Finance Musings with Saajan Doshi
13 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 2 ratingsWelcome to Finance Musings where I cover money, markets, and all things in between! Join me each week as I break down a new stock that I am bullish on and give a thematic overview of why the company will be going to the moon!
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Episodes
The Secret but Humble Beginnings Behind Dunkin's Rise
December 07, 2022 22:00 - 16 minutes - 22.4 MBFinancial Musings Episode 12: Dunkin 101 ---- ---- LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: https://...
The TRUE King Slayer (Netflix)…How Block Buster Spiraled to its Own Death
December 06, 2022 17:00 - 16 minutes - 23.3 MBFinancial Musings Episode 11: Block Buster 101 ---- ---- LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: ht...
Does Elon Musk’s Twitter have a Place in Today’s World…..The Evolution from Jack Dorsey to Today
December 06, 2022 00:00 - 17 minutes - 24.9 MBFinancial Musings Episode 10: Twitter 101 ---- LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https://www.tiktok.com/@saajandoshi? Twitter: https://twitter.com/SaajanDoshi Facebook: https://www.facebook.com/Saajan-Doshi-101283318648410 LinkedIn: https://www.l...
Did Investors Overreact by leaving NFLX too soon..?
December 03, 2022 17:00 - 20 minutes - 28.4 MBFinancial Musings Episode 9: Is NFLX on shaky ground OR Did Investors Overreact by leaving NFLX too soon ---- Was the story that NFLX painted to investors in Q4’21 THAT much different than what they were told in Q1’22? I think investors grossly overreacted during the broad sell-off that occurred in early ’22. I did record this video in April ’22, and there is a bit of validation in the thesis. However, I agree that the NFLX is/was overvalued by traditional valuation metrics. But agai...
Did This Generations Greatest Investor Exit NFLX too Soon? What changed in 3 Months
December 03, 2022 01:45 - 47 minutes - 65.4 MBFinancial Musings Episode 8: Did This Generations Greatest Investor Exit NFLX too Soon? What changed in 3 Months ---- A review of Bill Ackman’s foray into Netflix in early 2022, along with his quick exit only a few months later. Was it the wrong decision to leave when he did? What did Bill get right and wrong about the investment? Let’s take a look at Netflix’s business and think about what you should do when it comes to investing in Netflix (or not). ---- LEARN How To Get Into Inve...
2021 Investor Letter from a TOP Hedge Fund Manager taught me about what’s next…
November 22, 2022 16:00 - 34 minutes - 32 MBFinance Musings Episode 7: Michael Lippert Q4'21 Investor Letter (Barron Opportunity Fund) review. . One of the best investor letters I have read in a while. This Investor Letter is from Q4'21. If you want to become a better investor and how you approach the market - you need to read this video & read the letter. 4 Big Things that I will break down further in the video: 1. Reacting to shifts in interest rates and inflation readings/expectations 2. The impact of the Fed's actions...
Finance Musings Ep. 6: Jeremy Grantham "Let The Wild Rumpus Begin*" (Part 2)
March 05, 2022 17:00 - 30 minutes - 29.6 MBA quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin". . Quick Excerpt by Jeremy: “All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, t...
Finance Musings Ep. 5: Jeremy Grantham "Let The Wild Rumpus Begin*" (Part 1)
February 26, 2022 17:15 - 28 minutes - 25.9 MBA quick deep dive into Jeremy Grantham's latest investor letter "Let The Wild Rumpus Begin". . Quick Excerpt by Jeremy: “All 2-sigma equity bubbles in developed equity markets have burst – all the way back to trend. The U.S. reached the 2-sigma level in the summer of 2020. But some of them went to 3-sigma or more before they burst – producing longer and deeper pain. The U.S. reached 3-sigma in late 2021. Timing is uncertain and when you get to 3-sigma superbubbles, such as we have now, t...
Finance Musings Ep. 4: Howard Marks "Thinking About Macro" (Part Two)
February 19, 2022 17:00 - 36 minutes - 33.6 MBPart Two of a breakdown of Howard Mark's memo from July 2021 "Thinking About Macro"
Finance Musings Ep. 3: Howard Marks "Thinking About Macro"
February 12, 2022 18:30 - 29 minutes - 26.8 MBEpisode 3: Howard Marks "Thinking About Macro" . Howard Marks is one of my favorite investors and this is another brilliant memo written by him that addresses market forecasting and how we think about the macro environment. . LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandosh...
Finance Musings Ep. 2: Berry Plastics (Part Two)
February 06, 2022 14:00 - 30 minutes - 55.4 MBEpisode 2: Berry Plastics (Part Two) . A very exciting company that I have been doing a lot of homework on. I do not own any shares in the Company at this time, if that changes I will update this description. LEARN How To Get Into Investment Banking (for FREE): https://HowToGetIntoInvestmentBanking.com Connect with me on Social Media: YouTube: https://www.youtube.com/channel/UCnOUxc0lycxkZ8F1ADvnWdg?sub_confirmation=1 Instagram: https://www.instagram.com/saajandoshi/ TikTok: https...
Finance Musings Ep. 1: Berry Plastics (Part One)
November 23, 2021 22:18 - 30 minutes - 69.3 MBFinance Musings Ep. 1: Berry Plastics (Part One)
Finance Musings with Saajan Doshi: Trailer
October 31, 2021 17:53 - 16 seconds - 341 KBCome and join me as I do a deep dive & thematic analysis into a new stock each week!