Money Happy Hour

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In this episode we share some great money themed books to add to your summer reading list..some of my favorites, some from listeners. Thanks to all who contributed to this awesome list covering topics such as money basics, investing and Bitcoin. 

So what is on your list this summer?

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In this episode we cover the Radish Portfolio. May closed and brought an ATH balance to the account and features a new holding after shedding $HSY Hershey at a breakeven. 

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As an investor we get so entranced by price and what we pay to acquire an investment. In this episode we discuss two scenarios when the daily price makes no difference. The second scenario is critical.

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Recent legislation in the US has been proposed to launch a Universal Savings Account. This has been discussed in the past, but this time feels like there is a chance. Similar savings schemes are in place in the UK and Canada.

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In this episode I share a portfolio update for the month of April. The focus of the update is not on how individual holdings have performed this month. Instead the approach is doing a post-volatility review and validating if my thesis still remains. I share one stock that is on a "short-leash" and another that will be sold. 

As you know, I rarely sell a stock. When I do it is after careful consideration because I recognize a hidden risk many ignore...switching risk.

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The market is one big pricing machine. In this episode we explore a few event in the current market, how they are pricing assets and tie in an explanation on why retail investors average a 3% return on their long term portfolio.

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This time is different is a phrase that usually is tossed around during market bubbles. I am hearing people apply prior corrections to explain this cV show "Gilligan's Island" as a metaphor to explain the current market.

We also spend a few minutes on a portfolio update.

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The market is pretty simple when it is going up. When it crashes, emotions and wild talk takes hold. In this episode I lay out three possible outcomes to this recent turmoil.

I'm not foolish enough to predict the market, but instead offer perspectives on possible outcomes. 

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Money Happy Hour is turning 2! 

Two years ago Henry at the age of 18 was the first guest on MHH. We continue our anniversary tradition and catch up with him about his growth, dedicated approach to researching stocks, views on the market and look forward to what is on his horizon.

Folks, Henry is a gem to follow and model. If you don't follow him already he can be followed on:

X:  @HenryInvests and @MapleTreeCap

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If you are considering buying a stock with the intention of owning long-term it is essential to look at the Annual Report. In this episode I share what I look for when reviewing an annual report as we walk through the 2023 Target Annual Report.

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