Invest for the Long Term
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Podcast Overview
<p>In this show we discuss investing topics such as bottom up company analysis, investment strategies and others.</p>
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Publishing Since
3/13/2022
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Recent Episodes
April 24, 2022
Market Crash, Interest Hikes, Big Techs, $ARKK Trading (TCSS on 24 Apr 2022)
<p>Thanks to members who joined the TCSS discussion, especially Ms. Billion Achiever, Boonsong, Jeremy and Martin =)</p><p><br></p><p>Join our Telegram Group</p><p>https://t.me/+9fuVU7Mu-gcwNjNl</p><p><br></p><p>0:00 - Anyone got loss porn to share? Mine -25% year-to-date</p><p>7:50 - With MANGA + T (N being Nvidia) at their current state (price, news, development), what's one stock you would buy now?</p><p>12:12 - Netflix explained that part of slowdown is due to pullout of Russia. Worried about other tech companies that pulled out also, especially AAPL and GOOG as they are big percentage in SNP500</p><p>16:45 - Anyone worried about earnings? Because last year earnings are so good, AAPL MSFT GOOG NVDA NFLX EPS +50% to 100%. Slowdown in those numbers destroy them?</p><p>18:10 - Analyst are predicting 1 in 3 chance of recession. People who buy stocks last year has chance of lost years or decade?</p><p>21:45 - Are some stocks in the market cheap now or too expensive before?</p><p>32:00 - Any reason why your allocation to GOOG is quite low compared to say AMZN, AAPL? Thinking its valuation is starting to look quite attractive</p><p>37:29 - Market crash now???</p><p>42:30 - Are ARKK or Cathie Wood doing market timing and what's your view?</p><p>52:49 - With growth stocks taking a hit, so is my leap calls. What should I do?</p><p>1:02:20 - Boon Tee latest trades / portfolio adjustment this year and plans going forward? Still DCAing? What is the current market thesis now till 2023?</p><p>1:16:44 - Seems like everyone around me is holding off on buying any more stocks until at least FOMC is over in May. Market capitulating in the next few weeks?</p><p>1:21:10 - Assuming if black swan happens in the next few months, how long do you think the market will crawl back the ATH in Dec/Jan?</p><p>1:25:12 - Is it realistic to be able to make $6,000 per month doing options as advertised in YouTube videos? Without being too complicated, how is it done?</p><p>1:33:20 - Why people buy government bonds for 2-3%, when inflation is at least 5% isn't that aiming to bao lose?</p><p>1:37:09 - Dow Jones proves to be the most resilient market year to date, time to play safe by moving there now?</p><p>1:38:18 - Views on the Fed's plan from the FOMC?</p><p>1:40:55 - What happen during a margin call?</p><p>1:42:36 - I don't know how to pick stocks, but I know how to pick good investors. My return is 16.5% for the past 10 years by following the best. That's good enough.</p><p>1:43:44 - Want to add stocks but with earnings coming + May rate hikes, feel unsurer if should wait - Know that market timing isn't recommended but can't help feeling this</p><p>1:45:49 - Macro outlook so far looks pessimistic (China housing, governance not having clear rule of law, Ukraine war and proxy wars, should we hoard cash now?</p><p>1:48:34 - What is your opinion on NFLX? Opinions right now is divided about their recent earnings call, and what do you think about their plans?</p><p>1:50:57 - What is your view of ETFs 1) Similarly shouldn't time entry; 2) between S&P500 and world index ETFs - What is your views on pros and cons? And preference?</p><p>1:55:07 - "20% market down don't mean 20% of capital liquidate to cash" - Could you explain in detail? How about market up 20%, is it same?</p><p><br></p>
April 17, 2022
Big Tech, Semicon $TSM $NVDA $AMD, Big Pharma (TCSS on 17 Apr 2022)
<p>Join our Telegram Group</p><p>https://t.me/+9fuVU7Mu-gcwNjNl</p><p><br></p><p>Timestamp:</p><p>0:00 - Introduction</p><p>1:32 - Top 4 techs growing 15-20% CAGR last 10 years, can they continue those number given the large market cap / saturation and global economy slowing down?</p><p>11:38 - Is China tech still a buy now given the continued zero covid policy? Will they outperform US tech?</p><p>22:34 - How come Munger sell Alibaba?</p><p>25:48 - I don't have time to keep track on individual companies while being busy with my full day job. Any suggestions better than just DCA on broad based ETFs.</p><p>31:54 - Have a bit lost faith in stock picking. Keep underperforming the SNP 500 this year. Even last year also didn't beat, because of China stocks.</p><p>40:03 - Buffett said it is difficult to consistently beat the SNP500 long term. How true is that? Think many beat SNP 500 by holding top 4 techs or even QQQ past 10 years.</p><p>51:49 - What is your net worth currently?</p><p>54:15 - People always say 100k by 30. After hit what's the next financial target?</p><p>58:54 - Any thoughts on semicon (TSMC, NVDA, AMD) that seems to have taken a hit recently?</p><p>1:16:57 - Any guide or cash deployment strategies to share for regular salaried individuals? E.g. How many buys per month or % of income to deploy?</p><p>1:20:55 - What is your take on pharma stocks like Merck, Novartis, Pfizer etc. in the current climate and at least in the next 3-5 years?</p><p>1:34:37 - What is your view on commodity stocks?</p>
April 3, 2022
Invest in REITs, Tesla Delivery, Yield Curve Inversion
In this episode we talked about REITs investment, yield curve inversion and also Tesla delivery updates
5 total episodes available
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<p>In this show we discuss investing topics such as bottom up company analysis, investment strategies and others.</p> - How often does this podcast release new episodes?
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