Trade Ideas by DX2 Capital

Trade Ideas by DX2 Capital

By DX2 CapitalBusinessInvesting
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Trade Ideas by DX2 Capital episodes

  • EP15: Walmart does it have a place in your portfolio?

    In this episode, we discuss several aspects of Walmart:

    • recent acquisition including Jet.com and Flipkart
  • how it adapt to COVID19
  • booming online sale
  • speeding up decision process, faster iteration
  • Physical stores as an advantage

    •  

    Apple Podcast: https://apple.co/3b99J15

    Spotify: https://spoti.fi/2QAa2bX

    22 min
  • EP14: Interview w/ Prof. David Miller on his new book: "Sweating Together" $PTON

    Author and Professor David Miller @DavidJMillerPhD joins us to breakdown the story of Peloton. We discussed his upcoming book on the rise of Peloton, longer term vision, competition, challenge, important metric to watch, and much more:

    • How did David become a Peloton enthusiast as an academic who's always spotting innovative companies
  • Peloton's convenience factor, customer engagement, and happiness separate itself from other "hardware" companies; Peloton is in the "well-being" business
  • The key differentiation between Peloton and companies such as Apple and Tesla
  • "In a world facing a lot of challenges, a product or service that actually makes people's lives better, physically and mentally, is something we all need to pay attention to"

    • Link to David's new book:

    Amazon

    59 min
  • Ep13: SaaS(y) talk with Ryan Reeves from Investing City

    In this episode, we enjoy talking with Ryan about various SaaS names and his entrepreneurship journey  

    • How he started Investing City
  • Life as an entrepreneur 
  • SaaS names included: Crowdstrike, DocuSign, Cloudflare
  • His take on TTD/ROKU
  • What metrics he focus on in evaluating SaaS
  • One habit that is important to his success

    • We certainly enjoyed the talk, and hope you will too.

     

    Apple Podcast: https://apple.co/3b99J15

    Spotify: https://spoti.fi/2QAa2bX

    38 min
  • Episode 11:TDOC, AMD and Tiktok

    In this episode, we discussed two companies which reports eye-catching earning reports:

    • TDOC: A pioneer in tele-health which is capitalizing from the current crisis. 85% Q2 growth.
  • AMD: Firing on all cylinders from personal computer, gaming to data center. Eating Intel's lunch. Raising 2020 guidance to +440M
  • TikTok: Just what the heck is going on?
    • 20 min
  • Episode 10: Bitcoin, TSM, and banks

    In this episode, we discuss the following

    • Why Bitcoin and gold
  • Banks' earnings 
  • TSM's technology lead in a increasing divided world

    • We would like to hear feedback from all of you, enjoy!

    28 min
  • Episode 09: Growth at any cost or reasonable price?

    In this episode, we discussed the following:

    • Review of our early pick: Farfetch, which has performed really well
    • OKTA vs PING: Growth at any cost or reasonable price
    • A brief discussion on UBER's acquisition of Postmate

      • Enjoy and please let us know if you agree or disagree.

      27 min
    • Episode 08: Wirecard Fraud

      This our second weekly discussion, we discuss:

      • Wirecard fraud: accounting fraud brings down one of the fintech leaders in Germany
    • Regarding Howard Marks' investor letter and how tough it is to stay prudent in a bull market
    • Is SaaS heading towards a correction like last summer
    • Response to our listener regarding our prior GSX episode

      • Hope you enjoy

      24 min
    • Episode 07: Robinhood Trader

      In this new weekly market discussion, we talked about the following news:

      • Robinhood Trader: Are they as influential as people suggest?
    • Potential second wave: Should we be as worried as the first wave?  
    • Hertz: Bankrupted companies wild trading. Is this a sign of time? 
    • Market strength: What we are watching to guide our portfolio

      • Hope you enjoy

      20 min
    • Episode 06: GSX Techedu. Danger Ahead?

      In this episode, we discuss a raising Chinese online education company, GSX and why we are staying away. There are bearish reports from Citron accusing the company of frauds after the debacle in Lucking Coffee. While we won't go as far as Citron, we see plenty of reasons to stay away from GSX.

      1. Elevated valuation relative to Chinese peers

      2. No distinct advantage in a fiercely competitive market

      3. Distrust in the management

       

      21 min

    About Trade Ideas by DX2 Capital

    From the publisher's feed

    Our biweekly discussion and interview on investment ideas that we find interesting. Our focus are on technology, fintech and consumers. Follow us @dx2capital. Visit our website www.dx2capital.com for…