titles over pay?
    (51:20) Financial literacy in Malaysia
    (57:12) Why is Malaysia a great place for retirement and starting a business?
    (1:00:00) Geographical bias and opportunity costs
    (1:01:58) Chris's biggest investment mistake
    ⁠
    Follow Kelvin (Podcast Host): ⁠https://twitter.com/kelvinMMGoliath⁠
    Official Podcast on X ⁠⁠:⁠ https://twitter.com/Memarketgoliath⁠
    Subscribe: Youtube: ⁠⁠⁠https://www.youtube.com/@MeandTheMarketGoliathPodcast⁠

    Affiliate Sponsor: 7investing.com
    Get USD$29 OFF from 7Investing's annual newsletter subscription
    PROMO CODE: GOLIATH

    ⁠Subscribe now⁠

    NO FINANCIAL OR INVESTMENT ADVICE

    1 hr 5 min
  • EP37: Will The Freelance Economy Survive? w. Luke Hallard and Krzysztof Piekarski

    This is Me & The Market Goliath's first episode in 2024. We invite Luke Hallard and Krzysztof Piekarski to talk about the freelance gig economy.


    Luke and Krysztof are podcast hosts of Wall Street Wildlife Podcast and also 7investing lead advisors. With rising unemployment and increasing number of layoffs, can the freelance economy save the unemployed?

    Youtube version

    Timestamps:
    (00:00) Intro
    (02:34) Wall Street Wildlife Podcast
    (04:50) Luke & Krzysztof's investment philosophy
    (09:36) Current macro environment fear and why Krzysztof is cautious
    (11:50) Why AI is affecting the labor market
    (13:02) Increasing number of layoff news
    (12:25) Why we are in an interesting period in the macro cycle
    (13:35) Will the freelance economy benefit the unemployed?
    (16:00) Fiverr
    (19:02) Multiple streams of income
    (20:38) Will remote work stay permanently?
    (22:28) Luke and Krzysztof investing experience investing in Fiverr
    (24:11) Warren Buffett's obsession with moats
    (24:27) Catalysts for the gig economy
    (27:12) Fiverr's recent financial performance
    (30:00) Fiverr's integration with AI and why the company is disintermediating the gig economy
    (34:08) What would change Luke and Krzystof's mind to invest in a company like Fiverr again
    (37:30) If a pandemic were to happen again, will the next time be different for the gig economy with?
    (41:30) Will AI replace humans?
    (43:28) Existential problems with AI
    (45:00) Emerging trends and technology disrupting AI space
    (47:15) Krzysztof's view on AI in classroom setting
    (49:00) Investment opportunities for AI in 2024?
    (50:00) Resolving a trustless world with smart contracts
    (52:00) Luke and Krzysztof's investment learnings and mistakes from 2023
    Follow Luke and Krzysztof on Wall Street Wildlife Podcast Youtube Channel @WallStreetWildlife

    Follow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath
    Official Podcast on X ⁠⁠: https://twitter.com/Memarketgoliath
    Subscribe: Youtube: ⁠⁠https://www.youtube.com/@MeandTheMarketGoliathPodcast

    Affiliate Sponsor: 7investing.com
    Get USD$29 OFF from 7Investing's annual newsletter subscription
    PROMO CODE: GOLIATH

    Subscribe now

    NO FINANCIAL OR INVESTMENT ADVICE

    57 min
  • EP36: Antifragile Principles w. Brian Stoffel

    We invited Brian Stoffel to my show to wrap up the year. Brian has written for the Motley Fool for over 13 years, and he's also the Chief Content Officer and YouTuber of Long-term Mindset, which has over 98,000 newsletter subscribers and over 74,000 YouTube subscribers to date.

    We deliberated Dave Ramsey's controversial take on safe investment withdrawal rates and reviewed Brian's antifragile investing framework, which is his core investment philosophy, inspired by Nassim Taleb, who is a mathematical statistician, former option trader, risk analyst, and book author of Skin in the Game, The Black Swan, and Antifragile, Things That Gain From Disorder.
    Merry Christmas and a Happy New Year! Thank you for your support.

