Category: Tech Podcast

I recently joined the Motley Fool podcast with Brian Feroldi and Brian Stoffel where we discussed electric vehicles, artificial intelligence, and whether growth tech investors should rotate into value. Below, we provide a summary of each video and YouTube clips.  As a bonus, I’m also adding my take on Fastly from podcasts with the Motley Fool and Chit Chat Money. While I remain bullish on the future of edge computing, I voiced my doubts about Fastly when the stock was skyrocketing, reaching a peak of $136.30 last October and a lower high of $122.75 early this year. I summarize my…

Recently I joined Tim Beyers and Brian Feroldi on The Motley Fool podcast. In the hour-long interview we discussed cloud stock valuations, trends I’m bullish on, why I think Zoom Video and Shopify are the best cloud stocks, my prediction that EVs would pullback (they later did) and why that’s a buying opportunity, and why I continue to be long FUBO due to the company being centered between two important microtrends albeit extremely early. Here’s a brief summary of our conversation which occurred on February 9th prior to tech stocks selling off, and yet the information is even pertinent now.…

With the NASDAQ100 down about 10%, the current bull market’s darling, Tesla, is down about 27%. Even after a 500% increase over the past year, we believe the current correction will provide a great opportunity to participate in this real trend, which we see accelerating in 2021. The price data with Tesla suggests that a pullback to the $500-$495 region is on the table. This would provide the most ideal entry, and if we do see a drawdown to this level, expect heavy buying. We realize this would be a sizable drawdown; however, a correction to this level would confirm…

Earlier this month, I joined Jason Calacanis and Alex Wilhelm on “This Week in Startups.” We discussed the current state of the IPO market, Zoom’s pricing power, top stock picks for 2021, and some of the most anticipated IPOs of 2021.  The conversation begins with a discussion about the IPO market and some of the recent froth we have seen. The recent offerings of DoorDash, Airbnb, and C3.ai demonstrate how much demand and hype we are currently seeing for new issues. We discuss if this is sustainable and if future companies are better off going public via a direct listing.…

I had a great time talking with Ryan Henderson and Brett Schafer on the Chit Chat Money podcast last week. They challenged me with questions on the bear case for Roku and Zoom Video. For instance, they asked if Roku will lose to the tech giants on over-the-top and if Zoom has reached peak usage. We also talked about sensitive topics such as what it’s like being a woman in finance — you’ll hear whether I think it’s more challenging to be a woman in finance or tech and why. We also revisited Fastly, which I’ve been hesitant to invest…

The average cloud software company reported 10% growth during the 2008-2009 recession. Meanwhile, we’ve seen the market react harshly towards companies guiding for 25% growth (such as Elastic). We know the winners from shelter-in-place but we are still sorting out what growth should look like in the middle of the category. My guess is that 25% is going to be higher than average by the time we exit this year. I spoke about this and other topics this week on a podcast with Simon Erickson from 7 Investing. Simon Erickson is the CEO and Founder of 7 Investing, a company…