7 episodes
Investment Thesis - Fear vs Reality, Individual stocks etc Alex Yam
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- Business
Daily discussions on what is going on in the market today, and what is a reality and what is FEAR. How it impacts you, your family, as well as stock of the day pick and why. Macro events that shape your portfolio.
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Overview of Market ending July 18th
Overview of what has changed the last two weeks
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Stock Discussion ( $BA, $TSLA ,$DIS, $SBUX,$LULU, $AMD)
Some macro thoughts on how COVID 19 may change the landscape for these companies.
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Disney , At Home Stocks etc
Some thoughts on Disney and the COVID at home stocks