Here are our thoughts on the geopolitical atmosphere that is currently brewing on the eastern side of the globe. We theorize the worst-case scenario and how this will affect future investments. What is the worst-case scenario and how can we use this to make better decisions on foreign investments? Disclaimer: This content is for entertainment and e…

This is the first of many in-person podcast discussions that Sean and I are testing out. This talk is about the connection between China and Taiwan. Here are our thoughts on the matter. Enjoy! Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or m…

With the Chinese Communist Party Congress just happening this past week, many things were highlighted in President Xi's speech. Here is our breakdown, derived from Bloomberg, of his speech and what it means to the road ahead for China and investors. Bloomberg Article: https://www.bloomberg.com/news/articles/2022-10-16/key-takeaways-from-xi-jinping-…

Taiwan, is the center of attention in today's growing geopolitical conflicts. However, is Taiwan really the center of all strategic plans for China? Is China playing a more surrounding type game while keeping the card of Taiwan on the table? With a lot of Chinese philosophy being crafted into the game of Go, it isn't too farfetched to believe that …

We are going to step away a bit from investing topics and discuss more social interactions. As investing does cover both financial and business knowledge, it is always a good idea to remember that social and emotional interactions play a huge role when determining good investment choices. In today's episode, we go over the idea of credibility and h…

Hydroponics is making waves in the agricultural industries. With the need for better agricultural techniques, hydroponics has been at the forefront of efficiency in water and nutrient usage. With the ability to filter excessive run-offs and recycle them to multiple hydroponics system, how does that fare with crop yield and taste? Find out the opini…

In this episode, we discuss what is going on with the semiconductor industry. How this relates to Cryptocurrency's new wave of mining. Is this the end of Intel, Nvidia, AMD? Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do y…

In this episode, we discuss the effects working from home has had on the economy. What would be the shift in paradigm for this new way of working? Is it still as effective as it was during beginning of COVID, or has it lost its flare? Find out more on today's episode. Disclaimer: This content is for entertainment and educational purposes only. Thes…

In this episode, we discuss the issue with investing on the bandwagon. Is investing in the driver better than the vehicle? Find out what we think on today's episode! Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own …

In this episode, we discuss the geopolitics of China and its effects on Chinese businesses. Is it still a good time to invest in china? Are there massive opportunities in the fear of investors? Find out more on today's episode! Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not ref…

My morning thoughts on a theory I have been implementing with value investing. The idea of looking at smaller ponds for bigger opportunities. Less news coverage is better in this approach. Will this idea be bountiful by the end of the year? Only time will tell.Από τον tsgpodcast2022

In this episode, Sean and Tin discuss the effects of Social Media and Advertising in today's generation. What are the benefits or disadvantages of marketing? Is it needed, or can we do without it? Find out more on today's episode. Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not …

In this episode, we begin to explore the geopolitical tensions between Taiwan and China. What moves were made this week and how does this bode for investors? Is this a global move that we see often in the game Baduk or Weiqi? Find out more on today's episode. Disclaimer: This content is for entertainment and educational purposes only. These are str…

In this episode, Sean and Tin talk about the evolution of web formats that pertains to today's online business models. Will Web5 be a thing of the future or are we staying on Web3? How does that fare with the push towards privacy? Find out more on today's episode. Disclaimer: This content is for entertainment and educational purposes only. These ar…

In this episode, Tin and Sean discuss the prospect of Zevia as an investment and the psychology of marketing and product design. Zevia being the new soda on the block for healthy alternatives has been emerging as a new brand of soda sweetened with stevia. How does this play in the future prospects of societal health trends? Is this a good investmen…

In this episode, Sean and Tin discuss the mental shift to wealth and happiness. Building your journey begins with the first step. As habits begin to develop, opportunities open. Taxation on self, comparison to yesterday and understanding the relationship between wealth and happiness are the topics of today's episode. What do they all have in relati…

In this episode, we compare the effects of the Japanese economy to the US economy today. Taking into account our expertise in gaming, technology, crypto and value investing, we begin extrapolating ideas of the ongoing market trend our economy to that of Japan. Building into a cultural/paradigm shift, the gaming sector has also exploded in the last …

In this episode, I do a huge speculative breakdown of what is currently affecting the microchip industry. The demand has gone considerably down for these semiconductors and it could be due to the crashing of the crypto bubble. With that, I discuss my thoughts (with biased and speculative opinion) on whether or not pricing for these companies is at …

