Breakaway - Investing & Finance

I recently bought AT&T, Peloton and more Apple. Let's see where that goes! RobinHood is ridiculous and I officially don't think people should use it. Though they'll likely go public or get acquired and the founders will be loaded.  Disney is all-in on Disney+ and is dropping audacious goals to the public. With Covid they've turned lemons into lemonade and I admire their gum...

In this episode I talk about:  Life in shelter-in-place California.  IPO Mania. Snowflake $100 billion valuation and today AirBnB comes out at $100b. DoorDash at $70b. As Nellie would say it is getting hot in here, so we're taking off all our clothes.   HBO, Time Warner and therefore AT&T (all same company) are making big aggressive moves and it may be time to buy the stock...if you think...

I got a little fired up on parts of this, but More Covid Hypocrisy from our politicians; it'll literally NEVER stop. We are sheep they are the aristocracy and we shall do as they say...not as they do...obviously.  I solve Student Loan Debt while powering the economy.  Hedgefunds.  Tesla shorts. Oh boy.   A new streaming entrant Discovery+. And their CEO should fund the next bailout with his f...

General Motors is touting their prowess and comprehensive Electric Vehicle technology, initiatives and attempting to convince us they will be #1 EV manufacturer in future. I don't buy it. But they'll do fine. Tesla will continue to be phenomenal.   Netflix is trading well below its average price target and 2 prominent analysts have raised their price target.   Queen's Gambit a show...

Its ok, or at least it should be ok, to disagree with your political leaders policy (that's called politics), but none of us should have to put up with the in-your-face hypocrisy they shovel.  Tesla will now be inducted into the S&P 500 index hall of fame.  Mark Zuckerberg gets grilled by Sen. Josh Hawley of Missouri.  Disney earnings.  Tony Romo. 

Election results helping the stock market...this is how... Masters Golf. Markets up 10%+ this year; a phenomenal year by any measurement!  Pfizer saves the world and execs get rich selling stock.  

I kind of apologize to Netflix for their content. Kobra Kai is good! But Netflix needs to set more audacious goals!  Twitter's CEO Jack Dorsey gets chewed out by Sen Ted Cruz.  Covid is everywhere in sports. Can sports swing the election? 

Quibi is done. Who could have imagined (sarcastic).   Google sued by US Govt.  Tesla, Tesla, Tesla. The coolest, most original, innovative and soon to be most valuable company in the world.  

Netflix laid an egg for Q3 earnings. Don't worry all is not lost, but they need to focus on subscriber growth and better content.   Disneyland California remains closed and the Governor of CA seems hell-bent on keeping it that way as long as Covid exists.  

Disney Restructuring is a mess to watch. Its like slowly pealing the band-aid off. In the long-run they'll likely get it right, just a painful process.   Work-from-home (DropBox, JPM).  Sexual orientation vs preference (huge difference).  $52k Covid hospital rides. 

Silver linings of 210,000 Covid Deaths Disney and TimeWarner vs Netflix Draftkings stock. Overpriced?  VP debate. Mansplaining? 

Sean discusses concept behind "Breakaway" podcast.  Breakaway from groupthink and the haters. Think for yourself and for the long term.  Then dives into many reasons why Tesla is still a long-term "buy" even though it has seen a 5x multiple in its valuation over the last 9 months.