
Season two of Tech Investors Podcast (TIP) kicks off with a packed episode in which Suhail recaps some of his previous holdings including payments company Square (SQ), the electric vehicle maker Fisker (FSR), and software giant SAP (SAP).
Furthermore, in stocks to watch this week he provides insights on video gaming company Electronic Arts (EA) and discusses Disney (DIS) with their earnings expected this week in comparison to Netflix (NFLX) which reported disappointing earnings last month and has been struggling to regain its momentum.
Also, at the end of each podcast, Suhail will also share insights on the cryptocurrencies (the new tech) helping both beginners and active investors in crypto understand the opportunities and challenges in the market. In this week's episode, Suhail talks about Ethereum (ETH), Bitcoin (BTC) and the irrational Dogecoin (DOGE).
Enjoy and follow us on Linkedin and Twitter for stock and market updates throughout the week:
https://www.linkedin.com/company/techinvestors/
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May 10, 2021
35 min

In today's weekend podcast, Suhail recaps his stock ideas/picks of 2020, breaking down how they performed and if he's still holding, adding or selling his positions. It's longer than a usual episode at 40 mins but well worth the listen. Even if you do so in two parts. You'll get great insights on Suhail's investment process as well as how he is positioning his tech portfolio given the market rally. Yes, he does talk about Tesla as well.
Here's a summary of Suhail's stock ideas of 2020 and their performance to-date:
+259% - Senseonics Holdings (SENS)
+37% - Blackberry (BB)
+27% - Square (SQ)
+15% - SAP SE (SAP)
+6% - Pioneering Technology (PTE) on TSXV
-12% - Fisker (FSR)
Enjoy, invest wisely!
Jan 17, 2021
38 min

For the first podcast episode of 2021, Suhail reviews the top performing tech stocks for the previous year. Sharing the lucky seven tech companies that added $3.6 trillion in market capitalisation in 2020 driving a blockbuster year for tech stocks. Plus his thoughts on the tech sectors likely to outperform in 2021. Listen and enjoy!
Jan 3, 2021
17 min

The time to think about taxes on your investment portfolio is not when you're preparing taxes in a few months, but now. There are several things to consider as we head into the new year which can help reduce your tax bill and improve the performance of your portfolio.
In the last episode before Christmas, Suhail shares a few tax minimisation strategies such as Tax-Loss Harvesting and Tax-Deferral which for U.S. and Canadian investors will need to be considered and implemented before the last day for tax-loss selling which is December 29th this year. Stocks purchased or sold after this date will be settled in 2021, so any capital gains or losses will apply to the following tax year.
Suhail also introduces you to Tax-Loss buying opportunities which often arise in small and micro-cap companies as well as the Dogs of the Dow strategy which could be a winning approach for the non-technology component of your portfolio next year.
Wishing everyone a safe and happy holiday!
Dec 20, 2020
22 min

On weekend episodes of the podcast, Suhail introduces listeners to tech companies with a potential 50-100% upside over the next twelve months. Today, Suhail talks about a MedTech company listed on the AMEX that has been crushed over the years and is 85% below its all-time high of over $5 a share.
The company develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes primarily in Europe. Its products are an implantable CGM system to measure glucose levels in people with diabetes 24/7 and for a period of up to 90 and 180 days. Listen to the podcast to learn more about the company and why it got Suhail's attention.
Dec 13, 2020
19 min

What a week for IPOs as both Airbnb and DoorDash share prices rocket on their first day of trading closing up 113% and 86% respectively. Both companies, Airbnb particularly left a lot of money on the table as they should have better-anticipated demand considering DoorDash went public just yesterday demonstrating the market appetite.
So now what? For all the tech investors that didn't get a piece of the shares at the IPO price, is it worth buying at these levels? What's an alternative way to participate in the IPO market? In today's episode, Suhail shares his thoughts and strategy for investing in IPOs and tech sector.
Dec 10, 2020
22 min

Last week Blackberry formerly known as 'Research in Motion' announced a deal with Amazon.com to develop a secure and intelligent connected vehicle software platform for in-vehicle applications using its QNX operating system. It will essentially enable AWS’ IoT services in the cloud and in the cars a comprehensive edge-to-cloud offering for car brands that use AWS services. It could be huge for the automotive sector, autonomous driving and propelled the dynamics of the automotive sector, led to Blackberry shares moving up almost 50% for the week.
How far can it go? Suhail discusses Blackberry and what to expect in 2021 as well as the hot new IPO's coming to market this week, AirBnB and food delivery company DoorDash.
Dec 6, 2020
24 min

This year has seen unprecedented growth in environmental, social and governance (ESG) investing with Morningstar reporting total assets of ESG funds hit $1 trillion for the first time. In today's episode, Suhail helps you understand the difference between ESG and socially responsible investing (SRI) and impact investing. Often the three terms are incorrectly used synonymously. As technology investors, there is a silver lining for us as most tech companies qualify as ESG investments. The increasing money flows into ESG assets can provide a tailwind for tech stocks.
Dec 3, 2020
22 min

Is the 'rip-roaring rally' in electric vehicle (EV) makers coming to a screeching halt? Forget Tesla shares which are up over 500% YTD, the real winner has been NIO, it's Chinese competitor which is up 1,243% YTD and mind-boggling 2,459% from its March low when the shares could've been bought for just $2.11... the shares closed at $54 on Friday! In today's episode, I share which EV stock I'd be buying and why. Expect to be surprised and worth the listen for my 'undiscovered' EV company to consider going into December.
Nov 29, 2020
23 min

Bitcoin and cryptocurrencies had a spectacular price surge in late 2017 approximately at the same time of the year as it is once again having this year. Is history about to repeat itself? Bitcoin hit an all-time price of $19,783 on December 17th, 2017 falling just short of $20,000 mark. Other cryptocurrencies referred to as 'altcoin' had even greater price increases with Ripple going from $0.20 to $3.38 in a matter of months from Oct - Jan 2017 before crashing back down to $0.28 by summer of 2018.
However, there is a key distinction between the 2017 bull run and now, institutional investors. Suhail shares his experience of the 2017 crypto bull run and what lessons we can learn.
Nov 26, 2020
23 min
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