E44: Luke’s Intuitive Surgical Deep Dive
Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this week’s podcast, Luke deep dives what makes $ISRG tick, and how it’s shaping a better future through technology and innovation! Segments: [00:00:00] Introduction[00:04:15] Intuitive Surgical Deep Dive[00:05:01] Agenda[00:05:50] Intuitive Surgical at a Glance[00:08:24] How Intuitive Surgical is
Should you invest in Intuitive Surgical?
Intuitive Surgical is the world leader in robotic minimally invasive surgery. In this investment deep dive video, I’ll unlock a comprehensive understanding of what makes $ISRG tick, and how it’s shaping a better future through technology and innovation. My goal is to empower you with the insights needed to decide
E43: Renewable Energy vs Coal + Snowflake and the “Too Hard to Understand” Pile
🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow. ⏳Is Badger a
E42: Six Skills to Sharpen your Investing Claws
If you’ve ever wondered about the difference between Badger and Monkey, here it is: Monkey spent his weekend getting a haircut, while Badger was playing poker until 6am in a literal castle on the outskirts of Edinburgh. Whose team are you on now? In this week’s episode, Luke buys Coherus
E41: Investing in Coherus Biosciences $CHRS; plus Waymo Woes and a Disney Debacle
Krzysztof explains why he’s now heavily invested in a tiny $140 million dollar biotech company, Coherus Biosciences $CHRS. There are two ways to make money in the market, and both have to do with a gap in perceived value. Coherus had very encouraging second quarter results, but an analyst downgrade
E40: Recession Reality – Unpacking Economic Indicators, Techno-Feudalism, Selling ABNB, AXON vs EOSE
Are we in a recession or not? What is the Sahm Rule Recession Indicator? Why does Claudia Sahm herself not trust its conclusion at the moment? Are we no longer in a capitalist system? A preview of an upcoming conversation about techno-feudalism and the contradictions of capitalism. Blame Monkey for
E39: Special Black Monday August ’24 Emergency Edition!
While Luke comes home from front row seats at the Paris Olympics, the market tries to rain on his fur by having a historical meltdown and a global margin call. We discuss the $VIX volatility index and just how rocky Monday morning was relative to the 2008 financial crisis and
Axon Enterprise (August 2024)
Axon Enterprise is a leader in public safety technology. In this investment deep dive video, I’ll unlock a comprehensive understanding of what makes $AXON tick, and how it’s shaping a better future through technology and innovation. My goal is to empower you with the insights needed to decide if Axon
E38: Beyond the Balance Sheet – US Debt and the Dark Side of Short Selling
Krzysztof returns from a Hobbit house getaway while Luke gets ready to head to Paris for the Olympics; tales of travel spark some short-term trauma about lost luggage and Crowdstrike’s $CRWD hand in making lots of people maddeningly upset. If that’s not spicy enough, we briefly discuss historical revolutions and
E37: From Blue Screens to Ballot Boxes – Disruption in Tech and Politics
This week, we’re swinging through the vines of US politics, wrestling with the CrowdStrike $CRWD chaos, and dishing updates on Luke’s NuScale Power $SMR position. Strap in — it’s a wild ride! Political Safari: Joe Biden exits the presidential race, shaking up the political landscape. Luke’s prediction pays off handsomely,