Hoda Mehr

Do Your Research

Do Your Research show (formerly Renegade Investors podcast) is a show by the founder and CEO of StockCard.io where she shares detailed fundamental research and fascinating investment-related stories. As before, the show rebels against the conventional wisdom of investing! We take common and well-accepted investment wisdom, tear it apart, and explore alternative ways of investing. hodamehr.substack.com

Autor

Hoda Mehr

Kategorie

Business

Podcast-Website

hodamehr.substack.com

Neueste Folge

24. Mär 2024

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Five Uncommon Stocks Powering Nvidia & Other Hot Chip Stocks 24.03.2024

👉 Visit and follow the Chip Stock Investor portfolio: https://stockcard.io/portfoliostore/ChipStockInvestorPortfolio 👉 Learn more about Nick and Kasey Rossolillo's Research & Portfolio: https://chipstockinvestor.com/   👉 Conversation with Matt Wolodarsky (Train AI to Pick Multi-Baggers: https://youtu.be/GYKyFdoCzrA?feature=shared 👉 Conversation with Steve Symington (BLAST Stocks Framework)...

How To Train AI To Pick Multi-Bagger Stocks: Wealthy Owl Method 16.03.2024

👉 Visit and follow the Wealthy Owl portfolio: https://stockcard.io/portfoliostore/wealthyowl 👉 Submit stock research requests to Wealthy Owl: https://twitter.com/OwlWealthy This episode is a conversation with Matt Wolodarsky, the brain behind the Wealthy Owl portfolio that has been beating the S&P quite nicely. Over years of investing in technology companies, Matt has developed a 6-part meth...

What's Better Than Picking Good Stocks? 02.03.2024

👉 Join and Win the Contest: https://stockcard.io/portfoliostore?goal=7investing%2520Stock%2520Picking%2520Competition&sortOn=weightedPortGain%7E%7Edesc What's better than picking stocks that go up? Picking stocks that go up in a stock picking competition that pays up to $1499 in cash and other prizes. Today's episode is a double-whammy: First, you learn about our partnership with 7investing t...

Why NVIDIA's Rally Can Keep Going On (Mini Episode) 24.02.2024

Do you wonder why Nvidia 's stock price keeps going up even though its price-to-earnings ratio is approaching 100 times, its price-to-sales ratio has surpassed 30 times, and its revenue growth has slowed down from 90% in Q2 2024 to 19% in Q4? It all started when the company unexpectedly doubled its revenue in one quarter due to demand for data centers that can handle artificial intelligence applic...

How One Value Investor Makes Money In the Broken Stock Market 17.02.2024

👉 Get David Einhorn's Stock Screener: https://stockcard.io/ideas/65ce94e18db2cb9041f66439 👉 Research Kevue Inc  #KVUE: https://stockcard.io/KVUE 👉 Research Alight Inc #ALIT: https://stockcard.io/ALIT   We all have heard it: value investing is dead.  Stocks like Alibaba and PayPal are classic value stocks with price-to-earnings ratios in the 10 to 15 times range. They are priced significantly lo...

Real Estate Is Killing Banks Again 10.02.2024

👉 Get the list of Office REITs: https://stockcard.io/featuredtheme/REIT%20-%20Office 👉 Research Alexandria Real Estate Equities #ARE #REIT: https://stockcard.io/AXP 👉 Research Boston Properties #BXP #REIT: https://stockcard.io/BXP   If you mix these three ingredients: High interest rates, Commercial property and office buildings’ low occupancy rates, And $2.8 trillion in commercial loans coming...

Outperform 99% Of Investors With QLTY Methodology 03.02.2024

👉 Get the Quality at Reasonable Price Screener: https://stockcard.io/ideas/65bd575bd704f29b4537b31f 👉 Research Quality ETF #QLTY: https://stockcard.io/etf/QLTY   GMO Asset Management is a firm that manages $61B in capital. It’s been actively picking stocks in its GMO Quality Fund for ten years, and it has managed to beat the market in every single year of the last decade with an annualized retur...

