E20: Cyborgs, Casino Investing, & Badger's Portfolio Review Lessons
The Telescope Investing Podcast
by Krzysztof and Luke
2d ago
Monkey badgers Badger about his portfolio review and the insights he's gained thus far. Why did he invest in Sea Limited $SE? What metrics about Cloudflare $NET are giving him pause? Would he buy more now if he didn't own any already? How did knowing Wise as a customer influence his confidence in being a shareholder? $WIZEY “Money won is ten times sweeter than money earned.” Is investing successfully like winning money from the casino that is “the market”? Monkey claims we're already cyborgs with our phones glued to our hands and head. Elon Musk moves this sci-fi trajectory further along with ..read more
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E19: Don't Be Roadkill: 5 Must-Know Stock Market Laws (and Our Biggest Fails)
The Telescope Investing Podcast
by Krzysztof and Luke
2d ago
Investing that will make you wealthy is as much about your own psychology as it is about the companies you invest in. If you skip the “know thyself” step, you will make terrible mistakes that could have been avoided. Do you think you’re smarter than everyone else? Do you invest for the short or long term? Is your portfolio resilient? Are you susceptible to FOMO? Krzysztof “Monkey” Piekarski and Luke “The Badger” Hallard have not only had great success as investors over 40+ years, but we have also made all the mistakes so you don’t have to. Listen as we tell you about 5 of the most important la ..read more
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E18: Nvidia's Gamble, Cybersecurity Shields, & Your 50-Day Portfolio Power-Up
The Telescope Investing Podcast
by Krzysztof and Luke
1w ago
Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity's obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it has gotten too far ahead of itself in terms of capacities, ethics, and market cap, and why Krzysztof sold his position. What’s an essential process to improve your investing gains? Luke discusses his 50-day portfolio review, why he started it, what ..read more
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E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
The Telescope Investing Podcast
by Krzysztof and Luke
3w ago
Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI with companies building language models from the ground up and redefining search? Monkey explains this quandary is what the “too hard bucket” is for, whereas Badger remains confident in his fundamental understanding of the business. We also answer a 7investing discord member who wonders whether allocating a majority of his portfolio to four comp ..read more
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E16: NVIDIA Dominates, Enovix Disrupts - Earnings Analysis & Market Moves
The Telescope Investing Podcast
by Krzysztof and Luke
3w ago
NVIDIA ($NVDA) just dropped a bombshell earnings report, sending the stock market into a frenzy! The results were off the charts, defying expectations and adding billions to the company's market value. But are things truly as rosy as they look? We'll dissect the numbers and get to the bottom of it. Monkey and Badger locked horns before earnings. Both were bullish, but only one will be sipping victory's sweet banana-flavored whiskey tonight! Who called it right? Find out in this episode. And then there's Enovix ($ENVX), the battery innovator with the potential to shake up the lithium-ion worl ..read more
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E14 (Bonus): Lyft's earnings & what the heck are basis points anyway?
The Telescope Investing Podcast
by Krzysztof and Luke
1M ago
Last night’s Lyft $LYFT earnings included an extra zero where there wasn’t one and the market reaction was wild! Turns out there’s a big difference between 500 basis points and 50! What are basis points? How do they differ from percentage points? We help you understand margins, and why thinking in basis points is an upgrade over percentages. (Shares of Lyft $LYFT soared more than 60 per cent on Tuesday before falling back sharply, after an error in the ride-hailing company’s quarterly earnings release exaggerated the outlook for margin growth in 2024 by 10 times. The company reported that it w ..read more
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E14 - Touchdowns to Tech Stocks: Super Bowl Revelations and Crafting a Winning Investment Strategy
The Telescope Investing Podcast
by Krzysztof and Luke
1M ago
Post Super Bowl Sunday, Badger is hung over like a banshee but rolling in the dough nonetheless after making some choice bets. He also reports from the field about the most interesting things he saw and didn’t see in the commercials — Hint: where was crypto? (Monkey’s answer: nearing 50,000 per $BTC!) Monkey wonders about the similarities and differences between gambling and investing. One difference: understanding the fundamentals is what all successful thinkers and investors need to do. Some key principles: * Understand simple ideas deeply. * Be brutally honest about what you know and don’t ..read more
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E13: Investors' Quandary: Navigating High Valuations and Market Fundamentals
The Telescope Investing Podcast
by Krzysztof and Luke
1M ago
Explicit content warning: Badger doesn’t restrain from telling Monkey how he really feels! Monkey is getting his market ass whooped so hard, Badger calls for an official intervention! “This is what you get for timing the market!” he scolds. Does Monkey listen? Is he too far gone in his “fundamentals matter" myopia? Amidst his counterarguments, he weaves tales of tulip crazes, rampant consumerism, soaring debts, and the pitfalls of "buy now, pay later" schemes, all underpinned by a staunch "this time is no different” philosophy! Investors today are faced with a hard choice: buy at high valuatio ..read more
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E12: Mastering Market Timing - Avoiding Missteps and Unveiling Congressional Trading Secrets
The Telescope Investing Podcast
by Krzysztof and Luke
2M ago
Are you tired of getting trampled in the stock market stampede? Join us for a wild ride in this episode as Monkey bares all about his market-timing blunders and the hefty price tag they came with. Dive into his thought process to sidestep these common investing pitfalls yourself. Meanwhile, Badger is snoozing soundly, his cave brimming with dollars, thanks to his steadfast belief in the "market-timing-is-impossible" mantra. Pay close attention to his philosophy for a stress-free investment journey. Ever wondered how to inside-trade without crossing the legal line? We delve into the murky water ..read more
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E11: Aliens and Armaments: Bracing for Investment Upheaval in a World at War
The Telescope Investing Podcast
by Krzysztof and Luke
2M ago
"I think that there's a whole swath of current people investing that are going to get wiped out. They will get wiped out because they have never experienced emotionally, psychologically down markets. It is absolutely brutal to wake up, look at your screen and see red day after day after day after week. I don't think most investors today have any idea what that feels like." ~MrNotAdvice We do not want to scare our listeners, but being a savvy investor requires being aware of the risks and not turning away from the data, for better or worse. And we have plenty of data to share with you. Our resi ..read more
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