Dont Have A Cao - Stock and Investing Podcast Dennis Cao

Explaining my thought process as I invest in two Chinese SaaS companies - Aurora Mobile $JG and WiMi Hologram Cloud $WIMI.

Also a short comment on my current thinking around one of my most profitable trades, $FUTU.

At time of podcast, $JG is at 5.75 and $WIMI is at 10.03. As you can hear in the podcast, I am far more worried about WIMI than $JG, so I intend to sell $WIMI if it gets near $15 or so.

Earnings preview for Apple, Amazon, Facebook, Google

BORING NUMBERS EPISODE

not investment advice

The new number one holding in my portfolio goes to streaming/CTV company FUBO. At time of publish FUBO is at 23.65. —————————— NOTE: I would sell this (date Jan 21/ price 34). Different stock of the year coming in new pod

Predicting massive blowout IPhone 12 sales BUTTT watch out as its not necessarily going to be reflected in the upcoming earnings. Not investment advice.

What can we learn from Snapchat's huge earnings beat in relation to its peers in digital media like Facebook, Twitter, and Pinterest? Not investment advice.