The SunnyPoint Podcast

This episode covers the US investing landscape and how it evolved during the first quarter of 2023. It goes on to list current sector and stock picks; and also answers listener questions. . To share your experiences/ask questions, follow along on Instagram (@thesunnypoint)

I review the performance of our 2021 picks (final review): wins, losses, and lessons learned. Share your experiences/questions on Instagram (@thesunnypoint)

I run through a half yearly review of the 2021 ETF portfolio: wins, losses, lessons learned, and what I’m doing. Follow along and share your experiences/questions on Instagram (@thesunnypoint)

We talk with Brian Feroldi (Motley Fool) to understand how he goes about investing in high quality, high growth companies. We walk through the following topics: - How to think of valuations for high growth companies? - How to think of P/E and P/S multiples? - What would higher interest rates do to high flying tech stocks? - Is there a price where a stock becomes a hold vs a buy? - How to evaluate companies you may not be a consumer of? - How much does Brian cap his invested capital/stock and how he lets winners run - How does an all-FANG portfolio compare to one comprising of mid-cap growth - Much more - Fire Round: we find out - 1) Brian's top picks for 2021, 2) Brian's favorite SPAC, 3) Books every investor should read --- Links, Brian Feroldi: 1) Twitter: @brianferoldi 2) Link to Brian's Checklist: https://boards.fool.com/brian39s-quality-checklist-version-20-32973109.aspx 3) His articles: https://www.fool.com/author/14471/ 4) Substack: brianferoldi.substack.com --- Links, Sunny Goklani: I reply to ALL DMs on my Instagram and to present a investment best practice every Tuesday. Reach out with questions/comments/suggestions - 1) Instagram: @thesunnypoint 2) Twitter: @ABraveBull - Board Game Link: http://www.sunnygoklani.com/boardgame.html - Youtube Link: http://bit.ly/sunnypoinyinvestingyoutube

In this episode, first of 2021, I discuss my top 10 picks for 2021, which can be invested in as a portfolio/basket. I lay out my reasoning as to why I picked these investments. Invest as little as $100 and follow along. Blog link: https://bit.ly/SP2021ETF ; Live Portfolio tracking: https://bit.ly/2021ETF