
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)
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Jul 21, 2021
29 min

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: 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
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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
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Support this podcast: https://anchor.fm/sunnypoint/support
Jan 22, 2021
51 min

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: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF
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Support this podcast: https://anchor.fm/sunnypoint/support
Jan 14, 2021
30 min

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.
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Support this podcast: https://anchor.fm/sunnypoint/support
Jul 3, 2020
30 min

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?
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Support this podcast: https://anchor.fm/sunnypoint/support
Apr 14, 2020
38 min

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! :)
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Support this podcast: https://anchor.fm/sunnypoint/support
Apr 1, 2020
30 min

This episode explains the concept of fractional investing and how it can dramatically change the way you invest.
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Oct 8, 2019
11 min

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.
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Support this podcast: https://anchor.fm/sunnypoint/support
Jun 4, 2019
36 min

This episode covers Q4 (2018) earnings of the 4 tech giants (Facebook, Microsoft, Amazon, and Google) and how am I positioned.
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Support this podcast: https://anchor.fm/sunnypoint/support
Feb 25, 2019
37 min

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.
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Support this podcast: https://anchor.fm/sunnypoint/support
Jan 3, 2019
20 min
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