Stock Club
Stock Club
Sep 4, 2020
Is Zoom Overvalued?
Play episode · 49 min

After one of the most spectacular quarterly reports in recent memory — including a 355% jump in revenue — Zoom is now touching all-time highs. What contributed to such a performance, what does the company need to do next, and is the stock too expensive at today's prices?

In this episode, we also discuss:

  • The road to recovery for three companies — Trip.com, Eventbrite, and Vail Resorts — that were hit hard by the pandemic.
  • The investing lessons we can learn from the game of poker.
  • And the two companies at all-time highs that we'd still invest in today.

Make sure you don't miss out on all the great stuff coming to MyWallSt in September. Sign up for your free trial of here — https://www.media.mywallst.com/desktop?utm_campaign=new-stock-promo&utm_medium=show-notes-link&utm_source=podcast-host

 

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

Value Investing with Legends
Value Investing with Legends
Columbia Business School
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Today’s conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partner and Chief Investment Officer. Before that, he was a Vice President of T. Rowe Price, T. Rowe Price Group Chief Investment Officer for U.S. Equity Growth, the lead Portfolio Manager for the U.S. Small-Cap Growth Equity Strategy, and the Portfolio Manager for the New Horizons Fund. Anouk is a Partner of Durable who joined the firm at its inception in 2019. Before joining Durable, she was also a Vice President of T. Rowe Price Group, where she was an investment analyst in the U.S. Equity Division, focusing on small-cap growth stocks. Anouk also co-teaches the Compounders Independent Study at Columbia Business School. My students have heard me say many times that the future of investing must be one that combines exposure to private and public markets and that is flexible in its valuation approach and ideas, and that embraces disruption. That type of investing requires partners that are willing to commit capital for the long haul while being able to withstand the volatility of the market. That’s where Durable Capital Partners stands out. On this episode, Henry, Anouk, and I discuss how Henry developed his investment philosophy, how a liberal arts background gives you an advantage in the investment industry, Henry and Anouk’s lessons from their time at T. Rowe Price, Durable’s commitment to long-term relationships with the companies they invest in, their unique approach to knowledge acquisition, and so much more! Key Topics: * How Henry started his career in investing after exploring different fields (3:41) * The beginnings of Henry’s investment philosophy (6:04) * Major lessons from Henry’s study of the history of technology (8:53) * The benefits of a liberal arts background (9:41) * Why crisis is the true test of an investor (11:00) * The stroke of luck that took Anouk from ski racing to studying international relations (12:38) * How Anouk got the opportunity to spend her first year as an investor studying compounders (14:44) * Henry’s early role as an analyst at T. Rowe Price (18:18) * The move from traditional media analyst to managing the T. Rowe Price New Horizons Fund (19:59) * What you can learn from studying media companies in the early 2000s (21:00) * Why Henry started looking at private companies as investment opportunities (23:37) * Creating a systematic approach to investing in private companies (25:38) * The foundation for building a network of companies with unique access (26:51) * Advantages for public security analysts over venture capitalists in the private market (29:06) * What Durable wants to be known for (30:07) * How Durable’s perspective on relationships and long-term commitment are in alignment with entrepreneurs (31:18) * Durable’s approach to knowledge acquisition (34:01) * Looking at Shopify as a company that has gone from Act 1 and 2 to a potential Act 3 (37:05) * Durable’s approach to analyzing and supporting company leaders (41:24) * Managing the risk of human capital (45:25) * The importance of honoring your commitments and managing capital successfully during a crisis (47:46) * Eliminating the false dichotomies in the investment industry (51:59) * How you can reduce your learning trajectory around compounders (55:19) * The advantage of working in collaborative teams at Durable (57:26) * Idea sourcing as world-class fundamental investors (1:00:01) * Understanding the good to great thesis (1:01:22) * The value of deeply human investing (1:04:15) * Building on the human skillset (1:06:13) * How passive investing is affecting market volatility (1:08:30) * And much more! Mentioned in this Episode: * Durable Capital Partners Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
1 hr 11 min
Modern Value Investing with Sven Carlin
