What’s Going on at Peloton? Breaking Down the Growth Strategy (and Growing Pains) of a Subscription Darling
*This article was originally published on Medium.com Why Peloton’s Growth Hit a Wall Peloton’s stock is down, after quite a ride. Peloton (PTON) is widely expected to deliver a year-over-year decline in earnings even though revenues are up, for the quarter ended December 2021. And the stock has been in a steady decline […]
Should You Buy or Sell Meta?
Practical Summary: Of all of the beaten down tech stocks that have taken their lumps since November, this is the one that Ben Graham would pick. Meta is no longer a compelling “growth” story, but it will make an excellent “value” play once it rotates to investors who like that kind of thing. With a […]
Why Companies Buyback Their Shares
What are corporate stock buybacks (also known as share/stock repurchasing programs)? Should you choose dividends or special distributions when excess capital is on the company balance sheets? This article will provide an overview of stock buybacks and both their advantages and disadvantages to shareholders. What are Stock Buybacks? Imagine there is a public company called […]
Investor Behavior During Financial Crisis
Dan Rasmussen is Founder and CIO of Verdad Advisers. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. In 2017, he was named to the Forbes 30 under 30 list. If you enjoyed this video please share it! Dan Rasmussen’s talk covers the following topics: Bubbles versus crises Investing in emerging markets The […]
What Makes A Great Investor | Stanley Druckenmiller
Stanley Druckenmiller is the CEO of Duquesne Family Office, an investment fund founded in 2010 to manage his personal investments. He is best known as the CEO and Founder Duquesne Capital, a hedge fund Druckenmiller ran from 1981 until 2010, when he shuttered the fund and returned all of the money to his clients. If […]
Assessing Stock Market Bubbles
Ray Dalio is founder and co-chief investment officer of Bridgewater Associates. Ray is regarded as one of the greatest innovators in the finance world, having popularized many commonly used practices, such as risk parity, currency overlay, portable alpha, and global inflation-indexed bond management. Ray Dalio’s talk covers the following topics: Six features that make a […]
ETFs and Index Funds
The Silicon Valley Investors Club is excited to have Drawing Capital join us for a talk about investing in ETFs and index funds.
Getting Over the “Market Crash” Hurdle
Wendy is the principal broker for Papasan Properties Group @ Keller Williams. She has locations in Austin, TX, Dallas TX, Houston TX and Minneapolis MN. In addition to leading her real estate teams, she is the co-host of the popular podcast Empire Building. She shares her approach in finding a great investment opportunity and the right questions to ask before moving forward.
Hedge Fund Manager’s View On The Stock Market | Ben Melkman
Ben Melkman, the founder of Light Sky Macro Hedge Fund, was recently interviewed on Bloomberg and he talked about the world economy and his expectations for asset returns. He expects the Covid-19 pandemic will usher in a world of permanently low-interest rates, huge deficits, sluggish growth, resurgent inflation, and declining U.S. power and influence. He […]
