The Stock Doctor

On the first episode of 2023, I discuss why I think the Federal Reserve is about to make another policy error, the December sales numbers of Indian Autos, and why, despite a strong quarter, I still don't like Nike's stock.  P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening...

In the final episode of 2022, I discuss the November inflation data and the Fed's subsequent reaction, the impact of the Specialty Steel PLI Scheme on Indian Steel sector, and why Delta Airlines is my top pick for 2023.  P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and...

This week, I talk about the U.S. Producer Price Index data and how it has thrown a spanner in the works ahead of next week's inflation data, how Indian automakers are ending 2022 on a high, and whether the pullback in Salesforce stock is worth looking into.  P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@...

This week, I talk about the minutes of the latest Fed meeting, why I remain positive on India's renewable energy situation, and why Valuation continues to be my only concern when it comes to best-in-class Palo Alto Networks. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening...

This week, I talk about the latest U.S. inflation data, the reason behind India's strong credit growth, and why Uber should be appreciated more! P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!

This week, I talk about whether the Federal Reserve is getting predictable, how October was a fabulous month for Indian autos, and why the bloodbath in Alphabet's stock presents a great opportunity to invest! P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you nex...

This week, I examine how companies have performed so far as Q3 earnings season shifts gears, how Reliance Industries fared in the second quarter, and why I am finally a fan of Netflix stock.  P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you listening and see you next week. Until then, s...

This week, I discuss the impact of the red-hot September CPI data on the markets, the Adani vs. Birla battle in the cement space, and why Delta Airlines, in my opinion, is just a phenomenally run company. 

This week, I talk about the September U.S Jobs Report and why it doesn't bring any joy to investors, the Indian autos' impressive September sales, and why I think Nike management is making the same mistake again.   P.S: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Tha...

On this week's episode, I discuss why I am not buying the Fed's current rhetoric, the intriguing decoupling that's taking place between Indian and U.S. equity markets, and Why FedEx Corp is becoming a bad example of his quality corporate governance.  P.S: The Stock Doctor joined Twitter recently. Give a follow @stockdocpod.  If you have a specific Indian or US stock suggestion for the doctor to di...

The Stock Doctor Turns One! And on this special occasion, I decided to create a special episode. For the first time on this show, we have a guest! And it's Gabriel Shabat of Shabat Media LLC.  On this special episode celebrating the 1 year anniversary of the Stock Doctor, catch my full interview with Gabriel where we discussed the U.S. Inflation, what Fed Chair Jerome Powell should do going forwar...

This week, I talk about the U.S. Jobs Report and the state of the U.S. labour market as we approach the September curse, the strong performance of the Indian autos and why its performance in China makes me love Lululemon.  P.S.: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. 

This week, I discuss the strong words from Fed Chair Jerome Powell that rattled markets, how there's much to smile for India's banks, and why Palo Alto Networks is a company to watch despite being priced for perfection. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com

This week, I discuss how the markets may gotten ahead of themselves while interpreting the Fed's next move, how the entry of Mahindra & Mahindra and Ola Electric should make India's 4-wheeler EV space exciting, and why there's still value in investing in Alphabet even in this market. 

This week, I dissect the U.S. inflation data and its impact on the markets, the July auto sales numbers of the Indian autos, and I talk about why Uber continues to remain one of my top picks. DISCLAIMER: My family and/or I own shares of UBER. 

This week, I give my take on the Fed's decision to hike interest rates by 75 bps and Fed Chair Jerome Powell's surprising comments during his press conference, I talk about how India's 5G auction played out, and also provide you with an update on General Motors on the back of its earnings season. 

This week, I am back with an episode where I talk about how its a week of reckoning for the likes of Alphabet and Meta and for the Indian telecom sector. I also discuss why there's much to be loved about the maker of Barbie dolls. 

This week, I discuss the new twist in the Elon Musk vs. Twitter saga, the implications of the U.S. Jobs report, what Adani's entry into the Telecom space means for the entire sector, and why Levi Strauss deserves lots of love.

This week, I discuss how we are finally starting to see the impact of Fed's rate hikes on the overall economy, in the form of earnings downgrade. I also discuss the June sales of Indian automakers and revisit Nike and dissect potential as an investment. 

This week, I discuss the market rally witnessed last week, the threat facing India's EV revolution, and the long-term investing potential of FedEx Corp.  Additional Information You can register for FedEx's Investor Day taking place on June 29th using this link: https://www.investorsmeeting.fedex.com/home/default.aspx

This week, I discuss the Fed's decision to hike interest rates by 75 bps, the Indian government's plans for 5G spectrum auctions, and an update on Nvidia.  DISCLAIMER: My family and/or I are LONG NVDA. 

This week, I discuss how rising inflation is tormenting investors in both the U.S. and Indian equity markets and why Uber remains one of my top picks for the long-term. 

It's great to be back! Apologies for the slightly-longer than expected hiatus, got caught up with some time-sensitive commitments.  This week, I talk about the comments from Jamie Dimon and Elon Musk regarding the economy, I discuss the May auto sales numbers, and I talk about the challenges facing General Motors.

Happy Easter everybody! This week, I talk about the Elon Musk's "bizarre" bid for Twitter, the earnings of Indian IT giants TCS and Infosys, and also give you an update on Delta Airlines. 

This week, I give my opinion on whether the ultra-aggressive approach from the Federal Reserve is warranted for, I talk about the mega-merger that everyone's talking about in India, and I provide an update on whether Levi Strauss is a worthy investment.