In this episode, Tin and Sean try to simplify how an economy works. As there are many complex and complicated ideas that go into building an economy, the basic questions are What is the purpose of currency? What is a business? How do both of these concepts play a role in the economy and the community? Find out more on today's podcast episode. Podca…

In this episode, Sean has Tin break down his analysis on Target using the value investing approach. What factors lead to a great company? What about the industry in general? Find out more on today's podcast episode. Podcast: https://tsgpodcast2022.podbean.com/ Disclaimer: This content is for entertainment and educational purposes only. These are st…

In this episode, Sean and Tin discuss bitcoin at the most basic level. Going through each level of bitcoin trading and bringing up different visuals related to the idea of trade, Tin's curiosity about bitcoin gets him closer to how Sean sees the potential of cryptocurrency as an investment. Podcast: https://tsgpodcast2022.podbean.com/ Disclaimer: T…

In this first Our Thoughts episode, Tin and Sean discuss and hypothesize the concept of precious metals and Asteroid Mining. What would happen if asteroid mining were successful and we were able to bring back precious metals to earth? How would this affect the economic ecosystem? Find out more on today's episode. Podcast: https://tsgpodcast2022.pod…

In this episode, I talk about what I generally do to narrow down my research on stocks. With the yahoo finance screener being glitchy this morning, I decided to try out this new screener called FinVis and it's been doing great. Rule of thumb for any investments is to stay within your circle of competence as Warren Buffett and Charlie Munger have st…

In this episode, Sean and Tin review a book about the Trillion Dollar Coach Bill Campbell. With Bill, his emotional intelligence has had waves of impact that left a lasting impression on his students. Many of his students were some of the biggest Silicon Valley leaders, Tim Cook, Steve Jobs, Susan Wojicki, and Sundar Pichai to name a few, They then…

In this Episode, Tin shares his morning thoughts on a Fidelity Survey on Finances of Young Adults. He believes a lot of this has to do with the emotional connection people make towards money as well as the stress level that comes with it. Psychology might have a big role in the handling of one's own finance and being self-aware of it might be key t…

In this episode, Sean and Tin review a book by Luke Burgis. Wanting goes into the concepts of miming others and human psychology where one's own thoughts are truly never their own. How does this play in the modern markets? Can we discover ourselves in the process? Wanting - Luke Burgis Podcast: https://tsgpodcast2022.podbean.com/ Disclaimer: This c…

In this episode, Tin shares his thoughts on the effects of the economy on the crypto market and Bitcoin. As recession looms on everyone's mind, one would think that the crypto market will be stable. However, we do not see this. Why is the stock and crypto market declining together? Disclaimer: This content is for entertainment and educational purpo…

The bond yield is currently rising which is causing the stock market to slip a bit. As bonds are now becoming more of an attractive investment, some investors may be deciding to move some funds from the stock market to the bond market. Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do…

In this episode, Sean and Tin bounce ideas back and forth to understand the concept of Central Bank Digital Currencies (CBDC) and how that may play a role in the modern economy. Why did China ban Bitcoin? Is there a use for digital coin base currency in the future? Podcast: https://tsgpodcast2022.podbean.com/ Disclaimer: This content is for enterta…

In this episode, I talk about my opinion on SPACs and why I didn't invest in them when they became popular several years ago. How does this affect the market today and why is the bubble popping? Going a bit into my understanding on fear of losing money and how that plays a role in human psychology. SPACs Investopedia definition - A special purpose …

In this video, I reflect on Carl Ichan's decision on firing 12 floors of people. The moral of the story: If it's too complicated, fire them. Building from my own experience in teaching and investing, I find that approaching the perspective of keeping things simple will help CEOs communicate better with the average investors. I value this very heavi…

In this episode, Tin and Sean go over more about biases found in the markets. Last episode, they talked about Charlie Munger's observation of human misjudgments in the marketplace. Applying what Charlie Munger has observed, Tin and Sean will go over how this applies in the bitcoin realm. What trends do you see in the markets today? Can this be less…

In this Morning Thoughts episode, I reflect on our last TMT episode and how leadership plays a role in a company. Building upon my personal experience in work, as well as my conversations with many entrepreneurs and board members, everyone seems to agree that leadership and culture are vital to the success of an organization. This is one of the fir…

