E22: Is Fear Your Financial Foe?
Is fear stopping you from investing and building your wealth? Investing is risky and fear-inducing, but is also one of the most direct paths to living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define
Investment Review day 39 of 50: The Journey So Far!
Investment Review day 39 of 50: The Journey So Far! Today I own 36 companies in my real-money investment portfolio, and I have a substantial cash allocation. But I made some big mistakes over the last twenty years: * Not paying enough attention to macro and geopolitics (China stocks) *
Investment Review day 38 of 50: Cash
Investment Review day 38 of 50: Cash Could the ‘dead money’ in your portfolio actually be the key to your next big investment win? Cash is definitely not dead money, and that’s especially true when you can park a chunk of it in short-term government bonds, currently earning over 4%.
Investment Review day 37 of 50: Intuitive Surgical $ISRG
Investment Review day 37 of 50: Intuitive Surgical $ISRG Intuitive Surgical is a leader in robotic-assisted surgery, with its innovative da Vinci system driving strong growth in minimally invasive procedures. The company has a solid financial foundation with high recurring revenue from its ‘robots and blades’ business model, no debt,
Investment Review day 36 of 50: Amazon $AMZN
Investment Review day 36 of 50: Amazon $AMZN Amazon is a vast e-commerce and cloud computing company with expanding revenue streams in a variety of areas. Originally founded as an online bookstore, the company now leverages its marketplace platform to connect third-party sellers with consumers, offers subscription services, produces its
Investment Review day 35 of 50: Alphabet $GOOG $GOOGL
Investment Review day 35 of 50: Alphabet $GOOG $GOOGL Is Google doomed? I suspect the reports of its death are greatly exaggerated! Alphabet isn’t just the dominant player in search, it also has nine products with more than a billion users. The company invented the basis for modern AI (Transformers)
Investment Review day 34 of 50: CrowdStrike $CRWD
Investment Review day 34 of 50: CrowdStrike $CRWD CrowdStrike is a leader in cybersecurity threat detection and prevention, using the cloud to proactively protect its customers’ systems by tracking trillions of cybersecurity events every day to automatically detect and prevent threats in real time. The more data that is fed
E21: Austin Adventures – Apple Vision Pro, Wise HQ, and Tesla Troubles
Before returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to: A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse
Investment Review day 33 of 50: MercadoLibre $MELI
Investment Review day 33 of 50: MercadoLibre $MELI MercadoLibre is an e-commerce titan that has successfully navigated the Latin American digital landscape for over two decades. Prudent financial decisions taken by leadership make it one of the only free cash flow positive, scaled e-commerce companies in the world. I bought
Investment Review day 32 of 50: Tesla $TSLA
Investment Review day 32 of 50: Tesla $TSLA Tesla is a leader in the electric vehicle industry. While the company is known primarily for its cars (and Cybertruck!), its energy storage business has significant future potential. Autonomous driving, trucking, and robots (Optimus) provide valuable optionality. Tesla is an example of