We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including ...
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We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including ...
Ep 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elon’s $1T Payday
Buy Hold Rant
1 hour
2 months ago
Ep 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elon’s $1T Payday
In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding? Also: 🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term? 💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips. 📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strate...
Buy Hold Rant
We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including ...