In this episode, Tin and Sean go over more about biases found in the markets. How does this relate to Value investing and Crypto Markets? As a guide, they use Charlie Munger's keen observation of human bias tendencies and discuss how this is being applied to the markets today. What trends do you see in the markets today? Can this be lessened? Can w…

In this Morning Thoughts episode, I go over what Tim Cook has said during his graduation speech at Gallaudet University: Whatever you do, lead with your values. I believe that this is a very powerful statement and is really the core reason why Apple is so successful today. This connects back with what Warren Buffett has said about leading with inte…

In this episode, I talk about my thoughts on Carbon retention in terms of agricultural practice. Will this help the industry? Does this help our fight against global warming? Successful Farming Magazine: Capturing Carbon Credits From Grassland Measuring and Marketing systems are in place to meet growing demand for grassland carbon credits. - By Ray…

In this episode, Sean and Tin discuss the current events that have happened this week in the market. How is the long-term debt cycle hurting average consumers? What was the shift in behavioral spending? How this compared to pre-covid and more. With the crypto marking taking a dive this week, how is that affecting modern-day portfolios for the avera…

Storytelling and the process of creating a story is vital to my experience in investing. There are many ways to approach story building, but I take it a step further going past the numbers that we generally see on a financial report. Applying my acting experience to investment, this has prove to be extremely handy when trying to understand the moti…

How does one approach value investing? Is there a blueprint to begin? It seems overly complicated, is this really for me? What about Meme Stocks, are they a value stock right now? In this episode, Sean asks Tin about his approach to value investing. Tin goes into the idea of meme stock and the human psychology that plays a role in investing. This i…

How does one approach value investing? Is there a blueprint to begin? It seems overly complicated, is this really for me? This is Part 1! In this episode, Sean asks Tin about his approach to value investing. Tin goes into the main 4 things to look for when value investing as described by Charlie Munger while sharing his experience with investments.…

What is Warren Buffet's advice according to The Motley Fool? Is Chinese regulation looking positive? Lee Kuan Yew Autobiography, my thoughts? These are a couple of things that are interesting this morning. If you have read Lee Kuan Yew autobiography, list down below what are your thoughts about it. Warren Buffett Says Investors Should Do This 1 Thi…

Did Terra cause stricter regulation for the European Central Bank? How does the bear react? My morning thoughts with the article found on Barron's weekend edition. "With Cryptos 'Worth Nothing,' ECB's Lagarde Renews Calls for Regulation" - Lisa Beilfuss Podcast Website https://tsgpodcast2022.podbean.com/e/ep4-the-switch-to-bitcoin/ Disclaimer: This…

Why switch to bitcoin? What are some advantages and disadvantages? What is money? In this episode, the value investor asks to know more from the bitcoin enthusiast! Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies are run or managed. Please do your own r…

What’s currently going on in the crypto market? Is a recession imminent? Are the banks to blame? Find out with 5 minutes of Sean’s thoughts. Leave a comment below if you have other thesis about the market! Disclaimer: This content is for entertainment and educational purposes only. These are strictly our opinion and do not reflect how the companies…

In this episode, we delve into how we began our investing practice. Sean explains his reasoning and observation going through business school and the lessons he learned outside the academic realm. How business education is taught in school, index funds, stock pickings, efficient market theory to Warren Buffet's article and the entertainment industr…

So here is the morning thought of the day on AMC. Is it time to buy or to sell? I will be introducing the article that got me to think of this and my opinion on the subject. The idea of spreading out and creating a stronghold in other areas is a good strategy especially if you find yourself getting bogged down. This is a rule in Go that I see AMC i…

Morning thoughts on a Barron's Article by Andrew Bary "This Energy Giant Looks Like a Bargain." Really good read on the idea of dividends and breaking up the company. Using the strategies found in Go, I believe that Shell is trying to get a foothold in different facets of energy for a long-term play. I haven't looked into the company myself but the…

We will be discussing what is currently going on in the market today with the increasing fluctuation of the stable coin markets. Sean brings in his understanding and experience to help teach myself and everyone who is trying to make sense of it all. What are your current thoughts on the coin markets currently?…

Tin's Morning Thoughts #1- First in the series of my morning thoughts while reading different headlines in the newspaper. A practice/habit that I have been doing for the last 3-4 years. As a person who studies value investing, there are things that I see that are interesting right now. Topics that I will be thinking about today: Tesla and Twitter i…

Our pilot episode where we begin to lay down the foundation of our philosophy. Delving into the world of tech and the metaverse!Από τον tsgpodcast2022