Stock Investing Info from Earnings Hub w/ Hamid Shojaee - AZ TRT S05 EP23 (238) 6-9-2024
Release Date: 06/13/2024
AZ Tech Roundtable 2.0
Intelligent Investor, Market Cycles, Supply & Demand - Best of Host Matt on Investing & Economics AZ TRT - S05 EP34 (250) 9-1-2024 What We Learned This Week: The Intelligent Investor Ben Graham's teaching, and seminal investing book - Ch. 8 on Mr. Market, & Ch. 20 on Margin of Safety Market Cycles – importance of identifying them, to know where you are at when investing to avoid Bubbles and Mania - Economics Simplified - What is the Opportunity of your Business Investment? - What is the Probability of the Next Die Roll? - Dr. Nash’s...
info_outlineAZ Tech Roundtable 2.0
Built to Fail: The Inside Story of Blockbuster's Inevitable Bust w/ Alan Payne AZ TRT Flashback - S05 EP33 (249) 8-28-2024 What We Learned This Week: · Blockbuster started in 1985, and scaled quickly after Wayne Huizenga purchased it in 1987, 10,000 stores at its height, dominant video rental co. · Alan Payne instituted the Video Rental model of HEB to the Blockbuster franchises he ran – segmented movies to rent new ones for more...
info_outlineAZ Tech Roundtable 2.0
Think Globally When Looking for Stocks to Invest In w/ Meb Faber AZ TRT 2.0 Flashback S05 EP32 8-18-2024 Things We Learned This Week Investment Plan – write it down and stick to it, give yourself rules and guard rails Allocation – Global Stocks, Global Bonds, Global Assets (Real Estate, Commodities, etc) Talmud Portfolio – 2000 year old strategy – 1/3 of $ in land, business, reserves Invest With the House – monitor the 13F of big investors to get ideas Market Cycles – importance of identifying them, to know where you are at when...
info_outlineAZ Tech Roundtable 2.0
Investing in Real Estate Opportunity Zones Revisited w/ Greg Talcott of Caliber Funds AZ TRT S05 EP31 (247) 8-11-2024 What We Learned This Week Caliber Co is an integrated real estate company from service to construction to investment funds The biggest idea in funds right now is Opportunity Zones - investing in below medium income areas Caliber deals can last 5+ years, with an IRR of 17% Caliber has great lenders to get good interest rates, they fund deals 50/50 - loan to equity Location - always looking for great properties w/ community to support biz + other real...
info_outlineAZ Tech Roundtable 2.0
AI Autonomous CRM to Help Sales w/ Vitaly Golomb of Sofielabs AZ TRT S05 EP30 (246) 8-4-2024 What We Learned This Week: AI Autonomous CRM to help sales handle repetitive tasks, so they can focus on talking with clients Accelerate Growth with Instant AI-Driven Lead Engagement Sofie Labs can disrupt the big players in the CRM industry as they are starting with AI on day one Each Phase of Tech gives new tools & opportunities to solve old problems faster, more efficiency Guest: Vitaly Golomb, CEO, serial entrepreneur, author and market...
info_outlineAZ Tech Roundtable 2.0
All in One Connect Plus + Virtual Office for Non-Profits by NEP Services w/ Stacey Yudin AZ TRT S05 EP29 (245) 7-28-2024 What We Learned This Week: Non-Profits and Union type orgs need to upgrade their use of tech to connect with members & donors Connect Plus + offers an All-in-One Virtual Office Control distribution of Marketing & Message Need operational efficiency to scale a business Traditional Non-Profits not always run like a business, good on raising $, need more structure Guest: Stacey Yudin Website: Connect Plus - ...
info_outlineAZ Tech Roundtable 2.0
Tech Stocks in the NASDAQ Continue to Show Growth despite Inflation AZ TRT S05 EP28 (244) 7-21-2024 What We Learned This Week: · Tech Stocks are considered Growth Stocks because they outpace the market traditionally · NASDAQ average return the last 10 years is 20%, and up 599% overall · Magnificent 7 Tech Stocks have continued to carry the market, just like FAANG Stocks a few years back ...
