Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast
Do you remember the biblical story of David and Goliath, a story about a warrior who used his wits and strengths to defy the impossible?
Picture this and put yourself in a financial environment. You are an inexperienced investor who is trying to outsmart the financial markets but the odds are not in your favor and you don’t have the financial literacy to understand how to value a company or how complex financial markets work. Your disposable capital is stored in a bank bleeding dry to inflation, where do you start?
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EP42: Unpacking the Energy Beverage Boom w. Simon Erickson
Watch on YouTube (https://www.youtube.com/watch?v=haRLLIxzNQg&t=2987s)
In this episode, we learn about the energy drinks industry, how it came about and whether the beaten down energy drink Celsius with the stock ticker ($CELH) is a growth trap and why one of our favorite guests, Simon Erickson, who is the CEO and Founder of 7investing, has changed his views on Celsius in less than 11 days.
Episode Timestamps:
(00:00) Introduction
(02:49) Investment Philosophy and Approach
(06:54) Deep Dive into Celsius Holdings
(20:07) Celsius vs. Competitors
(24:02) Energy Drink Industry Challenges
(38:07) Celsius's Business Model
(40:25) Reevaluating Celsius: Red Flags and Concerns
(42:08) The Pepsi Partnership: A Double-Edged Sword
(50:13) Management and Insider Selling Issues
(56:05) Energy Drink Market Leaders
(59:30) Simon's Investing Lessons and Takeaways
Read Simon Erickson's 7investing.com articles:
7 Reasons to Sell Celsius (https://7investing.com/company-update/7investing-special-update-sell-celsius-holdings/)Why I Bought and then Sold Celsius This Summer (https://7investing.com/articles/why-i-bought-and-then-sold-celsius-this-summe /)
Affiliate Sponsor: 7investing
Subscribe to 7investing's yearly newsletter subscription for only USD$170 and get a USD$25 Amazon e-gift card now: https://7investing.com/subscribe/
PROMO CODE: GOLIATH
*Terms and Conditions apply
More details: https://www.patreon.com/posts/7investing-x-me-112545229 (https://www.patreon.com/posts/7investing-x-me-112545229)
Follow Simon Erickson on X (X: https://twitter.com/7Innovator)
Follow Kelvin Han (Podcast Host)
X (Twitter) : https://twitter.com/kelvinMMGoliath
Me & The Market Goliath Podcast X Twitter : https://twitter.com/memarketgoliath
Instagram: Mmarketgoliath
Disclaimer: No investment advice. This podcast episode is for entertainment and informational purposes only.
7 Aug 2024
EP41: Winning Long-Term Games w. Luca Dellanna
We inited Luca Dellanna who is the book author of Ergodicity and Winning Long-Term Games: Reproducible Success Strategies to Achieve Your Life Goals to help us understand what Ergodicity means and how we can apply it to investing and in life.
Episode Timestamps:
(00:00) Introduction
(02:16) Luca's Profession
(03:19) Ergodicity
(04:15) Real life examples
(07:50) Why survivorship bias is a big part of winning long-term
(11:00) Comparing strategies and self-awareness in life
(13:48) Thinking long-term mental model
(15:00) Components of long-term goals
(15:33) Delayed gratification and comparing
(18:35) Why playing long-term enables gratification
(20:00) Alice's short-term versus Bob's long-term strategy
(24:00) What's the best way to compare for self-improvement?
(25:59) Understanding how others fail
(28:00) What does investing mean to Luca?
(31:29) What is the Kelly Criterion?
(35:55) Why are moody people more efficient than mood-less individuals?
(38:52) Excesses in life
(39:50) How do we evaluate and teach luck?
(45:29) Different types of luck and how to increase luck
(48:00) De-risking in life and eliminating mixed feelings
(51:15) Luca's biggest investment mistake
Follow Kelvin (Podcast Host) on X (Twitter) : https://twitter.com/kelvinMMGoliath (https://x.com/kelvinMMGoliath)
Official Podcast on X : https://x.com/Memarketgoliath (https://x.com/Memarketgoliath)
Subscribe to YouTube (https://www.youtube.com/@MeandTheMarketGoliathPodcast)
Follow Luca Dellanna on X: https://twitter.com/DellAnnaLuca (https://x.com/dellannaluca)
Luca's Website (https://luca-dellanna.com/)
NO FINANCIAL OR INVESTMENT ADVICE
6 May 2024
EP40: A compilation of most mentioned investing mistakes
Do you believe in shortcuts in life?
I've compiled all the investing mistakes that were mentioned on Me & The Market Goliath Podcast by every valued guest speaker on the show and narrowed down into 10 of the most frequently mentioned investing mistakes.
Follow Kelvin (Podcast Host): https://twitter.com/kelvinMMGoliath (https://twitter.com/kelvinMMGoliath)
Official Podcast on X : https://twitter.com/Memarketgoliath (https://twitter.com/Memarketgoliath)
Subscribe: Youtube: https://www.youtube.com/@MeandTheMarketGoliathPodcast (https://www.youtube.com/@MeandTheMarketGoliathPodcast)
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