The SunnyPoint Podcast
The SunnyPoint Podcast
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. Support this podcast: https://anchor.fm/sunnypoint/support
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) --- Support this podcast: https://anchor.fm/sunnypoint/support
Jul 21, 2021
29 min
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 --- 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 --- Support this podcast: https://anchor.fm/sunnypoint/support
Jan 22, 2021
51 min
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: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF --- Support this podcast: https://anchor.fm/sunnypoint/support
Jan 14, 2021
30 min
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. --- Support this podcast: https://anchor.fm/sunnypoint/support
Jul 3, 2020
30 min
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? --- Support this podcast: https://anchor.fm/sunnypoint/support
Apr 14, 2020
38 min
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! :) --- Support this podcast: https://anchor.fm/sunnypoint/support
Apr 1, 2020
30 min
What is Fractional Investing?
This episode explains the concept of fractional investing and how it can dramatically change the way you invest. --- Support this podcast: https://anchor.fm/sunnypoint/support
Oct 8, 2019
11 min
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. --- Support this podcast: https://anchor.fm/sunnypoint/support
Jun 4, 2019
36 min
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. --- Support this podcast: https://anchor.fm/sunnypoint/support
Feb 25, 2019
37 min
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. --- Support this podcast: https://anchor.fm/sunnypoint/support
Jan 3, 2019
20 min
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