info_outlineAZ Tech Roundtable 2.0
AI Assisted Healthcare Can Help Patients & Reduce Costs by AdviNow w/ James Bates AZ TRT S05 EP27 (243) 7-14-2024 What We Learned This Week: AI Assisted Healthcare by AdviNOW - the future is now Goal is to reduce costs, help patients, streamline paperwork, & give the Dr more time to treat patients Software, AI, Coding = Tech Healthcare Healthcare industry is slow to change to adopt new systems for billing & paperwork Change the Healthcare industry with adoption by Big Providers Guest: James Bates, CEO AdviNow Medical James Bates is an accomplished...
info_outlineAZ Tech Roundtable 2.0
Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade Revisited AZ TRT S05 EP26 (242) 7-7-2024 Things We Learned This Week · Implied Volatility & Time Decay – options begins with volatility, on a clock so Mechanics (forget mind set) on how to setup a trade is key · tastytrade is a media network based on Math (Probability & Statistics - Look at the Math), trading & focus on markets · Limited Profitability & Unlimited Risk when you Sell Puts...
info_outlineAZ Tech Roundtable 2.0
Composting Helps the Environment, The Palm Bin w/ Manali Yavatkar AZ TRT S05 EP26 (241) 6-30-2024 What We Learned This Week: · Composting is good for the environment, providing nutrients for soil. · The daily process of collecting your food waste for composting is difficult, messy, & stinky. · Palm Bin is a refrigerated composting appliance that makes the process easy, & looks nice on your counter. ...
info_outlineStock Investing Info from Earnings Hub w/ Hamid Shojaee
AZ TRT S05 EP23 (238) 6-9-2024
What We Learned This Week:
- Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls
- Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price
- Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks
- Concentration Builds Wealth – Diversification Preserves it.
- Looking for companies that can grow 10x over the next few years, and this is hard with massive companies worth $ trillions like Apple or Microsoft
Guests: Hamid Shojaee
Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.
Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.
Axosoft – software tools for software development
PureChat – live chat software for websites
Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.
What is Savvy Trader?
Create
Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.
Share
Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.
Notify
Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.
Savvy Trader is on a mission to make investment information more accessible.
Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.
Savvy Trader helps solve this problem in two ways:
- Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
- Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.
So go ahead, create a virtual portfolio and share it with the world.
Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!
Notes:
Savvy trader a website created by Hamid for portfolio sharing. You can see what stocks other people are buying. You can also create custom portfolio as well as build an audience. They pay creators $25 a month.
Under the Savvy Trader brand, they created Earnings Hub, which gives the quarterly earnings reports of Companies and their stocks. You can get a summary of the quarterly calls, analyst expectations, analyst analysis, the actual earnings, and the calendar on when the earnings come out.
Hamid is a long-term investor who looks for growth, earnings, and earnings validation. The old mantra of, trust but verify. He is definitely a fundamental investor like Buffet, who looks at the numbers of the company. Also believes in companies who make investments in R&D. Looking for great companies with a growing Market Cap.
Part 1
Seg 1
Public companies release earnings on a quarterly basis. Then the CEO has to conduct a call with analyst where they answer questions. This is the only public information available. It’s a chance each quarter to see what’s really going on with the company. Earnings information is tough to find, and you have to search for it in multiple places.
They created Earnings Hub where the information is all in one place. Can see the calendar of who’s reporting earnings and when. You also have access to past quarterly calls and a summary of the call. This way you can see the information the public companies are required to file on earnings in the status of the company.
Hamid is also an angel investor where you invest in startups Founders. Private investor with no guarantees. The way they typically operate, is they push out financial and sales updates monthly or quarterly. Most startups fail, so Hamid understands anyone he invests in, could lose the money. He is basically a hands off investor.
Earnings Hub is set up where traffic on the site will spike when big companies like a Tesla or Amazon are reporting. They also just launched a feature where you can listen to the earnings call live as well as do live chat with other members.
Cost for Earnings Hub is $100 a year. Right now they have an intro offer where it’s just $1 - one dollar.
Seg 2
They created a joke feature with Earnings Hub logo. Currently the A in the logo is a pyramid. When a stock is down, the logo will change to a 💩.
Real estate analogy - you buy the best house in the block, not all of them. You want to have a small portfolio of a few stocks with concentrated investing vs investing in the whole S&P index of 500 stocks.
