The Vested Finance Podcast

The Vested Finance Podcast

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The Vested Finance Podcast episodes

  • Vested's Podcast, Episode #26: Super Apps & Grab

    Vested's Podcast, Episode #26: Super Apps & Grab

    by Vested Finance

    Welcome to the Vested Finance podcast!

    In this session, we will be discussing what constitutes a super application or super app. These are the apps that strive to be the operating systems of our lives. We dive into super app operator Grab as well as its founding history and business model.

    Date uploaded: June 22th, 2021 (IST)

    Co-hosts: Darwin Arifin & Gabe Tamez

    Show Notes:

    (1:12) Examples of different apps that exist and their use cases

    (2:06) Criteria for being deemed a “super” app

    (4:00) Super app dominance in Asian countries

    (5:04) A brief history of Grab and its competitor Gojek

    (7:37) A dive into Grab’s financials and business operations

    (9:35) Notable trends in Grab’s business model. The importance of digital payments

    (11:40) A business overview of SouthEast Asia versus China

    (13:50) Comparing Uber and Grab’s average revenue per user

    Click here to access Vested’s blog post on super apps and Grab.

    Blog: https://vested.co.in/blog/

    Facebook: https://www.facebook.com/vestedfinanceco/

    LinkedIn: https://www.linkedin.com/company/vestedfinance/

    Podcast: https://anchor.fm/vested-finance/

    Website: https://www.vested.co.in/

    17 min
  • Vested's Podcast, Episode #25: Investing in IPOs & Coinbase Strategy Analysis

    Welcome to the Vested Finance podcast!

    In this session, we will be discussing the data behind investing in IPOs and whether or not it is recommended for investors. We also discuss Coinbase’s recent IPO and provide a breakdown of the company’s strategy.

    Date uploaded: June 15th, 2021

    Co-hosts: Darwin Arifin & Gabe Tamez

    Show Notes:

    (1:44) The returns equation

    (5:08) Navigating hype, valuation changes and narratives for new IPOs

    (5:52) Returns data for new IPOs going back 40 years

    (8:30) Breakdown of investing in small IPOs

    (9:02) Silver lining of investing in large, tech IPOs

    (10:10) Coinbase's IPO and stock performance

    (11:18) The vertically integrated model for Coinbase

    (14:49) Service and recurring revenue breakdown

    (18:57) Risks associated with investing in Coinbase stock

    (21:38) Asset class risk and regulation of Bitcoin and other crypto-assets

    Click here to access Vested’s blog post on investing in IPOs

    Click here to access Vested’s blog post on Coinbase's strategy analysis

    Blog: https://vested.co.in/blog/

    Facebook: https://www.facebook.com/vestedfinanceco/

    LinkedIn: https://www.linkedin.com/company/vestedfinance/

    Podcast: https://anchor.fm/vested-finance/

    Website: https://www.vested.co.in/

    25 min
  • Vested's Podcast, Episode #24: Roblox's IPO and the vertical gaming social media arena

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about Roblox's IPO and the vertical gaming social media arena. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 17th March 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:47) To quote Reed Hastings...

    (1:10) Active entertainment > Passive entertainment

    (1:36) Patience is a virtue

    (2:15) Direct listing > Traditional IPO

    (2:37) What is Roblox?

    (3:44) The concept of the metaverse

    (5:07) History lesson aside, let's talk $$$

    (5:47) Speaking of $$$, how do Roblox's army of developers earn money?

    (7:45) DAU: On metrics and the like

    (8:27) How engaged are Roblox's users?

    (10:14) Time for a comparison

    (10:51) Extending Roblox's grasp

    (11:40) Risks: Cost and valuation

    (14:34) P.S. Epic vs. Apple


    Click here to access Vested's blog post on Roblox's IPO and the vertical gaming social media arena.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    16 min
  • Vested's Podcast, Episode #23: Market sell-off: 10-year US Treasury yield increasing

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about the recent market sell-off and its implications. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 10th March 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:40) The Market Sell-off: What happened?

    (1:17) Why has the yield gone up?

    (2:45) So, what next?

    (3:19) Which areas are the most affected?

    (4:20) A stronger US dollar

    (6:36) Your attention, please


    Click here to access Vested's blog post on the Market sell-off: 10-year US Treasury yield increasing.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    8 min
  • Vested's Podcast, Episode #22: Electric Cars as the New Smartphones and Coinbase IPO

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about electric cars in relation to smartphones as well as Coinbase's recent IPO announcement. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 3rd March 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:33) Are EVs the new smartphones???

    (1:24) ICE: The Gist of Things

    (2:59) ICE: Dominated by US, Japan and Germany

    (3:21) Building in-house

    (4:07) The simplicity of the electric motor

    (4:34) The use of contract manufacturers

    (6:04) What of the EV's defensible moat?