    Timestamps:
    (00:00) Intro
    (02:36) Brian's early career days
    (04:08) Biggest takeaway writing and teaching finance
    (03:11) Signal versus noise and what matters most
    (06:08) Long-Term Mindset
    (07:55) Lessons on money and happiness from writing about finance and investing
    (09:30) Visuals are more effective than words when it comes to learning?
    (11:30) Is repetition the best way to practice learning about finance?
    (11:58) Investing skin in the game
    (13:15) Dave Ramsey's withdrawal rate of 8%
    (19:15) Brian's Optimal withdrawal rate
    (20:10) What does investing mean to Brian?
    (20:30) Brian's investment philosophy
    (22:17) What does antifragile mean?
    (23:09) A company's mission statement
    (26:11) Moat and optionality
    (28:00) Financial fortitude and concentration
    (29:02) Skin in the game and soul in the game
    (29:15) Glassdoor review
    (30:11) The most important aspect of the antifragile framework
    (30:46) Why free cash-flow is more important than net income
    (32:30) Brian's thoughts on buy now pay later companies and companies that offer gift cards
    (33:20) Starbucks and its moat
    (34:10) Finance concepts all beginners should learn first
    (37:03) Brian Stoffel and Brian Feroldi's top 10 biggest investment mistakes
    (38:12) Misjudging a moat
    (38:40) Other investing mistakes
    (41:11) Investing narratives
    (41:18) Mitigating the risk of narratives
    Follow Brian Stoffel on X: https://twitter.com/Brian_Stoffel_
    Long-Term Mindset: https://brianferoldi.substack.com/
    Follow Kelvin (Podcast Host): X (Twitter) https://twitter.com/kelvinMMGoliath
    Official Podcast on X ⁠⁠: https://twitter.com/Memarketgoliath
    Subscribe: Youtube: ⁠⁠https://www.youtube.com/channel/UChlB...


    No financial advice.

    47 min
  • EP35: Investing The Moneyball Way w. Rahul Setty

    In today's show I invited Rahul Setty who graduated from the

    same university as I did but while I graduated with a business and economics degree, Rahul took the finance and analytics route. He is currently based in Southern California and has been working in corporate finance plus financial planning and analysis for about 5 years now as a senior financial analyst.


    Rahul manages a very concentrated portfolio which top 5 of his positions comprise 56% of actively managed portfolio and is over 85% of Rahul’s net worth.


    I asked Rahul how the baseball movie, Moneyball, has

    fuelled his passion for investing and how investing is related to baseball management and analytics and why he’s been focused on uncovering value in small to mid-cap stocks through a disciplined approach rooted in fundamental investing. 


    Timestamps:

    (00:00) Intro

    (04:50) How did Rahul come across investing?

    (5:50) Is keeping up with the stock market from So-Cal difficult?

    (06:50) Obtaining a college degree in finance and takeaways

    (09:15) Learning college in finance versus real life finance

    (11:45) Rahul's regrets in college and learning finance

    (13:00) How Moneyball transformed Rahul's view on investing

    (19:00) Small-cap investment ideas and origination

    (27:00) Portfolio construction consisting of mid-caps and trade-offs versus large-caps

    (30:45) Magnificent 7 stocks and macro impact on smaller cap stocks in current climate

    (37:00) Rahul's biggest investing mistakes

    (38:50) Twilio

    (40:30) Picking stocks realistically and sleeping well at night

    (42:30) Is the investment return time horizon the same for mid and large-caps?


    Follow Rahul on ⁠⁠X⁠⁠ 


    Follow Kelvin (Podcast Host): X (Twitter) https://twitter.com/kelvinMMGoliath⁠ 

    Official Podcast on X ⁠https://twitter.com/memarketgoliath⁠ 

    Youtube: ⁠https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw⁠

    No financial advice.

