We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy? --- Picture source: Kennon Financial

This episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omni-channel. The experience is derived over time, but specific cases around Black Friday (Thanksgiving) season of 2018 are mentioned. If you'd like to discuss ideas further (casually/professionally), contact me at: [email protected]. The cover art is from Macy's in Center city, Philadelphia.

Markets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling.

We discuss: Musk's decision to stay public, whether it was the right decision imo, and what should they do now. Pic Source: Washington Post

This episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity. --- Pic Source: WalkTheChat

I explain the timeline of Musk tweets, investor letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should? Pic source: NY Times

This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.

This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock. Disclosure: I'm bullish. --- Management cited: CEO, Mark Zuckerberg COO, Sheryl Sandberg CFO, David Wehner

This episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to write to me and ask or a free copy of the model. I'll love for you to try it yourself.

We explore the business model of Camping World Holdings Inc, study their operational performance over last 5 years and assess their valuation. We end with a recommendation to either buy/hold/sell the stock.