Concentrated investors have a small nest which they watch carefully, as opposed to buying an index, and you can’t really focus on any one stock. Buffett quote - “concentration builds wealth. Diversification preserves wealth.’
Hamid owns 7 to 8 stocks. Those stocks are: Robin Hood, Meta, Rivian, Tesla, Netflix Rocket Lab, and some Bitcoin. You never know what’s going to happen with the stock, even good companies have bad days and bad years.
An example - Meta-Facebook peaked in 2021. Stock price was at $400 and the company had a market cap of $1.2 trillion. Then it crashed, going into 2022, the stock lost over 50% of its value and was down to $180 and the market cap was around $600 billion. Now in 2024, the stock is back up over $400 or even $500 per share and it has the highest market cap it’s ever had. The CEO Mark Zuckerberg invested in AI, made improvements to the efficiency of the company, and even cut 25% of the staff.
The old Buffet mantra, that you invest in managers who run good companies that have an economic moat with advantages to keep the competition away. This defines Facebook. There was a myth that Facebook was losing market share to TikTok. This turned out to be false and it came roaring back.
Seg 3
The ups and the downs of being a long-term investor using Amazon as an example.
If you had invested an Amazon in 1999, the logic goes, you would be done as an investor as the stock has gone up tenfold. The catch to that is, if you started in 1999. You had to hold the Amazon stock thru the dot.com crash of 2000 where it lost 80% of its value. Stock was worth $50 and 2000 and now worth $20K, 25 years later.
Uber it had its IPO the stock took off then the stock crashed. They got a new CEO in 2017 and since then over a 5+ year, the stock has slowly gone up.
Stocks like Robin Hood and GameStop have had big rises and big crashes between 2022 and 2023. Robin Hood, everybody was down on the stock in 2022 and you could buy the stock and the company for literally less than the cash they had on hand.
Robin Hood has matured. The company is very efficient and has a good customer base. They have expanded into the credit card business with 3% cash-back.
Invest in companies that their profits grow10X, so their stock price is up 10X over 10 years. He believes Robin Hood with the market cap of $17 billion has this potential.
Currently, they are grabbing customers from competitors like Schwab and Ameritrade using their credit card and account cash backs.
Seg 4
Another company Hamid likes is called Rocket Lab. Stock is $4 and they have a Market Cap of $2 billion vs a competitor like SpaceX valued at $180 billion. Just like SpaceX, Rocket Lab will be putting satellites into orbit.
Over speculation on a stock, and making a problem more than it is, can hurt a stock price. This can create opportunities, if it’s a good company, can withstand the short term problems. Investors need to see through those problems, and see how serious it is. What will be the short term cost to the company.
You want to buy good companies, at a great price. Stocks in 2022 at a great price, lots of opportunities. In 2024, stock price is high. It’s now just a good price even though the company still good.
A good investor can take advantage of short term volatility. An example of this. is Tesla. That has both benefited, and then sometimes been hurt by volatility. The story behind Tesla sometimes is a growth story based around EV cars, and the mystique of its CEO Elon Musk.
On the downside, when he does some controversy on Twitter, it can hurt the stock. 2023 into 2024, Tesla is facing some issues with slowing growth. Hamid believes that the story of Tesla is actually helping to prop up the stock.
Elon Musk has diversified through the years, not only is their Tesla, now owns Twitter, he owns SpaceX, and has moved into NeuroLink.
Savvy trader, you can share your portfolio. Anyone who joins can see her needs portfolio. Once you make a change on a stock, it is shared in real time.
Reference Show:
Create Your Investing Profile & Share It on Savvy Trader w/ Hamid Shojaee
BRT S03 EP58 (157) 11-20-2022
What We Learned This Week
- Savvy Trader allows you to share your portfolio
- Investing Track Record - see how people actually invest & their results
- Why Software is Such a Good Business Model, Build 1x, sell multiple X
- VCs want to see Traction in Startups
- Cost of Customer Acquisition (CAC) & Long term Value of a Custer (LTV) are critical in scaling a startup long term, how much does it cost to get a customer, and how long do you keep them
Full Show: HERE
Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.
Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…
AZ TRT Podcast Home Page: http://aztrtshow.com/
‘Best Of’ AZ TRT Podcast: Click Here
Podcast on Google: Click Here
Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/azpodcast/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.