BLAST Framework by Steve Symington: How To Find Stocks To Buy 27.01.2024

Get Steve Symington's Stock Picks and Research:  🔗 Including His In-depth Analyses: https://bottomlineinvesting.com/ 👉 Follow His Portfolio on Stock Card: https://bit.ly/3HBOlTs 🐦 Follow Steve on Twitter ( X.com ): https://twitter.com/Steve_Symington  All successful investors have a personal set of rules they follow to pick stocks and differentiate losers from winners. Having such a framework t...

Unbelievable Risks of Investing In Bitcoin ETFs 20.01.2024

If investment risk is defined as the probability of permanent loss of your money, how likely is it for you to lose it if you invest in Bitcoin, specifically in the newly approved Bitcoin ETFs? We all heard Warren Buffett rejecting Bitcoin as a good fundamental investment because it has no intrinsic value. Still, some of the largest asset managers in the world launched a Bitcoin ETF only a few days...

How to Avoid The Real Risks in Your Investment Portfolio 13.01.2024

👉 Level Up Your Portfolio & Reduce Risk in 2024 - Sign Up For A One-on-One Coaching Program: https://blog.stockcard.io/coaching_portfolio.html You've most likely heard of diversification and rebalancing as good ways to reduce risk in your portfolio. But some of the best investors in the world don't agree with those. Warren Buffett is against diversification and calls it a protection against i...

How to Make The Best Portfolio of Your Life in 2024 06.01.2024

👉 Book Your Portfolio Level-Up Session: https://blog.stockcard.io/coaching_portfolio.html Let's say in 2024, you want to make your portfolio the best you have ever had and reduce stress and anxiety over your investments. How do you go about it? Common portfolio management advice includes diversification, rebalancing, and things of that sort. You've probably heard of them too many times. I want to...

Uber’s Financial 180: The Astonishing Fundamental Shift! 💸🔄 16.12.2023

Only a few years ago, Uber was losing a couple of billion dollars each year, had billions of dollars in debt, and needed an actual path to profitability. I thought Uber was going bankrupt. But things have changed! DRASTICALLY! Uber is profitable and generated almost one billion dollars in free cash flow in a quarter. The company is also expected to join the S&P 500 index on December 18th, 2023...

Breaking Down Affirm’s 100% Stock Price Jump in 30 Days 09.12.2023

Have you looked at Affirm's stock price chart in the last few days? Thirty days ago, it was $20 per share. Now, it is $42, 102% higher. Despite the stock price doubling after its earnings report, the average analysts' price target is 50% lower than its current price. Who is right?  Is Affirm 100% better fundamentally than where it was 30 days ago, or are the financial analysts right about Affirm a...

How to Invest Like Charlie Munger (3 of His Mental Tricks) 02.12.2023

This week, we said goodbye to Charlie Munger, co-chairman of Berkshire Hathaway and the long-time partner of Warren Buffett.  In today's episode, I want to discuss his approach to picking stocks to celebrate his life and the thought-provoking one-liner commentaries he shared with us over the years.  The second part of the episode is for those of us who want to get practical and put his approach in...

Worst Investment Mistake in 2024 (And How to Avoid It) 25.11.2023

👉 Get the list of high-yield corporate bond ETFs: https://stockcard.io/ideas/6560e4ed198aa6d59fc450e2 📺 Watch How to Double Your Portfolio Faster: https://youtu.be/Go0FQrWqZPU 👉 Start Your Fundamental Research on Stock Card: https://stockcard.io/auth/signup   About this episode: What do you think is the worst investment mistake you can make in 2024? There is always the common mistake of not inv...

Why Only the U.S. Government Shuts Down 18.11.2023

Congress passed, and the President signed a bill to avert a government shutdown for now. Phew! But hang on! Why does the world's largest economic power and the symbol of democracy often go through this seemingly humiliating shutdown process? And what are the implications for people, our economy, and stock market investors like you and me? In today's episode, I unravel the mystery behind the U.S.'s...

