Trade Ideas by DX2 Capital

By DX2 Capital

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 ... more

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FAQs about Trade Ideas by DX2 Capital:

How many episodes does Trade Ideas by DX2 Capital have?

The podcast currently has 15 episodes available.

Trade Ideas by DX2 Capital episodes:

October 19, 2020EP15: 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
...more
22min
September 21, 2020EP14: 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
...more
59min
August 28, 2020Ep13: 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
...more
38min
August 13, 2020Episode 12: TDOC/LVGO deal, HUYA/DOYU merger, ROKU/TTD divergence, TIGR/FUTU
In this episode, we discussed many interesting stocks we are following
- What's the deal with TDOC+LVGO
Finally Tencent has pushed for HUYA+DOYU merge
Why is TTD and ROKU sending different signal about 2nd half
China Robinhood, TIGR/FUTU
Enjoy and please leave us feedback
Apple Podcast:
https://apple.co/3gSbPo8
Spotify:
https://spoti.fi/3izzFpa
...more
29min
August 05, 2020Episode 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?
...more
20min
July 31, 2020Episode 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!
...more
28min
July 10, 2020Episode 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.
...more
27min
June 23, 2020Episode 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
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24min
June 17, 2020Episode 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
...more
20min
April 23, 2020 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

...more
21min

FAQs about Trade Ideas by DX2 Capital:

How many episodes does Trade Ideas by DX2 Capital have?

The podcast currently has 15 episodes available.