The SunnyPoint Podcast
By Sunny Goklani
Welcome to The SunnyPoint Podcast, where we discover and explore the sunny (bright) side of all things, including: investing, stock ideas, business, photography, comedy, project management, philosophy, etc.
The SunnyPoint PodcastApr 02, 2023
00:00
32:09
Investing: Q1 2023 Review, Takes & Q&A
This episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint)
Apr 02, 202332:09
2021 Picks: Year-end Review
I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)
Jan 07, 202225:59
2021 Model ETF: Half Yearly Review
I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)
Jul 21, 202129:39
Growth Investing Mindset w/Brian Feroldi
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
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Links, Brian Feroldi:
1) Twitter: @brianferoldi
2) Link to Brian's Checklist: boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx
3) His articles: 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: www.sunnygoklani.com/boardgame.html
- Youtube Link: bit.ly/sunnypoinyinvestingyoutube
- 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: boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx
3) His articles: 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: www.sunnygoklani.com/boardgame.html
- Youtube Link: bit.ly/sunnypoinyinvestingyoutube
Jan 22, 202151:02
2021 Model Portfolio: 10 Stocks for 2021
In this episode, first of 2021, 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: bit.ly/SP2021ETF ; Live Portfolio tracking: bit.ly/2021ETF
Jan 14, 202130:07
How to Deal with FOMO (Fear of Missing Out)
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 and DraftKings.
Jul 03, 202030:39
Investor Round table, Apr 13 2020
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?
- 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?
Apr 14, 202038:02
Covid-19 and Stock Markets: Where do we go from here?
This episode covers Covid-19'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! :)
Apr 01, 202030:23
What is Fractional Investing?
This episode explains the concept of fractional investing and how it can dramatically change the way you invest.
Oct 08, 201911:51
Beyond Meat: Should you Bite?
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.
Jun 04, 201936:23
Tech Earnings (Q4 2018) and Positioning
This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
Feb 25, 201937:09
Apple: Is it China, or is it iPhone?
Apple lowered iPhone guidance for the first time ever and fell further, now losing ~$450 Bil from its top. What's behind the cut: is China really the problem? or has iPhone peaked? Join me, as I dive in.
Jan 03, 201920:60
2018 Bear Market; Recession Coming?
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?
Dec 30, 201836:09
My suggestions to Retailers: from Black Friday, 2018 experience
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 omnichannel.
Nov 26, 201842:25
October Sell off: Views & What to Buy
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.
Oct 15, 201828:20
Apple's iPhone vs Amazon's Alexa Strategy
This episode discusses Apple's iPhone launch event and Amazon's Echo event. It delves into how two giants are taking opposite approaches to products and platforms in very different markets: Smartphones and Internet of Things.
Sep 24, 201839:38
Tesla is Staying Public: What Happens Now?
Episode discusses latest developments in Tesla's privatization story, whether it was the right decision imo and what should they do now.
Aug 29, 201812:54
Reviewing Largest Chinese Tech Firms: Alibaba & Tencent
This episode reviews the earnings of China's two biggest internet firms and discusses my take on their operational performance, future, and investment opportunity.
Aug 27, 201836:39
Can & Should Tesla Go Private?
I explain the timeline of Musk tweets, letters and NYT interview with my take on each, before answering 2 critical questions: Can Tesla Go Private? and whether it should?
Aug 19, 201843:01
How to invest in China?
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.
Aug 12, 201835:41
Facebook lost $120 Bil in Market Value in a Day: What's next?
This episode explains 3 reasons behind the $120 Bil fall in Facebook's market value and provides: facts, mgmt comments and my take on each. I conclude with my stance on the company, the business and the stock.
Jul 30, 201834:44
The Million Dollar Spread sheet: 5 ways to be worth more when you die
This episode explains an Excel model which tells you which year you'd be a millionaire in, and what'd you be worth when you die. Moreover, it lays out 5 essentials that you should follow to be worth more when you die: Make more, save more, start early, invest well, stay healthy! If you liked it, do subscribe and share with your friend. Feel free to write to me and ask or a free copy of the model. I'll love for you to try it yourself.
Jul 16, 201832:47
Camping World: Is it time to Buy?
We explore the business model of Camping World Holdings Inc, study their operational performance over last 5 years and assess their valuation. We end with a recommendation to either buy/hold/sell the stock.
Jun 25, 201854:35