
On this episode, I take a look at Snowflake after the IPO. I look at the financials as well as what the Cloud Warehousing business dynamics are. This is not investment advice. This is for educational purposes only.
Sep 23, 2020
18 min

On this episode, I do a sum of parts analysis on Uber. In it, I look at it's delivery business and all the international assets it has. In addition, I do a Financial Analysis on Uber. This is not investment advice. This is for educational purpose only.
Aug 28, 2020
22 min

On this episode, I discuss GrowGeneration Corp. I talk about this company's prospects and the industry they're in. In addition, I take a look at what the business is, conceptually. This is not investment advice. This is for educational purposes only.
Aug 25, 2020
18 min

On this episode, I look into the Streaming Industry. I do a deep dive and analyze the vertical nature of the industry. In it, I discuss TVOD, AVOD and SVOD. This is not investment advice. This is for educational purposes only.
Aug 17, 2020
23 min

On this episode, I look at a tech company called Zendesk Inc. I go through the business and try to understand it conceptually. Then, I also explain how I found this stock and do a financial analysis. This is not investment advice. This is for educational purposes only.
Aug 16, 2020
21 min

On this episode, I take a look at ViacomCBS Inc. This is a company that is now competing in the streaming wars with its two growing platforms - CBS All Access and Pluto TV. I look at the merged company and do a financial analysis on it. This is not investment advice. This is for educational purposes only.
Aug 12, 2020
35 min

On this episode, I do a deep dive into The Walt Disney Company. Here, I look at the many different parts that make up Disney. I do a financial analysis on the company. Also, I take a look at their growth prospects. This is not investment advice. This is for educational purposes only.
Aug 8, 2020
28 min

On this episode, I do an analysis of Verso Corporation. Here, I do a sum of parts analysis on the company by looking at the paper mills it owns. I also look at past mills the company had sold and what the balance sheet looks like. This is not investment advice. This is for educational purposes only.
Aug 3, 2020
32 min

On this episode, I take a look at Kodak. This is a company whose stock went parabolic in just 2 days' time. They're an old-school American brand that was chosen for a government loan of 25 years in order to manufacture pharmaceutical ingredients. It's considered strategically important to the U.S. to onshore a lot of their pharmaceutical manufacturing. This is not investment advice. This is for educational purposes only.
Jul 29, 2020
29 min

Ep 30: Pershing Square Tontine Holdings $PSTH - Bill Ackman SPAC Stock Analysis - The Value Investor
On this episode, I take a look at Pershing Square Tontine Holdings, a new SPAC. PSTH is a new SPAC that is being championed by Bill Ackman. I look into what the SPAC has as its criteria for an acquisition. I also do a detailed analysis of what PSTH is. This is not investment advice. This is for educational purposes only.
Jul 27, 2020
14 min
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