86 episodes
The Stock Doctor Dr Vinay Utham
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- Business
What happens when an academic becomes a stock picker? Tune in to find out...
DISCLAIMER: I am not a registered financial advisor. All views mentioned on this show are my own and should not be construed as financial advice. Please do your own due diligence prior to investing.
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Episode 86 – Stop Talking AI If You Can’t Make Money From It Say Investors, There’s No Stopping India’s Economy, and why I am Ready to Buy Palo Alto Networks
This week, I talk about the recent selling seen in some of the top enterprise software names and the importance of why simply talking about AI is not enough anymore, I discuss India's latest GDP data, and dissect the earnings report of cybersecurity giant Palo Alto Networks.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money! -
Episode 85 – Nvidia’s Gift Not Enough for Investors, The Conundrum Facing Indian Investors, and Why Even a Mega Acquisition May Not Be Enough to Save Home Depot
This week, I discuss Nvidia's Blockbuster Earnings Report and its implications on investors, the dilemma facing Indian investors, and why an acquisition may still not save Home Depot in the near-term.
And Happy Memorial Day weekend to my US listeners!
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money! -
Episode 84 – Inflation Data Delivers a Positive Surprise, India Inc’s Attention Switches to Monsoon Season, and why Investors Don’t need to panic about Uber
This week, I discuss the latest US inflation data and discuss its implications on the US market, I argue why Rural India could be making a comeback, and why I don't think investors need to panic about Uber's latest Q1 Earnings Report.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money! -
Episode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix
It's good to be back ladies and gentlemen! This week, I discuss how companies have fared in the first quarter so far and what it means for the markets, the April sales figures of Indian automakers, and why I think its time for investors to shift their focus when it comes to Netflix.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money! -
Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike
This week, I discuss why the upcoming week is a big one for the Magnificent Seven stocks, I discuss the latest minutes coming out of RBI's Monetary Policy Committee's April meeting, and argue why the recent pullback in Nike's stock is a great opportunity for long-term investors.
P.S: If you have a specific Indian or US stock suggestion
for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. The Doctor is going Home next week to spend time with his family. The show will be back in mid-May. Until then, stay safe and make some money! -
Episode 81 – Inflation Remains More Persistent in the US But Less So in India, and why I think Long-Term Investors Need to Remain Calm About Lululemon
This week, I discuss the inflation reports coming out from both the US and India and there implications on both the markets, and argue why I am even more bullish now on Lululemon, especially after the recent beating taken by the stock.
P.S: If you have a specific Indian or US stock suggestion
for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week. Until then, stay safe and make some money!