Me & The Market Goliath Podcast

A podcast on the art of investing 💰 Over 4.8k Podcast downloads! Business | Economics | Finance. Host: @kelvinMMGoliath No financial advice.

[Me & The Market Goliath Podcast @Memarketgoliath]

https://t.co/zJwf6RewJb

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

My grandmother passed away this week and it has been very rough but I couldn’t help myself but to write this eulogy.

It is incredible that you can learn so much about investing from someone who doesn’t know anything about finance or investing in stocks. My grandmother’s dedication to family first approach has taught me that with almost close to zero financial literacy, you can still turn out to be greatest life winner.

How? My grandmother was able to have grandkids and spend time with her great grandkids. Everyone flew from overseas to catch a glimpse of her smile. Not many can say they are able to experience a farewell like my grandmother did. I envy her. Sometimes success isn’t about fame or wealth but how many of your family members and dearest friends show up to your funeral.

My grandmother has taught me that if you live a calculative life and become obsessed with optimising every dollar invested to seek a return, your life can turn out to be quite miserable. It's very hard to live a life based off an excel sheet nor can you quantify happiness in dollar to dollar terms. Buying a dream home is often a great exemplary of this challenge.

My grandmother has also taught me that learning how to take a loss on an investment or receive the short end of the stick for a family purpose is sometimes inevitable and necessary. You can try to avoid it as much as you like but it will soon catch up to you at some point in life.

For someone who doesn’t know about finance, my grandmother is an inspiration to us all by teaching us to embrace the unknowns, because getting married and raising children involves many unknowns, but one thing is a known: Not taking any risks in life is a risk itself.

Throughout my grandmother’s life, not only had she showed us compassion and unconditional generosity but she has taught me that these traits carry hidden asymmetrical emotional rewards while the opposite such as approaching a situation with a tit for tat mentality, will most probably lead you to an anxious outcome and restrictive life.

Thank you grandmother for these investing lessons and you have my utmost respect.

I will definitely miss your contagious smile.

Rest in peace.

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

I am so EXCITED to announce Me & The Market Goliath Podcast @Memarketgoliath 's affiliate partnership with Simon Erickson @7Innovator and @7investing!! ❼

If you want to subscribe to 7investing's insightful and deeply researched newsletter service, you can use promo code: GOLIATH to enjoy a US$25 Amazon e-gift card from Me & The Market Goliath when you subscribe to 7investing's @7investing annual newsletter subscription for just USD$170/year ~ https://t.co/JEiNqC9MVo

Terms and conditions apply 👇
https://t.co/MigxQMFnEM

Thank you Simon and @7investing for supporting me and the work that I do as a podcast host.

Many more podcast episodes to come before we wrap up the year!

[Me & The Market Goliath Podcast @Memarketgoliath]

NEW EPISODE ON THE PODCAST

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Latest podcast episode is out NOW on Me & The Market Goliath Podcast @Memarketgoliath!

I'm grateful to be joined by @7investing's CEO and Founder, Simon Erickson @7Innovator, for the third time to unpack the energy drink consumption boom💥.

What you will learn from our conversation:

▶ The Energy Drinks Industry $CELH $MNST
▶ Simon's investment style and traits
▶ Who are Celsius Holdings $CELH's competitors?
▶ $PEP Pepsi's involvement in Celsius $CELH 's Success
▶ Simon's thoughts on coffee versus energy drinks industry. How should we compare these companies in the beverage industry?
▶ The importance of doing the right thing when it comes to investing
▶ Why Simon @7Innovator and I have sold our entire $CELH position. Red flags？ 🚩
▶ Simon's BIGGEST investment takeaway this year!

Thank you Simon Erickson @7Innovator for being always such a fantastic guest on the show and helping my audience understand the energy business industry and your thoughts on Celsius $CELH as a stock.

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Here is a sneak peek of my upcoming podcast episode with @7investing Founder and CEO, Simon Erickson @7Innovator on the energy drinks industry.

We'll be talking about $CELH Celsius ($PEP Pepsi's partnership with $CELH), $MNST Monster Beverage, as well as Simon's biggest investment learnings this year.

When it comes to investing, it is important to be honest with yourself when something doesn't feel right.

As one of my favorite guests on the show, Simon @7Innovator 's reputation was at stake until he did the right thing after conducting extensive research on $CELH Celsius.

Why did he change his stance on Celsius $CELH and what were his investment learnings this year?