Modern Value Investing with Sven Carlin
Sven Carlin
My 5 Core Stock Market Investing Beliefs
This channel has passed 70k subscribers, I thank you for that. I wished to share the fundamentals of this investing channel by sharing my 5 core stock market investing beliefs: - the markets are not efficient - the efficient market hypothesis doesn't really work in the long-term and is something we can take advantage of. - long-term attitude - everybody is so focused on the short term and not on the long-term but the long-term really matters. Of course you can't forecast what will earnings be in 5 years, but you can forecast what will be the competitive advantages, the growth, the fundamentals, the risk etc. A long-term perspective tells you what will likely be the better investment in 5 years, that is all you need. - value or growth? Why not both? Growth is an essential part of value! - Research, research and research - the more stones you turn, the more ideas you can find that the market doesn't even see because it is myopic. - Hyperbolic discounting - everybody wants to double their money in two 3 years - if you want to double your money in ten years, you have an advantage and you will likely double it in 5, buy you must keep targeting doubling it in ten, not five. that is crucial. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD
18 min
Stock Market Buy Or Pass? Jose Najarro
Stock Market Buy Or Pass? Jose Najarro
Jose
2 HIGH GROWTH STOCKS TO BUY NOW!! SHOULD I ADD TO MY PORTFOLIO?
2 HIGH GROWTH STOCKS TO BUY NOW!! SHOULD I ADD TO MY PORTFOLIO?I share TWO high growth stocks YOU should be keeping an eye on this month. These could be TWO of the best high growth stocks to buy now, and I do a full in-depth analysis of ALL of them. SIGN UP FOR WEBULL !! FREE STOCKS!!: https://bit.ly/31PXXWh PATREON: https://bit.ly/3kgsUd3 DISCORD GROUP!! https://discord.gg/wbp2Z9S Support the Channel: https://bit.ly/3bmfCYN Twitch: https://www.twitch.tv/josenajarrostocks Twitter: https://twitter.com/_JoseNajarro CHGG stock price is currently all over after reporting its CHEGG earnings report.  I am considering if I should buy CHGG Stock. This is an CHGG stock analysis based on recent CHEGG stock news. Most information can be found in CHEGG Investors Relations. Too Late to buy CHEGG Stock? This is a look at CHEGG 2020 Earnings, CHGG Earnings. CHEGG Stock Price Today might be a bit overvalued to some. TWLO stock price is currently all over after reporting its TWILIO earnings report.  I am considering if I should buy TWLO Stock. This is an TWLO stock analysis based on recent TWILIO stock news. Most information can be found in TWILIO Investors Relations. Too Late to buy TWILIO Stock? This is a look at TWILIO 2020 Earnings, TWLO Earnings. TWILIO Stock Price Today might be a bit overvalued to some. Some of the questions I want to answer What are the best high growth stocks to buy OCTOBER 2020? what growth stocks to buy OCTOBER 2020? What Cheap Stocks to buy? What are good top growth stocks to buy?  Top Stocks to Buy Now -------------------------------------------------------------- DISCORD GROUP!! https://discord.gg/wbp2Z9S https://josenajarro.com/ https://twitter.com/_JoseNajarro Youtube: Jose Najarro Stocks & Star Wars  *Disclaimer: All content provided in any of my Social channels/videos/post/podcast and any other sort of communications are for entertainment purposes only. Talk to a financial adviser before making any decision*
21 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
The ETF Investor’s Guide To MLPs, With Alerian And ALPS
It has not been a good decade for MLP investors. Even with double digit yields, total returns on the sector are at -4% annualized going back to 2010. Alerian’s Stacey Morris believes that’s all about to change as 2021 will see meaningful growth in MLP free-cash-flow and dividends for the first time in years. SS&C ALPS' Paul Baiocchi also joins the conversation and goes under the hood of his firm’s 2 Alerian MLP ETFs, AMLP and ENFR. On this episode of Let's Talk ETFs - the first to focus specifically on MLPs in an ETF wrapper - we cover everything from why companies would choose the master limited partnership structure, the unique and often confusing tax code around MLPs (and how ETFs like AMLP and ENFR manage to largely sidestep it), differences between American and Canadian Partnerships, and how various outcomes in the upcoming Presidential election are likely to affect the broader MLP sector.  Show Notes 3:30 - How has the pandemic affected Stacey and Paul's work lives? 8:00 - What makes a company an MLP? What are the benefits of this structure? 10:30 - How are MLPs insulated from price movements in crude oil and natural gas? 14:15 - The outlook for MLPs in 2021 and beyond: Lowering CapEx, increasing FCF 22:00 - Dealing with the tax man: How do you get around issuing K-1s in AMLP? 26:00 - How are holdings selected and maintained for both ENFR and AMLP? 28:30 - Divergent performances: Why has ENFR outperformed AMLP? 34:45 - How much overlap is there between the holdings of these two funds? 37:00 - Biden vs. Trump: How will the outcome of the upcoming presidential election affect energy mid-stream players?
