YOLO Capital

Gilmore Cabochan and Eric Sugar discuss (and review) Celsius energy drinks, the company's impressive growth profile, and future valuation prospects. Recorded on March 14, 2024.

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 2, and discuss the performance of their respective stock picks vs the S&P index.

Recorded on January 24, 2024. 

Link for Portfolio Tracker for Season 2: https://bit.ly/YOLO_Season_2

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Rivian's electric truck and SUV products (R1S and R1T), their profit margins, and future growth prospects. Recorded on October 29, 2023.

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss the recent IPO of the fast growing fast casual Mediterranean restaurant chain CAVA. Recorded on September 10, 2023.

Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: ⁠https://bit.ly/yolocapitalpodcast⁠

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Cryptopunks, the OG NFT collection, and the bull and bear arguments for NFTs in general and the role of Cryptopunks in the space. Recorded on September 22, 2022.

Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Ethereum (ETH), the second largest cryptocurrency by market capitalization, which is slated to undergo a major change in its architecture in Fall of 2022 (aka the Merge). Recorded on July 11, 2022. 

Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Domino's Pizza (DPZ) as a stealth growth stock matching and in some cases beating the returns of FANG stocks, discuss the operating leverage in its franchise model, the effects of inflation on the business, and speculate on its future. Recorded on February 13, 2022.

[NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/T5mFxnrve9I] 

Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

Gilmore Cabochan and Eric Sugar discuss Constellation Software (CSU.TO), its remarkable run over the past 15 years as a public company, its reclusive CEO Mark Leonard, its shift in business strategy going forward and speculate on its future. FYI - The stock ticker mentioned in the episode is CSU, which is the ticker for the Toronto Stock Exchange and is denominated in Canadian dollars. Investors based in the US can purchase the American Depositary Receipt (ADR) for Constellation Software, which trades under the ticker symbol CNSWF. Recorded on January 31, 2022.   

[NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/fiDWRLQZI7o]

Is there a stock or topic you'd like to hear more about?  Let us know by filling out this form: https://bit.ly/yolocapitalpodcast 

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Coupang (CPNG), the fast growing "Amazon of South Korea". We discuss their strategy for succeeding in South Korea's e-commerce environment, the current valuation of the company, and speculate on its future. Recorded on December 26, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

In this episode, Gilmore Cabochan and Eric Sugar discuss Dutch Brothers (BROS), a fast growing coffee retailer that is the "bro" version of Starbucks. We discuss their unique drink menu, the loyalty of its fan base, the current valuation of the company, and speculate on its future. Recorded on November 21, 2021. 

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.