Hoda Mehr

Do Your Research

Business EN ↓ 266 episodes

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

Author

Hoda Mehr

Category

Business

Podcast website

hodamehr.substack.com

Latest episode

Mar 24, 2024

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Episodes

Ep 240: Find Stocks Like Buffett Even With Small Amounts of Money 26.08.2023

On several occasions, investors have asked what Warren Buffett would do if he had a small amount of money and wanted to make lots of money in the stock market. In today's episode , I'll show you how Warren Buffett recommends you pick stocks. After we understand how he does it, I'd share a more practical and useful template you can use to find and screen stocks according to his methodology but in a...

Ep 239: Michael Burry Expects A Market Crash - This Is Why 19.08.2023

Michael Burry, the man who foresaw the 2008 housing market crash, has recently shorted the entire stock market once again! He is not alone in his market crash prediction. Other investors and analysts such as Bill Ackman and Cathie Wood agree with Burry and have found different ways to protect their portfolios. At the same time, economic indicators such as the VIX Index, the Yield Curve, or the Une...

Ep 238: Three Earnings Surprises You Need to Know 12.08.2023

The earnings season is in full swing, and the usual revenue and profit misses and beats come with it. But companies make all sorts of announcements during the earnings reports, and not all are revenue and profit related. Three companies made surprise announcements that are worth paying attention to, especially if you plan to invest in them or are an investor already: Palantir , PayPal , and PubMat...

Ep 237: The Real Threat of Fitch’s U.S. Downgrade 05.08.2023

The world is changing! Fitch Ratings downgraded the U.S.'s creditworthiness from triple-A to double-A+. The United States of America was once the absolute economic power in the world, and the U.S. dollar was the most desired currency globally. But, credit agencies like Fitch have started to paint a new picture by downgrading the country's creditworthiness. Is there a real threat? In this episode ,...

Ep 236: Accidental Origin of The 2% Inflation Rate Target 29.07.2023

Jerome Powell and his colleagues at the Federal Reserve have a North Star – a 2% target for the U.S. inflation rate. It's more than a North Star. It's their religion, their obsession, their reason for living. They do everything possible to reach the 2% target inflation rate. What's so magical about a 2% inflation rate? Who says a 2% target is right, and what happens when we finally reach the 2% ta...

Ep 235: Ultimate Step-by-Step Guide For Fundamental Stock Analysis 22.07.2023

Today's episode is one of the most requested videos of the Stock Card community – How to do fundamental analysis and how Stock Card can help. The good news is that fundamental investing is arguably one of the easiest ways to invest. Investing is stressful and hard when you worry about stock prices. In fundamental investing, you don't stress about price fluctuations or what the news says. In fundam...

Ep 234: AMD VS. NVDA - The Battle for AI Semiconductors Dominance 15.07.2023

Advanced Micro Devices (AMD) is a lonely AI stock, down double-digits last month. How can a company that makes chips and semiconductors that power artificial intelligence and other digital applications be down double-digits while competitors like NVDA are up more than 50% in the last three months? Investors price NVDA at more than 40 times its current sales, while AMD has a price-to-sales ratio of...

Ep 233: Is Nio The Next Tesla? 08.07.2023

Nio (NIO)  is an Electric Vehicle manufacturer with a unique twist. Instead of plugging your car to charge, you can pull up to a Power Swap station and change your battery for a fully-charged one in less than 5 minutes. Cool, unique technologies combined with high-end, beautifully designed cars make for good growth stories, making NIO's stock one of the market's most researched stocks. Some invest...

Ep 232: Is SoFi A Meme Stock Or The Future Of Fintech 01.07.2023

There are two types of SoFi (SOFI) investors: Some investors believe it's a meme stock, a stock riding the market's hype cycle, beloved by retail investor communities like Reddit. For example, Roundhill's Meme stocks ETF has more than 4% of its fund allocated to SoFi. On the other extreme side sit investors who believe the company is shaping the future of financial technology. For example, Ark Inv...

Ep 231: The Hidden Potential of Vaccine Stocks Even NOW 24.06.2023

Novavax, Pfizer, and Moderna were at the top of the world during the Covid 19 pandemic. The global demand for a new vaccine to save humanity and the economy from a disaster and collapse was the most important topic, and the companies that researched and developed the vaccines were the kings of wall street. Where are those stocks now, and should we invest in them now that the hype has subsided? The...

Ep 230: Can Apple Get Even Bigger Than $3T Market Cap 17.06.2023

Apple: Almost $3 Trillion market cap 120,000% all-time price return $400B in annual revenue $120B in annual free cash flow $100B in cash and cash equivalents on the balance sheet And a brand that inspires! A tech company that doesn't stop innovating. And a stock that pays consistent dividends. Apple is a perfect company. But a perfect company doesn't mean a perfect stock. Apple is priced at more t...

Ep 229: Is UiPath A Better AI Stock Than NVIDIA? 10.06.2023

Artificial Intelligence is the talk of the town. Nvidia 's stock recently jumped 25%+ in a day after announcing a surprising revenue forecast thanks to heightened demand for data centers that can handle generative AI applications. Nvidia's stock is great but too expensive. If we are not investing in NVDA , what do we invest in that benefits from the same trends and has solid operations while not p...

Ep 228: Is It Too Late To Invest In NVIDIA? 03.06.2023

On May 24th, 2023, $750M Nvidia jumped 26% after its earnings release while reporting a 13% year-over-year revenue growth decline. How can a mega-cap stock jump nearly 30% in one day, and how is that possible when revenue growth decelerates? The answer is the AI boom. Aside from the recent price rally, Nvidia's stock price is no stranger to big jumps in price thanks to similar technological boom c...

