The SunnyPoint Podcast

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This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.

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?

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 omnichannel.

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.

This episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things.

Episode discusses latest developments in Tesla's privatization story, whether it was the right decision imo and what should they do now.

This episode reviews the earnings of China's two biggest internet firms and discusses my take on their operational performance, future, and investment opportunity.

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