Stay tuned for this one early next week! 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

It was a real pleasure to invite Simon Erickson @7Innovator again to my podcast ~ Me & The Market Goliath Podcast to update his view on $CELH Celsius Holdings and the energy drinks industry.

This upcoming episode may take you on a rollercoaster ride and leave you nauseous feeling like you've just downed a bunch of caffeinated energy drinks.

Stay tuned for this podcast episode 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Are you buying stocks today?

$QQQ $SPY $IWM

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Another week of BIG Earnings coming right up. What do we have for next week?

🔖 Bookmark 👇

8/19 Monday
$PANW Palo Alto Networks, Inc.
$EL The Estée Lauder Companies Inc.
$FN Fabrinet
$ZIM ZIM Integrated Shipping Services Ltd.

8/20 Tuesday
$LOW Lowe's Companies, Inc.
$MDT Medtronic plc
$KEYS Keysight Technologies, Inc.
$ZTO ZTO Express (Cayman) Inc.
$TOL Toll Brothers, Inc.
$HTHT H World Group Limited
$FUTU Futu Holdings Limited
$XPEV XPeng Inc.

8/21 Wednesday
$PDD PDD Holdings Inc.
$TJX The TJX Companies, Inc.
$ADI Analog Devices, Inc.
$SNPS Synopsys, Inc.
$TGT Target Corporation
$ALC Alcon Inc.
$SNOW Snowflake Inc.
$ZM Zoom Video Communications, Inc.
$M Macy's, Inc.

8/22 Thursday
$INTU Intuit Inc.
$WDAY Workday, Inc.
$NTES NetEase, Inc.
$ROST Ross Stores, Inc.
$BIDU Baidu, Inc.
$WSM Williams-Sonoma, Inc.
$VIK Viking Holdings Ltd
$BJ BJ's Wholesale Club Holdings, Inc.
$CAVA CAVA Group, Inc.
$NIO NIO Inc.
$BILI Bilibili Inc.

8/23 Friday
$UBS UBS Group AG
$NGG National Grid plc
$GFI Gold Fields Limited

[Me & The Market Goliath Podcast @Memarketgoliath]

NEW EPISODE OUT NOW!

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Latest podcast episode is out NOW on Me & The Market Goliath Podcast @Memarketgoliath!

I'm grateful to be joined by Luca Dellanna @DellAnnaLuca, book author of Ergodicity and Winning Long-Term Games: Reproducible Success Strategies to Achieve Your Life Goals on the podcast!

What you will learn from our conversation:

▶      What ergodicity means and why relationships and investing are all non-ergodic
▶     Playing high-stakes games and understanding irreversible losses
▶     Why survivorship bias is a big part of winning long-term
▶     Why survival trumps performance
▶     Why thinking and playing the long-term game enables gratification
▶     Understanding the Kelly Criterion and how we can apply it to life and investing
▶     How to eliminate mixed feelings in life
▶     How luck contributes to an individual’s success and understanding the difference between luck and skill.

Thank you Luca @DellAnnaLuca for being such a wonderful guest on the show and helping us to simplify what Ergodicity and winning long-term means!

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

@Memarketgoliath Me & The Market Goliath just passed 5000 podcast downloads! 🎉🙌🥳🍾

Thank you for tuning in and allowing me to do what I love.

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Is $CAVA the next $CMG Chipotle?

Comment below 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Earnings coming up this week. Still lots to cover.

Which companies will you be looking out for?

Tuesday:
$ADSK Autodesk
$KR The Kroger Co.
$HEI Heico Corporation
$FUTU Futu Holdings
$CAVA CAVA Group
$ESLT Elbit Systems
$TDCX TDCX Inc.

Wednesday
$CRM Salesforce
$A Agilent Technologies
$HPQ HP Inc.
$SSTG Pure Storage Inc.
$NTNX Nutanix, Inc
$OKTA Okta, Inc
$DKS DICK's Sporting Good Inc.
$VIK Viking Holdings Ltd.
$UHAL U-Haul Holding Company
$PATH UiPATH Inc.
$ANF Abercrombie & Fitch
$CHWY Chewy, Inc
$LOT Lotus Technology Inc.
$AEO American Eagle Outfitters
$CPRI Capri Holdings

Thursday
$COST Costco
$DELL Dell
$MRVL Marvell Technology, Inc.
$VEEV Veeva Systems Inc.
$ZS Zscaler
$DG Dollar General Corporation
$MDB MongoDB Inc.
$HRL Hormel Foods Corporation
$COO The Cooper Companies
$ULTA Ulta Beauty
$BBY Best Buy Co., Inc.
$BURL Burlington Stores
$BIRK Birkenstock Holding
$S SentinelOne

Friday
$FRO Forntline plc

Here are the companies I'll be looking out for this week 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Do you agree investing controls your spending?