Ep 227: Is Michael Burry Wrong About JD.com? 27.05.2023

Micahel Burry is as close as it gets to a stock market celebrity. Investors like to follow his every move. The always-pessimistic investor has earned the right to his celebrity status by enduring the emotional toll it takes on one's mind to go against the mainstream and make big bets. Now he is betting on China's consumer spending recovery by picking up Alibaba #BABA and JD.com #JD shares.   Is he...

Ep 226: Unity’s Unrivaled Storytelling Power 20.05.2023

Unity (U) software is a platform that lets other companies tell beautiful stories in video games and beyond. Believing in Unity's story and expecting its stock to generate a massive return on your investment is so easy to accept, especially in a world where digital experiences become more immersive, beautiful, and unbelievably real. But, as investors, we can't fly with the stories. We must look be...

Ep 225: Airbnb’s Superpower 13.05.2023

Ah! The beauty of traveling anywhere in the world and living a dream, even for a few days, is Airbnb's promise to travelers. It also allows anyone to earn passive income from the extra room in their house or the entire house by renting it to others through Airbnb's platform. But those dreams haven't yet made the company's investors any money. The company's stock, ticker ABNB , has lost nearly 30%...

Ep 224: Are You Too Late To Buy SHOP? 06.05.2023

The so-called Amazon-killer company, Shopify (Ticker: SHOP), is up more than 20% in the last few days, like it's 2021 all over again. What did the company share in its latest earnings report that has investors piling up shares, and is it too late to get in on the action? Let's talk about that!   Correction: In this episode, I mention ARKK has an 11% SHOP allocation. That's incorrect. ARKK's SHOP a...

Ep 223: TikTok Isn’t Killing Snap 29.04.2023

Snap is a $13B technology company that almost every teenager uses its app to connect with friends. It has successfully engaged and satisfied its users but not so much its investors. Its stock is down more than 50% since its IPO in 2017. Many attribute Snap's fall to TikTok's fierce competition in recent years. Is that reason justified, or is the 50% drop in the stock price a buying opportunity?  ...

Ep 222: 90% Drop: Should You Invest in Fastly? 22.04.2023

👀 Get the list of CDN stocks 🔬 Research FSLY on Stock Card Fastly (FSLY) was one of the hot stocks during the COVID-19 pandemic. The company went public in 2019 and started its first trading day at around $21 per share. By October 2020, its stock was trading at nearly $130 per share, up by more than 400% in roughly a year and a half after its IPO. Two years after, by the end of 2022, the stock l...

Ep 221: Cannabis Stocks Are Not Dead Yet! 15.04.2023

The year was 2018-19, and Cannabis stocks were hot! One of the market leaders, Canopy Growth was trading at $50 per share, and another, Tilrary, was priced at more than $140 per share. Fast forward to 2023, and cannabis stocks have lost almost all their value. Both those market leader stocks are now down 98% from their all-time highs of 2018-19.  Cannabis stocks are either destined for bankruptcy,...

Ep 220: Explosively Growing Market No One Talks About 08.04.2023

Roughly ten years ago, I skipped investing in Axon Enterprise (AXON) and missed an opportunity to hold a stock that has since grown by more than 10X. But good investors don't repeat the same mistakes twice! Axon is a great company, but even greater is the Police & Public Safety Technology industry. It is growing by ~30% per year, and it is just getting started. Today I'm glad to officially the Sto...

Ep 219: Three Ways To Invest After SVB’s Failure 24.03.2023

The loser panics. The victor makes a decision. If stock market losers panic and sell, what do smart investors do when the market goes through difficult times? They act the opposite and invest. The Silicon Valley Bank (SVB) meltdown is one of those situations that has created broad market panic, making investors wonder how to act like a winner and which stocks or ETFs to consider. In today's episod...

Ep 218: Stop Making The Cardinal Investing Sin 09.04.2022

🏷️ https://stockcard.io is free to research stocks and ETFs easily and without technical jargon. If you upgrade to the unlimited VIP version use promo code "rollwithourceo" to get Hoda's exclusive discount:  https://stockcard.io/payment/VIP-annually?utm_medium=Podcast&utm_source=VideoDesc&utm_campaign=ROCC TODAY'S EPISODE: 👋  Recently, I spoke with a few Stock Cardians who have been thrown off of...

Ep 217: Lucky Or Genius? Is Cathie Wood A Good Investor Worth Following? 02.04.2022

🏷️ StockCard.io is free to research stocks and ETFs easily and without technical jargon. If you upgrade to the VIP version your research becomes unlimited. Get a 10% discount in addition to a 14-day free trial using promo code "rollwithourceo" when you upgrade: https://stockcard.io/payment/VIP-annually?utm_medium=Podcast&utm_source=VideoDesc&utm_campaign=ROCC 🎥 We all live in the age of celebrity...

Ep 216: Don’t Buy the Dip! A Conversation with Ramin Nakisa of PensionCraft 05.03.2022

🎉 Ramin Nakisa, Founder & CEO of @PensionCraft  YouTube channel, is Stock Card CEO's guest this week. They talk about why you should not buy the dip, what to do if you were Cathie Wood, and played a buy, sell or hold game.   01:31 What is the story behind the PensionCraft YouTube channel? 08:27 Why should investors not "Buy the Dip"? 15:53 Is it a good time to buy the dip in Cathie Wood and ARK I...

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