
100 episodes

Renegade Investors Stock Card, Inc
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- Business
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4.3 • 6 Ratings
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Renegade Investors podcast is a show that rebels against the conventional wisdom of investing! We take a common and well-accepted investment wisdom, tear it apart and explore the alternative ways of thinking about investing. We also like to showcase other “renegade” investors who are going against the prevailing wisdom of investing in their own unique way.
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Ep 227: Is Michael Burry Wrong About JD.com?
Micahel Burry is as close as it gets to a stock market celebrity. Investors like to follow his every move. The always-pessimistic investor has earned the right to his celebrity status by enduring the emotional toll it takes on one's mind to go against the mainstream and make big bets. Now he is betting on China's consumer spending recovery by picking up Alibaba #BABA and JD.com #JD shares.
Is he right about those Chinese stocks? Let's talk about that!
Resources:
🔬 Research JD.com on Stock Card: https://stockcard.io/JD
🔬 Research Alibaba on Stock Card: https://stockcard.io/BABA
📺 Watch Why Charlie Munger is Wrong about BABA video: https://youtu.be/aMktbSa54zQ
📺 Watch Snap's fundamental analysis video: https://youtu.be/3ZQMZqICqy4
📺 Continue to watch the Beaten Down Stocks series: https://youtube.com/playlist?list=PLuatGSXoqQflw9Of7IZaAIDUEY56WSKJ0 -
Ep 226: Unity’s Unrivaled Storytelling Power
Unity (U) software is a platform that lets other companies tell beautiful stories in video games and beyond. Believing in Unity's story and expecting its stock to generate a massive return on your investment is so easy to accept, especially in a world where digital experiences become more immersive, beautiful, and unbelievably real. But, as investors, we can't fly with the stories. We must look behind the proverbial curtain and see what's happening behind the scenes. Let's talk about that!
Other resources:
🔬 Research Unity on Stock Card: https://stockcard.io/U
📺 Watch the last Unity earnings review video: https://youtu.be/evI8jaYHM6M -
Ep 225: Airbnb’s Superpower
Ah! The beauty of traveling anywhere in the world and living a dream, even for a few days, is Airbnb's promise to travelers. It also allows anyone to earn passive income from the extra room in their house or the entire house by renting it to others through Airbnb's platform. But those dreams haven't yet made the company's investors any money. The company's stock, ticker ABNB, has lost nearly 30% since its IPO, 11% of which happened after its Q1 2023 earnings report release. Would the dream ever translate to investment return for investors, and is the double-digit drop in the stock price a buying opportunity?
Resources:
🔬 Research ABNB on Stock Card: https://stockcard.io/ABNB
📝 Get the list of hotel stocks: https://stockcard.io/featuredtheme/Lodging
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Ep 224: Are You Too Late To Buy SHOP?
The so-called Amazon-killer company, Shopify (Ticker: SHOP), is up more than 20% in the last few days, like it's 2021 all over again. What did the company share in its latest earnings report that has investors piling up shares, and is it too late to get in on the action? Let's talk about that!
Correction: In this episode, I mention ARKK has an 11% SHOP allocation. That's incorrect. ARKK's SHOP allocation is ~5%.
Resources:
🔬 Research SHOP on Stock Card: https://stockcard.io/SHOP
📝 Get the list of AI stocks and ETFs: https://bit.ly/42bNW2u
📝 Get the list of Undervalued AI Stocks: https://stockcard.io/ideas/64555370cc2722ab2e5aca0e
📺 Watch the last Shopify earnings review video: https://youtu.be/Ys4yY2htQqk
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Ep 223: TikTok Isn’t Killing Snap
Snap is a $13B technology company that almost every teenager uses its app to connect with friends. It has successfully engaged and satisfied its users but not so much its investors. Its stock is down more than 50% since its IPO in 2017. Many attribute Snap's fall to TikTok's fierce competition in recent years. Is that reason justified, or is the 50% drop in the stock price a buying opportunity?
Resources:
🔬 Research SNAP on Stock Card: https://stockcard.io/SNAP
🔬 Research META on Stock Card: https://stockcard.io/META
📺 Watch the beaten-down fundamental analysis series: https://bit.ly/40QjUQD
📺 Snap's 2019 fundamental analysis: https://youtu.be/klg0VA-H34g -
Ep 222: 90% Drop: Should You Invest in Fastly?
👀 Get the list of CDN stocks
🔬 Research FSLY on Stock Card
Fastly (FSLY) was one of the hot stocks during the COVID-19 pandemic. The company went public in 2019 and started its first trading day at around $21 per share. By October 2020, its stock was trading at nearly $130 per share, up by more than 400% in roughly a year and a half after its IPO. Two years after, by the end of 2022, the stock lost almost all of its value, trading at $7 per share. The rise and fall of Fastly is a classic example of a pandemic stock.
Is the post-pandemic price slump an opportunity to buy shares?
Let's talk about that!
🏷️ Use promo code "welcome" to get 20% off when you upgrade to VIP if you need unlimited access to all of Stock Card's powerful research tools: https://stockcard.io/plans