How Did SBF Make People Trust Him? 04.11.2023

Sam Bankman Fried, SBF, founder of now-bankrupt cryptocurrency exchange FTX and the former golden boy of the crypto industry, was found guilty of seven counts of fraud and conspiracy. Why am I talking about him? As investors, companies' leadership quality is one of the most critical qualitative factors we must research. For a few years, SBF painted a picture of a visionary, convincing more than a...

Huddle Together - It’s A Town Hall 21.10.2023

✍️ Fill out the survey, please: https://stockcard.io/home?intercom_survey_id=36573323 📚 Learn about two new 1-on-1 Coaching programs: https://blog.stockcard.io/coaching.html   Welcome to our first-ever town hall video for Stock Card users! What is it for? Every week, on Saturdays, I either send a detailed fundamental analysis like PayPal's Fundamentals Analysis two weeks ago or share fascinating...

Ep 247: The REAL Difference Between BAD and GOOD Investors 14.10.2023

✍️ Enroll In One-On-One Coaching Session: https://blog.stockcard.io/coaching.html ------------------ Back in 2020, when the stock market didn't go anywhere but up, Dave Portnoy, founder of Barstool Sports, decided to become a stock market investor. If you haven't watched his stock-picking shows, I can summarize them for you. He used Scrabble to pick stocks. Really! Not joking! He then declared him...

Ep 246: Is PayPal (PYPL) A Dinosaur? 07.10.2023

PayPal's stock price was once soaring at over $300 a share and has now plummeted by a jaw-dropping 80%.  Is this the end of the road for PayPal, or could it be a golden investment opportunity in disguise?  There is actually a debate going on Wall Street: Some say PayPal is a financial technology dinosaur, losing its market leadership.  Others believe it's a sleeping giant waiting to rise from the...

Ep 245: Do These 3 Things To DOUBLE Your Money Faster Than Everyone Else 30.09.2023

There is a rule in investing and portfolio management that every investor should learn on day 1: Rule 72.   If you make an average 10% return annually in the stock market, doubling your money takes about 7 years. You get the 7 years by dividing 72 by 10%. The 10% return is the average annual return of the S&P 500 index ETF in the last 30 years.  Are there practical ways not to gamble with our...

Ep 244: Three Must-Know Investment Lessons by A Violin 23.09.2023

Had you invested in world-renowned Stradivarius violins in 2010, the average annual price appreciation between 2010 and 2022 was 9.7%. Other violin brands, such as Joannes Pressenda and Lorenzo Storioni violins, have had 10.7% and 13.4% annualized returns in the same time period, respectively.  Compare that to the inflation-adjusted yearly return of 9.76% by the S&P 500 index, including all di...

Ep 243: The Rise of Instacart - Should You Invest in CART IPO? 16.09.2023

Instacart is one of the hottest tech IPOs in 2023, going public next week with an expected ~$9B market cap. If it goes through, Instacart's IPO success is the story of building the right product in a massive market at the right time. Its success sits at the intersection of eCommerce and Gig Economy, and it can be a good investment when it goes public.  If you are curious about Instacart, ticker CA...

Ep 242: Top 3 Stocks Most Super Investors Own – Should You? 09.09.2023

I've read a fascinating study about cloning super investors like Warren Buffett this week. If you copied Warren Buffett's top 10 holdings and rebalanced them every quarter, you could have outperformed the S&P 500 by three percentage points yearly between 2000 and 2019. That's strong evidence that sometimes copying the right investor can be a good strategy. But not every investor is worth that...

Ep 241: China’s Real Estate Crisis Explained - Why The World Is Worried 02.09.2023

The world potentially has a huge economic crisis on the horizon. Its cause is China's real estate sector. You must have heard that Evergrande, one of China's largest real estate companies, with $340B in debt, has filed for Chapter 15 bankruptcy in the U.S. Another prominent property developer, Country Garden, has just warned investors of bankruptcy, with 43% of its debt coming due in the next 12 m...

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