Jun 21, 2024
Stock Investing Info from Earnings Hub w/ Hamid Shojaee – Part 2
AZ TRT S05 EP24 (239) 6-16-2024
What We Learned This Week:
- Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls
- Earnings info for Public Co’s is often hard to find, and the income for stocks is crucial to the price
- Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks
- Concentration Builds Wealth – Diversification Preserves it.
- Looking for companies that can grow 10x over the next few years, and this is hard with massive companies worth $ trillions like Apple or Microsoft
Guests: Hamid Shojaee
Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.
Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.
Axosoft – software tools for software development
PureChat – live chat software for websites
Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.
What is Savvy Trader?
Create
Create a virtual portfolio of your stocks and crypto. Buy or sell your investments at any time to keep your portfolio up to date.
Share
Share your portfolio for free, or set a price, for your followers to get access to your portfolio and notified about your trades.
Notify
Notify your subscribers when you make a trade. Savvy Trader will send a text or email to everyone subscribed to your portfolio.
Savvy Trader is on a mission to make investment information more accessible.
Learning about stocks and crypto can be intimidating and overwhelming with incredibly high levels of noise and very little signal.
Savvy Trader helps solve this problem in two ways:
- Create and trade stocks and crypto in a safe virtual portfolio environment. The Savvy Trader virtual portfolios work a lot like a real brokerage account, except the trades are not real, allowing users to experiment and learn.
- Portfolio Creators can also share their virtual portfolios. A great way to learn about stocks and crypto is to see the virtual portfolios of others, see the actual performance of those portfolios as if they were real, and learn about the reasons behind the creators decisions for buying or selling each holding.
So go ahead, create a virtual portfolio and share it with the world.
Speaking of, I have a Savvy Trader virtual portfolio myself. Truth be told, I wanted to create Savvy Trader for myself as an easy way for me to consolidate my holdings in multiple accounts into a single virtual portfolio that represents my actual investments, and I wanted an easy way to share my portfolio details with friends and family. You can subscribe to my portfolio below - it's free!
Notes:
Savvy trader a website created by Hamid for portfolio sharing. You can see what stocks other people are buying. You can also create custom portfolio as well as build an audience. They pay creators $25 a month.
Under the Savvy Trader brand, they created Earnings Hub, which gives the quarterly earnings reports of Companies and their stocks. You can get a summary of the quarterly calls, analyst expectations, analyst analysis, the actual earnings, and the calendar on when the earnings come out.
Hamid is a long-term investor who looks for growth, earnings, and earnings validation. The old mantra of, trust but verify. He is definitely a fundamental investor like Buffet, who looks at the numbers of the company. Also believes in companies who make investments in R&D. Looking for great companies with a growing Market Cap.
Part 2
Another company Hamid likes is called Rocket Lab. Stock is $4 and they have a Market Cap of $2 billion vs a competitor like SpaceX valued at $180 billion. Just like SpaceX, Rocket Lab will be putting satellites into orbit.
Over speculation on a stock, and making a problem more than it is, can hurt a stock price. This can create opportunities, if it’s a good company, can withstand the short term problems. Investors need to see through those problems, and see how serious it is. What will be the short term cost to the company.
You want to buy good companies, at a great price. Stocks in 2022 at a great price, lots of opportunities. In 2024, stock price is high. It’s now just a good price even though the company still good.
A good investor can take advantage of short term volatility. An example of this. is Tesla. That has both benefited, and then sometimes been hurt by volatility. The story behind Tesla sometimes is a growth story based around EV cars, and the mystique of its CEO Elon Musk.
On the downside, when he does some controversy on Twitter, it can hurt the stock. 2023 into 2024, Tesla is facing some issues with slowing growth. Hamid believes that the story of Tesla is actually helping to prop up the stock.
Elon Musk has diversified through the years, not only is their Tesla, now owns Twitter, he owns SpaceX, and has moved into NeuroLink.
Savvy trader, you can share your portfolio. Anyone who joins can see her needs portfolio. Once you make a change on a stock, it is shared in real time.
Part 2 - OT
When do you sell? Try to sell high, when stocks are at prices of euphoria and take some profits. Take money off the table.
For example, Hamid has been trimming Netflix stock holdings as the price has gone up. He’s also trimmed some of his Meta-Facebook stock, as it had grown to 30% of his portfolio. He is even trimming Robin Hood, even though he thinks the stock has more potential to run up.
Hamid monitors about 20 stocks, and then will buy one or two.
He’s a big fan of Rocket Lab, which is in competition with SpaceX and its subsidiary Starlink providing satellite internet. This is all about putting satellites into space. Curious to see if Amazon Jeff Bezos space company, Blue Origin will be in the mix later.
One book Hamid likes is Innovators Dilemma by Clayton Christiansen, that discusses the problem of disruption from smaller companies. Culture of successful Company typically is it married to their current business model and technology. Rarely do innovators innovate a second time. They become a prisoner of their current business and cannot see what the next stage is going to be.
For example - Kodak originally had the digital camera, but was stuck in their current business model, and did not become a leader in that technology.
Have to see what’s going to be the next phase of some big tech companies like Google or Amazon, what do they have on the radar? Amazon seems to be moving into AWS and AI. Google with Bard is also moving into AI to get a better search engine.
It’s a lot harder for a $1 trillion company like Microsoft to have massive growth. Hamid is looking for stocks that are worth multi billions versus hundreds of billions. The stocks then have the potential for 5 or 10X growth.
A division of SpaceX is Starlink. They are giving satellite Internet feeds to rural areas.
This is a disruptive technology versus companies like AMT American Tower and the cell tower business or traditional fiber optic Internet. They are launching 20 satellites per week and growing the business.
MB Host on Disruption – Show HERE
Reference Show:
Create Your Investing Profile & Share It on Savvy Trader w/ Hamid Shojaee
BRT S03 EP58 (157) 11-20-2022
What We Learned This Week
- Savvy Trader allows you to share your portfolio
- Investing Track Record - see how people actually invest & their results
- Why Software is Such a Good Business Model, Build 1x, sell multiple X
- VCs want to see Traction in Startups
- Cost of Customer Acquisition (CAC) & Long term Value of a Custer (LTV) are critical in scaling a startup long term, how much does it cost to get a customer, and how long do you keep them
Full Show: HERE
Hamid of AZ Tech Beat on Technology, Software, Startups & Angel Investing in Arizona
- BRT S02 EP 37 (84) 9-12-21
5 Things We Learned This Week...
- Difference of Angel Investing vs Venture Capital
- Working With & Advising a Startup
- Valuations of Tech Co's vs Standard Business
- Why Software is Such a Good Business Model
- Importance of Teams in Software Co's
Guests: Hamid Shojaee AZ Tech Beat
Full Show: HERE
Tech
Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.
AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.
Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…
AZ TRT Podcast Home Page: http://aztrtshow.com/
‘Best Of’ AZ TRT Podcast: Click Here
Podcast on Google: Click Here
Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/azpodcast/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.