46 min
Stocktwits After Hours
Stocktwits After Hours
Stocktwits, Inc
Stocks Sucked, What Gives?
Today on After Hours: Stocks Sucked, What Gives? Is SAP in Trouble? CAT and MSFT Earnings Preview ___This podcast reflects only the opinions of the hosts and is intended for informational purposes only. It is not intended to serve as a recommendation to buy or sell any security either in a self-directed ST Invest LLC account or any other account, and is not an offer or sale of a security. The podcast is not a research report and is not intended to serve as the basis for any investment decision. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals and/or investment adviser for advice that is specific to your situation. All investments involve risk and the past performance of a security or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit or protect against loss. There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing. The price of a given security may increase or decrease based on market conditions and customers may lose money, including their original investment. All third party information provided in this podcast is not intended to serve as the basis for any investment decision and does not reflect the views of ST Invest LLC, StockTwits, Inc., or any of their subsidiaries or affiliates. Third party information referenced in this podcast has been obtained from sources that are generally deemed to be reliable, but their accuracy and completeness cannot be guaranteed. Therefore, Stocktwits, Inc., and its affiliates and subsidiaries assume no responsibility or liability for any errors or omissions in the content of the podcast. The use of or reference to third-party information in this podcast shall not be construed as an endorsement by or affiliation with the third-party information providers or their services. This podcast should not be copied, distributed, published or reproduced, in whole or in part. If you have any comments or questions, please contact rrosenberger@stocktwits.com
6 min
The Intelligent Investing Podcast
The Intelligent Investing Podcast
Eric Schleien
#122: Luis Sánchez - Net Net Investing
Summary In this episode of The Intelligent Investing Podcast, I sit down with Luis Carlos Sánchez. Mr. Sánchez is has a background in commercial law and is an avid net-net investor. If you are interested in Net Net Investing, I would also recommend listening to a previous episode with the Founder of Net Net Hunter, Evan Bleker. You can also watch Episode #122 of The Intelligent Investing Podcast on YouTube. Net Net Stocks Mentioned In this episode, we discuss three different net net stocks. Two of the companies either via myself or my clients are also shareholders in. One of the companies is a stock that Luis recently sold but it makes an interesting net net stock case study. Trilogiq SA (Paris: ALTRI) Trilogiq SA is a company based in France that specializes in the production and design of tubular structures for production lines. The company’s products and services are used to reduce non-productive areas, decrease operator movements, and optimize ergonomics, costs, and production times. It's a relatively simple and straightforward business. This makes an interesting net net case study due to the fact that a few years ago the now CEO (who is also the founder) brought in a new CEO to help grow the company. The business, in turn, took on debt to start new projects and they didn't exactly work out too well. During this attempted transition, some value funds that like "strong-moat" businesses started buying the stock. The Founder eventually took back the role of the CEO position in which he pretty much has absolute authority on the direction of the company being the largest shareholder at over 75% ownership in the business. During the past year, the Founder/CEO, Eric Courtin, started shutting down the money-losing projects and bringing the company back closer to its roots once again. They are also paying down debt and sticking to what they do best. Support.com We also highlighted Support.com (NASDAQ: SPRT) as it is another interesting situation. However, the company is much less compelling of an investment as it was back a few months ago pre-COVID. The company mainly focuses on online tech support which has been helped by COVID lockdowns. Ref Holdings We also discussed REF Holdings Limited (HKSE: 1631). The company provides ancillary services such as the provision of conference room facilities and financial printing services for the financial sector in Hong Kong. Ref offers a wide range of financial printing services, from typesetting, proofreading, translation, design, printing, web submitting, newspaper placement to distribution. Luis bought the stock below net cash and recently sold out. HELP OUT THE PODCAST If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: * Apple Podcasts * Stitcher * TuneIn * Spotify * Podbean * iHeart Radio * YouTubeCONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
