We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies? - How to think of P/E and P/S multiples? - What would higher interest rates do to high flying tech stocks? - Is there a price where a stock becomes a hold vs a buy? - How to evaluate companies you may not be a consumer of? - How much does Brian cap his invested capital/stock and how he lets winners run - How does an all-FANG portfolio compare to one comprising of mid-cap growth - Much more - Fire Round: we find out - 1) Brian's top picks for 2021, 2) Brian's favorite SPAC, 3) Books every investor should read --- Links, Brian Feroldi: 1) Twitter: @brianferoldi 2) Link to Brian's Checklist: https://boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx 3) His articles: https://www.fool.com/author/14471/ 4) Substack: brianferoldi.substack.com --- Links, Sunny Goklani: I reply to ALL DMs on my Instagram and to present a investment best practice every Tuesday. Reach out with questions/comments/suggestions - 1) Instagram: @thesunnypoint 2) Twitter: @ABraveBull - Board Game Link: http://www.sunnygoklani.com/boardgame.html - Youtube Link: http://bit.ly/sunnypoinyinvestingyoutube

SunnyPoint Investing

Growth Investing Mindset w/Brian Feroldi

In this episode, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF

2021 Model Portfolio: 10 Stocks for 2021

FOMO-inspired decisions can ruin your investments, and self care. In this episode, I explain how I deal with FOMO, and adjust my investment decisions. I go through: A) 3 ways you may have FOMO of opportunities, B) 3 ways your portfolio can be negatively impacted by having FOMO, and C) 3 steps I take to deal with it. I also cover my reasoning behind starting recent positions in Spotify, Gan International, Penn Gaming, and DraftKings.

How to Deal with FOMO (Fear of Missing Out)

In this episode, we discuss:- Have markets bottomed?- Is the optimism pre-mature?- Which companies will bounce back the strongest when shutdown ends?- How to approach the upcoming earnings season?---Support this podcast: https://anchor.fm/sunnypoint/support

Investing Roundtable, Apr 13 2020

This episode covers Covid-19&#39;s impact on markets and the economy. I cover what I see as the base case, best case and worst case. And if you’re even slightly optimistic, what look like good buys to me right now. Happy investing and stay safe! If you found this helpful, please share the episode with friends/on your social feeds, and leave a good review :)

Covid-19 & Stock Markets: Where do we go from here?

This episode explains the concept of fractional investing and how it can dramatically change the way you invest. In case of any questions, feel free to reach out on social media: Twitter: @ABraveBull ; Facebook: fb.com/WallStreetGuru

What is Fractional Investing?

In this episode, I cover the Beyond Meat (recent IPO): the hype, the business, and the bull and bear cases. I also discuss the current and upcoming competition, and end with where I am on the company and the stock. --- Support this podcast here: https://anchor.fm/sunnypoint/support

Beyond Meat: Should You Bite

This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.

Tech Earnings & Positioning: Q4 2018 (Facebook, Microsoft, Amazon, Google)

We're officially in a bear market now. Big Question: Is recession coming? In this episode, we discuss recession fears, effect on stocks, and what should be your investment strategy? --- Picture source: Kennon Financial

2018 Bear Market: Recession Coming?

This episode dives deep into 3 ways that I believe every retailer can do much better, to provide better experience and gain more market share: A) Store Mgmt, B) In-Store Service, and C) True omni-channel. The experience is derived over time, but specific cases around Black Friday (Thanksgiving) season of 2018 are mentioned. If you'd like to discuss ideas further (casually/professionally), contact me at: sunnyk.goklani@gmail.com. The cover art is from Macy's in Center city, Philadelphia.

Suggestions to Retailers for Providing better experience & Gaining Market Share

Markets sold off 5% in the last week, led by interest rate sensitive sectors. In this episode, I break down the reasons of the scare, discuss how different sectors are performing, and end with what I'm buying or selling.

October Sell-off: Views & What to Buy

We discuss: Musk's decision to stay public, whether it was the right decision imo, and what should they do now. Pic Source: Washington Post

Tesla is Staying Public- What Happens Now?

This episode reviews the earnings of China's two biggest internet firms (Alibaba & Tencent) and discusses my take on their operational performance, future, and investment opportunity. --- Pic Source: WalkTheChat

Reviewing Largest Chinese Tech Firms: Alibaba & Tencent

I explain the timeline of Musk tweets, investor letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should? Pic source: NY Times

Can & Should Tesla Go Private?

This episode explains the Chinese tech landscape. It covers 3 companies that rule the internet ecosystem and 4 other names that have a handsome potential. At the end, I suggest how I'm allocating capital from portfolio management perspective.

How to invest in China?

Focus is on Growth stories and we pounce when they reach a reasonable price. We discuss individual stock ideas and markets in general. Once in a while, we talk about personal finances and market strategies (depending upon received requests). You can support my content here: https://anchor.fm/sunnypoint/support