Explaining my thought process as I invest in two Chinese SaaS companies - Aurora Mobile $JG and WiMi Hologram Cloud $WIMI.
Also a short comment on my current thinking around one of my most profitable trades, $FUTU.
At time of podcast, $JG is at 5.75 and $WIMI is at 10.03. As you can hear in the podcast, I am far more worried about WIMI than $JG, so I intend to sell $WIMI if it gets near $15 or so.
21 Jan 2021
FAANG 2020 Q4 Earnings Preview
Earnings preview for Apple, Amazon, Facebook, Google
BORING NUMBERS EPISODE
not investment advice
20 Nov 2020
( Redacted - old info )Stock pick for 2021: FUBO
The new number one holding in my portfolio goes to streaming/CTV company FUBO. At time of publish FUBO is at 23.65. —————————— NOTE: I would sell this (date Jan 21/ price 34). Different stock of the year coming in new pod
26 Oct 2020
Apple Earnings Preview + IPhone 12 Sales Predictions
Predicting massive blowout IPhone 12 sales BUTTT watch out as its not necessarily going to be reflected in the upcoming earnings. Not investment advice.
22 Oct 2020
Snapchat Q3 2020 Blowout And Reactions from Facebook, Twitter, and Pinterest
What can we learn from Snapchat's huge earnings beat in relation to its peers in digital media like Facebook, Twitter, and Pinterest? Not investment advice.
21 Oct 2020
Don’t Have a Cao - Podcast Trailer
Reach and audience
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Apple Podcasts (US)
5.0 / 5
7 ratings
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