    48 min
  • EP34: The Resilient Investor w. Cayden Chang (Three Time Cancer Survivor) Part 2
    In this last part of the second podcast episode, we welcome Cayden Chang. He is the founder of Value Investing Academy in Singapore and also a three time cancer survivor. He is a living example of what being resilient means as he had lost over $50,000SGD or approximately USD$37,000 in the stock market during the dot-com bubble during his early days and managed to pay back his debt by working multiple jobs. He then went on to overcome cancer three times. He has met some of the world's greatest entrepreneurs and investing thought-leaders such as Lauren Templeton (niece of Sir John Templeton) , Mary Buffett (ex-daughter in law of Warren Buffett) , and Robert Kiyosaki (book author of Rich Dad Poor Dad) , Professor Bruce Greenwald (Book author of From Graham to Buffett and Beyond) .
    Episode Timestamps:
    (00:00) Introduction
    (1:30) Is achieving happiness more complex than investing?
    (02:40) Why do people get attached with wanting more money?
    (03:40) When is money enough?
    (05:30) Does Cayden think experiencing setbacks help them become a better person?
    (08:12) Risk Aversion: Does Cayden see risk completely differently after cancer?
    (7:50) Approaching life the same way as investing
    (10:10) Meeting and learning from Lauren Templeton, Richard Branson, and Robert Kiyosaki
    (11:26) Professor George Athanassakos and humility
    (15:40) Starting Value Investing Academy
    (18:13) If we can learn only thing from Cayden, what would it be?
    (19:50) Flipping a coin analogy to differentiate speculation and buying stocks
    (21:00) Biggest investment mistake
    (21:50) Being an educator and the experience so far
    Follow Cayden Chang on ⁠Instagram⁠ and ⁠X⁠
    Follow Kelvin Han (Podcast Host):
    X (Twitter) :⁠https://twitter.com/kelvinMMGoliath⁠
    Official Podcast on X ⁠https://twitter.com/memarketgoliath⁠
    Youtube Channel: ⁠https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw⁠
    Me & The Market Goliath Podcast Instagram: ⁠Instagram
    27 min
  • EP33: The Resilient Investor w. Cayden Chang (Three Time Cancer Survivor) Part 1
    In this part 1/2 podcast episode, we welcome Cayden Chang. He is the founder of Value Investing Academy in Singapore and also a three time cancer survivor. He is a living example of what being resilient means as he had lost over $50,000SGD or approximately USD$37,000 in the stock market during the dot-com bubble during his early days and managed to pay back his debt by working multiple jobs. He then went on to overcome cancer three times. He has met some of the world's greatest entrepreneurs and investing thought-leaders such as Lauren Templeton (niece of Sir John Templeton) , Mary Buffett (ex-daughter in law of Warren Buffett) , and Robert Kiyosaki (book author of Rich Dad Poor Dad) , Professor Bruce Greenwald (Book author of From Graham to Buffett and Beyond) .
    Episode Timestamps:
    (00:00) Introduction
    (02:09) Getting three degrees doesn't necessarily make you richer
    (03:05) Dot-com bubble and starting a dot-com business
    (04:10) Losing SGD$50,000S during the dot-com bubble
    (05:20) Telling the truth and recovering losses
    (08:10) Using time effectively and being a caregiver
    (09:10) Thinking of ending it all
    (11:37) Inheritance lawsuit and falling out with his third brother
    (15:30) Diagnosed with kidney cancer and irony in life
    (16:30) Appreciation for life
    (17:38) How does Cayden prioritise his life and time?
    (20:00) Struggle between investing and approaching life long-term
    (23:10) Cayden's investment philosophy
    Follow Cayden Chang on Instagram and X
    Follow Kelvin Han (Podcast Host):
    X (Twitter) :https://twitter.com/kelvinMMGoliath
    Official Podcast on X https://twitter.com/memarketgoliath
    Youtube Channel: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw
    Me & The Market Goliath Podcast Instagram: Instagram
    28 min

About Me & The Market Goliath

From the publisher's feed

Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast