The SunnyPoint Podcast

The SunnyPoint Podcast

By Sunny GoklaniBusinessInvesting
Download on the App Store

The SunnyPoint Podcast episodes

  • Investing: Q1 2023 Review, Takes & Q&A
    This episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint)
    33 min
  • 2021 Model ETF: Half Yearly Review
    I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)
    30 min
  • Growth Investing Mindset w/Brian Feroldi
    We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: 
    - How to think of valuations for high growth companies?
    - How to think of P/E and P/S multiples?
    - What would higher interest rates do to high flying tech stocks?
    - Is there a price where a stock becomes a hold vs a buy?
    - How to evaluate companies you may not be a consumer of?
    - How much does Brian cap his invested capital/stock and how he lets winners run
    - How does an all-FANG portfolio compare to one comprising of mid-cap growth
    - Much more
    - Fire Round: we find out -
    1) Brian's top picks for 2021, 2) Brian's favorite SPAC, 3) Books every investor should read
    ---
    Links, Brian Feroldi: 
    1) Twitter: @brianferoldi 
    2) Link to Brian's Checklist: https://boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx
    3) His articles: https://www.fool.com/author/14471/
    4) Substack: brianferoldi.substack.com
    ---
    Links, Sunny Goklani: 
    I reply to ALL DMs on my Instagram and to present a investment best practice every Tuesday. Reach out with questions/comments/suggestions -
    1) Instagram: @thesunnypoint 
    2) Twitter: @ABraveBull 
    - Board Game Link: http://www.sunnygoklani.com/boardgame.html
    - Youtube Link: http://bit.ly/sunnypoinyinvestingyoutube
    52 min
  • 2021 Model Portfolio: 10 Stocks for 2021
    In this episode, first of 2021, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF
    31 min
  • How to Deal with FOMO (Fear of Missing Out)

    FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind starting recent positions in Spotify and DraftKings.

    31 min
  • Investor Round table, Apr 13 2020
    In this episode, we discuss:
    - Have markets bottomed?
    - Is the optimism pre-mature?
    - Which companies will bounce back the strongest when shutdown ends?
    - How to approach the upcoming earnings season?
    39 min
  • Beyond Meat: Should you Bite?
    In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock.
    37 min

About The SunnyPoint Podcast

From the publisher's feed

Welcome to The SunnyPoint Podcast, where we discover and explore the sunny (bright) side of all things, including: investing, stock ideas, business, photography, comedy, project management,…