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

So glad to have covered $CROX with @FrisoAlenus on the podcast earlier this year.

✅ $CROX reported Q1 Non-GAAP EPS of $3.02 beats by $0.77.

✅ Revenue of $938.63M (+6.2% Y/Y) beats by $53.95M

🆙 Direct-to-consumer ("DTC") revenues grew 11.8%, or 12.3% on a constant currency basis

🆙 Wholesale revenues grew 3.2%, or 4.1% on a constant currency basis

🆙Crocs $CROX Brand: Revenues increased 14.6% to $744 million, or 15.6% on a constant currency basis.

🆙DTC (Direct-To-Consumer) revenues increased 18.3% to $282 million, or 19.0% on a constant currency basis.

🆙 Wholesale revenues increased 12.5% to $462 million, or 13.8% on a constant currency basis

❌ HEYDUDE Brand: Revenues decreased 17.2% to $195 million

Here is why the guidance was weak:

-For Q2 of 2024, $CROX expects revenues to be up 1% to 3% compared to second quarter 2023, at currency rates as of the end of the last reported period.

-Expects $CROX Brand to grow 7% to 9% compared to Q2 2023.

-Expects Heydude revenues to contract by 19% to 17%

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Will you buy the latest $APPL M4 chip iPad Pro?

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

If you have not heard my latest episode, I've compiled all the investing mistakes that were mentioned on Me & The Market Goliath Podcast @Memarketgoliath by every valued guest speaker on the show (over 35 guests) and narrowed them to 10 of the most mentioned investing mistakes.

Spotify Link Below 👇

[Me & The Market Goliath Podcast @Memarketgoliath]

https://t.co/zJwf6RewJb

[Me & The Market Goliath Podcast @Memarketgoliath]

NEW EPISODE RELEASED!

Link below 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

New short podcast episode just released exclusively on SPOTIFY on Me & The Market Goliath Podcast @Memarketgoliath.

Me & The Market Goliath's 4⃣0⃣TH episode!

I've compiled all the investing mistakes that were mentioned by every valued guest speaker on the show and narrowed them down to 10 of the most frequently mentioned investing mistakes!

Some of the past speakers I've invited on the podcast:

Brian Feroldi @BrianFeroldi
Brian Stoffel @Brian_Stoffel_
William Green @WilliamGreen72
Tom Nash @iamtomnash
Amit Kukreja @amitisinvesting
Simon Erickson @7Innovator
Clay Finck @Clay_Finck
Rahul Setty @RahulSetty_
Cayden Chang @caydenchang
Leandro @Invesquotes
Harris Elliot @onepennypodcast
Luke Hallard @7LukeHallard
Friso Alenus @FrisoAlenus
Krzysztof Piekarski @7FlyingPlatypus
Tom Botica @TomInvesting
Dana Abramovitz @DanaAbramovitz7
Joseph Hadaway @jhadawayfc
Julian Klymochko @JulianKlymochko
Robert Leonard @therobertleonar
Daniel Shvartsman @DanielShortman
Stephanie Leung (CIO of StashAway)

🎧 Spotify link below 👇

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

This is probably Morgan Housel @morganhousel's top and most legendary quote I've heard in 2024.

"Luck plays such a big role in the world. But it’s hard to talk about. If I say you got lucky, I look jealous. If I tell myself that I got lucky, I feel diminished."

So swinging true.

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Why is Friso @FrisoAlenus bullish on the solar industry?

Watch the full episode below on the latest podcast 👇:

$JKS
$CSIQ

[Kelvin @Me & The Market Goliath Podcast @kelvinMMGoliath]

Trailer to the latest podcast episode on Me & The Market Goliath Podcast @Memarketgoliath and why you should be tuning in to hear what Friso @FrisoAlenus has to say on $CROX and the solar industry $ENPH $JKS $DQ.

Full Episode: https://t.co/xmx3BcnCvN

Spotify: https://t.co/WC1rLQUZmL