In this episode, we'll be reviewing the big bets that Chamath, a legendary investor, has made in the public markets and a look at his new big bet, OpenDoor.  The big bets we'll be reviewing are: Bitcoin (2012) Amazon (2015) Tesla (2016) Virgin Galactic (2019) OpenDoor (2020) In the meantime, you can check out our latest blog posts on our new website: https://dissectingthemarkets.wordpress.com/blog/ *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor a registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Dissecting the Markets

Chamath and His Big Bets

Airbnb is looking to go public amidst a pandemic/recession. While many other companies that went public during this time did well, many think that Airbnb will do well. Because it's in the hotel industry, an industry that has been disproportionately affected by the pandemic, the odds look to be against them when they go public. If you want to read the blogpost on the Airbnb IPO, click here. Meanwhile, check out our Twitter Page     And subscribe to our Newsletter! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Airbnb is going public: Things you need to know

With 2020 being over 2/3 done, let's look into trends from 2020 that will be shaping how 2021 will look. If you want to read the infographic of the trends, click here.  Meanwhile, check out our Pinterest Board       Twitter Page     And subscribe to our Newsletter! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Trends to look out for in 2021

Before the pandemic, Peloton investors were losing faith in the company as their losses were in the spotlight and Big Food has been struggling with changing consumer taste. When the pandemic happened, investors focused on Peloton's skyrocketing sales and Big Food was able to show huge sales growth to investors. Meanwhile, check out our Pinterest Board     Twitter Page   And subscribe to our Newsletter! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Peloton and Big Food, the two businesses that have been saved by the pandemic

With the Nasdaq near all-time highs, the valuations of many tech companies are really high. Even with high unemployment and low economic activity, many tech companies that don't display profits are being valued a lot more than most established companies with solid profits and better balance sheets.  In this episode, you'll learn why investors value unprofitable tech startups a lot more than established tech businesses. The excerpts will come from the book Zero to One by Peter Thiel.  Meanwhile, check out our Pinterest Board   Twitter Page And subscribe to our Newsletter! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Peter Thiel explains why tech startups have really high valuations (despite having no profits)

For years, Coty, the multinational beauty company, has experienced years of declining sales as fewer consumers buy CoverGirl makeup and Burberry perfume and opt for smaller and more intimate brands. Some of those brands are marketed as better for the environment for the products they use and the less harm they put on animals during testing. Other brands are run by famous beauty and makeup influencers.  To combat declining sales, Coty's management has decided to acquire various performing brands in its industry to turnaround its declining business. Listen to learn more about Coty's new turnaround strategy. If you want to read our analysis on Coty, click here Meanwhile, check out our Pinterest Board Twitter Page And subscribe to our Newsletter! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

The turnaround strategy at Coty

Casper, the bed-in-the-box pioneer, has been seen as a sexy startup during its private days as they had wide-spread advertising, celebrities as their investors, and tons of media coverage. All those factors led to the company exhibiting aggressive growth for its investors. After filing their S-1, their public image drastically changed and many investors worry that they'll collapse. In this episode, we'll learn both the bull and bear thesis to this company. If you want to read our analysis on Casper, click here Meanwhile, check out our Pinterest Board Twitter Page And subscribe to our Newsletter!  *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

A Deep Dive Into Casper

This episode is dedicated to giving you guys an opportunity to learn about Dissecting the Markets. We feel that if you understand what Dissecting the Markets is about, then you would understand the brand and why we continue to work hard in finding and providing you guys with contrarian stock picks.  And if you want to read more about this episode, read our blogpost! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

The purpose of Dissecting the Markets

We have an update to share with you! Over the past few weeks, the team has been working hard in developing content on other platforms and after putting a lot of content there, we feel that now is the right time to share these developments with you. Here are the links to our new places of content: Pinterest Board Newsletter Twitter And if you want to read more about the developments, read our blogpost! Look forward to seeing your engagement on our new platforms! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

We got new content!

Lululemon has officially entered its first M&A deal! Recently, Lululemon is said to acquiring Mirror, the fitness startup that is capitalizing on the home workout trend. No longer are the days where Lululemon only sells yoga apparel and other fitness-related products as they will now have their first subscription offering in its belt. By having exposure to the subscription business, Lululemon can start experiencing recurring revenue.  Listen and learn more about why we're really bullish on Lululemon since the acquisition. *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Lululemon acquires Mirror: things you need to know

When I first started this podcast, I talked about my bearish outlook and concerns about Peloton, the fitness company disrupting the fitness industry. Looking at the things that happened to Peloton between my first podcast episode and now, it's humbling to see that I was wrong about Peloton's stock and I'm happy for its success.  In this episode, we describe the things that have made Peloton successful and the things that would make us bullish on Peloton. *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

A look at Peloton today

Reading Uber's recent investor presentation, while food delivery has been seen as a huge money-burning business, Uber's management team highlights reasons for why the food delivery business is a better business than the rideshare business. We also talk about Uber's potential acquisition of Postmates.  *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

An Interesting Perspective on the Food Delivery Business

At the William Blair 2020 Growth Conference, while analyzing the many stocks in tech and healthcare that are presenting, I notice a company that stood out among the other tech companies. This company happens to be a water company. Listen and find out more about this growth stock! And if you want to read more about this episode, read our blogpost! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Primo Water, a conservative growth play

When people want to invest in the rising baby boomer population, many look to invest in health insurance, senior living facilities, and healthcare companies that cater to them. ETFs like $XLV or $LNGR allow investors to capitalize on the aging population. But, we found a lesser-known play on Baby Boomers. Listen and find out! And if you want to read more about this episode, read our blogpost! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

An known and intriguing play on the aging population

When it comes to startups looking to make the trucking industry greener, many think of Tesla with the Semi and Nikola with the Nikola One. While both Tesla and Nikola Motors provide zero-emissions solutions, a relatively obscure trucking startup by the name of Hyliion is looking to provide something even better, negative emissions. Listen and learn more about why this soon to be public trucking startup will be a better play on the future of trucking.  And if you want to read more about this episode, read our blogpost! *This is not financial advice. All content should be considered opinionated. We are not responsible for any of your gains and losses. I am neither a licensed nor registered financial expert. Please see a financial advisor before making investment decisions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/hardwoodtile/message Support this podcast: https://anchor.fm/hardwoodtile/support

Hyliion, the underrated disruptive trucking startup

Analysis of various companies and events going on in financial markets. We focus on hardcore facts with an added mix of our views and satire to it. *This is not financial advice. I’m not a financial advisor. Please talk to a financial advisor before making an investment decision. All content on this podcast should be considered opinionated. Support this podcast: https://anchor.fm/hardwoodtile/support

hubhopper

Dissecting the Markets

hubhopper