46 min
Swing-Trading the Stock Market
Swing-Trading the Stock Market
Ryan Mallory
Trading Real Money in the Stock Market
A lot of people get their start in the stock market paper trading, but does paper trading do anything to really help you understand whether you are a a good or bad trader or whether you have a healthy understanding of the overall dynamics of the stock market? Ryan Mallory takes on a 19 year old's question about transitioning from paper trading to trading real capital as well as his aspirations for becoming a full-time trader.  Be sure to check out my Swing-Trading offering through Patreon that goes hand-in-hand with my podcast, offering all of the research, charts and technical analysis on the stock market and individual stocks, not to mention my personal watch-lists and regular updates on the most popular stocks, including FAANG stocks, Microsoft and Tesla. This is provided each and every week! Check it out now at: www.swingtradingthestockmarket.com 📈 START SWING-TRADING WITH ME! 📈 Click here to subscribe: https://shareplanner.com/tradingblock — — — — — — — — —  💻 STOCK MARKET TRAINING COURSES 💻 Click here for all of my training courses: https://shareplanner.com/academy - The Winning Watch-List — https://shareplanner.teachable.com/p/the-winning-watch-list - Patterns to Profits — https://shareplanner.teachable.com/p/patterns-to-profits - Get 1-on-1 Coaching — https://shareplanner.com/academy — — — — — — — — —  ❤️ SUBSCRIBE TO MY YOUTUBE CHANNEL 📺 Click here to subscribe: https://www.youtube.com/shareplanner?sub_confirmation=1 🎧 LISTEN TO MY PODCAST 🎵 Click here to listen to my podcast: https://anchor.fm/swingtrading — — — — — — — — —  💰 FREE RESOURCES 💰 Trading Tools: https://bit.ly/2FkClmF My Website: https://shareplanner.com — — — — — — — — —  🛠 TOOLS OF THE TRADE 🛠 Software I use (TC2000): https://bit.ly/2HBdnBm — — — — — — — — —  📱 FOLLOW SHAREPLANNER ON SOCIAL MEDIA 📱 INSTAGRAM: https://instagram.com/shareplanner FACEBOOK: https://facebook.com/shareplanner TWITTER: https://twitter.com/shareplanner STOCKTWITS: https://stocktwits.com/shareplanner *Disclaimer: Ryan Mallory is not a financial adviser and this video is for entertainment purposes only. Consult your financial adviser before making any decisions.* --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/swingtrading/support
24 min
InvestED: The Rule #1 Investing Podcast
InvestED: The Rule #1 Investing Podcast
Phil Town & Danielle Town
288- The Physical and Economic Consequences of COVID-19
Danielle is back for this week’s episode of InvestED. After almost seven weeks into recovery since first experiencing symptoms from COVID-19, she starts to reintroduce routine activity into her daily life and discusses both the physical and economic consequences of COVID-19 with Phil. Numbers have spiked in Europe in the past week and a half and there are theories as to why. Why have rates in some countries spiked, while others have been able to keep their number of cases down - and what does this have to do with investing? Phil and Danielle agree that the virus is very political in the United States, especially with the presidential election on the horizon. There is no doubt that if the pandemic continues the way it has, we will see some very serious currency related issues and possibly dramatic inflation. Businesses such as theatres, sporting events, and restaurants are already on life-support, and the long term effects of people continuing to stay home from work and businesses will lead to many businesses going under. Phil and Danielle agree that another stimulus package will be pushed through very soon, but the question remains as to what will happen with the currency; how much can you print and put into the economy, and how will this affect the US dollar (USD) itself? On top of this, the USD is the world’s reserve currency. If the USD goes down in value, it will injure any other country who has the dollar sitting in its vaults. So what should we as investors invest in, and how should we diversify our investments to protect ourselves from economic crash or inflation? If you want to prepare for the next market crash, download Phil’s Stock Market Crash Survival Guide today: https://bit.ly/3m3J7mt Learn more about your ad choices. Visit megaphone.fm/adchoices
43 min
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