    (6:48) It's all about control

    (8:20) The need to create EV software...

    (8:44) ...But let's face it, that's a complex and daunting task!

    (10:39) A massive opportunity

    (11:22) Time for crypto trading

    (12:42) Pickaxes...invariably

    (13:17) Facing uncertainty and volatility


    Click here to access Vested's blog post on Electric Cars as the New Smartphones and Coinbase IPO.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    16 min
  • Vested's Podcast, Episode #21: Buying a house online - Zillow and Opendoor

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about the trend of digitizing housing transactions and will be covering two key names: Zillow and Opendoor. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 24th February 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:32) Traditional housing transactions create friction

    (3:12) Traditional housing transactions create stress

    (3:42) The move to eliminate inefficiencies

    (4:55) Zillow, Redfin and Opendoor

    (6:12) iBuying and the question of making money

    (7:06) The Big Two: Opendoor and Zillow

    (8:38) Zillow's 3 key segments

    (9:50) Why did Zillow transition to iBuying?

    (10:31) The Two-sided Marketplace

    (11:40) Let's talk unit profitability

    (12:53) The Big Prize: US $36 trillion

    (14:03) Who will emerge victorious?


    Click here to access Vested's blog post on Buying a house online - Zillow and Opendoor.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    15 min
  • Vested's Podcast, Episode #20: Tesla's $1.5 Billion Bitcoin Investment and Uber's 2020 Earnings

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about Tesla's big gamble with Bitcoin as well as Uber's 2020 earnings. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 17th February 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:42) The Big Leap

    (3:18) Bitcoin as a form of payment?

    (7:42) All a matter of risk

    (9:17) Speaking of risks, let's talk legal

    (10:45) ...and if Bitcoin stumbles?

    (11:36) Time for Uber


    Click here to access Vested's blog post on Tesla's $1.5 Billion Bitcoin Investment and Uber's 2020 Earnings.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    15 min
  • Vested's Podcast, Episode #19: Amazon's, Facebook's, Google's Q4 earnings

    Welcome to the Vested Finance podcast!


    In this session, we will wrapping up our analyses on Q4 earnings, covering namely: Amazon, Facebook and Google. We'll also be doing a comparison on advertising for these companies. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 10th February 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:30) Without further ado...Amazon!

    (3:32) Hold your horses! Jeff Bezos is stepping down???

    (4:26) Moving on, Facebook

    (9:23) Yes, yes, Google did well too (What a "surprise")

    (11:49) A comparison on advertising is challenging, to say the least


    Click here to access Vested's blog post on Amazon's, Facebook's, Google's Q4 earnings.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    15 min
  • Vested's Podcast, Episode #18: GME saga, Apple's and Tesla's earnings

    Welcome to the Vested Finance podcast!


    In this session, we will be talking about the GameStop saga, as well as Apple's and Tesla's earnings. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 3rd February 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:30) What of GameStop?

    (5:12) Volatility and Retail Brokers don't mix

    (7:44) ...then what of the market?

    (9:39) All things must come to an end

    (10:46) Apple & Feats = A potent mix

    (13:53) Speaking of feats, who could forget Tesla?


    Click here to access Vested's blog post on the GameStop saga, Apple's and Tesla's earnings.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    18 min
  • Vested's Podcast, Episode #17: Netflix's Q4 2020 Earnings

    Welcome to the Vested Finance podcast!


    In this session, we will be discussing Netflix's Q4 2020 earnings announcement and will also do a comparison between two of Netflix's biggest rivals: Amazon and Disney+. Several of the topics discussed in this podcast are covered in our blog post (see link below).

    Date uploaded: Wednesday, 27th January 2021
    Co-hosts: Darwin Arifin & Kaihan Lin

    Show Notes:
    (0:30) A few key highlights!

    (1:38) Positive FCF: So what?

    (3:07) "To issue and sell or to choose debt?" That is the question.

    (4:53) Positive FCF: How did Netflix get here?

    (7:16) Achieving sustainable cash flow

    (8:31) Competition: Does it even matter anymore?

    (13:21) Disney+: A formidable foe

    (14:46) Determining the valuations of Disney+ and Netflix


    Click here to access Vested's blog post on Netflix's Q4 2020 Earnings.

    Blog: https://vested.co.in/blog/
    Facebook: https://www.facebook.com/vestedfinanceco/
    LinkedIn: https://www.linkedin.com/company/vestedfinance/
    Podcast: https://anchor.fm/vested-finance/
    Website: https://www.vested.co.in/

    17 min

About The Vested Finance Podcast

From the publisher's feed

Vested Finance is a wealth management platform headquartered in San Francisco, California, USA, with offices in Mumbai and Bangalore in India. Our mission is to empower you and give you access to the US equity market.