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The video provides a portfolio update, discussing the performance of the "Koshi Investing Portfolio 2K" and individual stock movements (0:00). The host details upcoming earnings reports from various companies and their expected growth rates (1:04).
Key takeaways include:
- Portfolio Performance: The portfolio was down 6.3% over the past week, bringing the year-to-date performance to -3.92% (0:03). Since its inception, the portfolio is up 142% compared to the S&P 500's 39% (0:27).
- Earnings Calendar: The video lists several companies reporting earnings next week, including Pagaya, monday.com, Open Door, Coca-Cola, Oscar Health, Robinhood, Shopify, Unity, McDonald's, Applovin, Cisco, Coinbase, Pinterest, and Rivian (1:04-3:08).
- Stock Deep Dives:
- Robinhood: The company is expected to grow revenue by 53.4% for the past fiscal year, with continued growth projected (3:19). The host notes the impact of Bitcoin's price on Robinhood's stock and discusses the company's "prediction markets" (3:40, 5:11).
- Pagaya: Expected to grow revenue by 27.4% for the past fiscal year, with a deceleration in growth projected for future years (5:41). The host believes Pagaya will exceed Wall Street expectations (6:26).
- Nebius: The stock saw a 16.6% increase recently (6:37). The host reviews the company's targeted annualized run rate (ARR) revenue and contracted power goals for 2025 and 2026 (7:00).
- Meta: Despite reporting "amazing earnings," Meta's stock is back to its pre-earnings level (11:06). The host highlights its strong revenue generation ($200 billion) and expected 24% growth, considering it a good value at 22 times forward earnings (11:27).
- Oscar Health: The host increased their position in Oscar Health, accumulating shares at a lower price (12:19). The company is expected to return to profitability in 2026 (12:31).
- Portfolio Adjustments: The host sold 300 shares of Iron to invest more in Nebius and SoFi (9:56). They also increased positions in Dlocal, Robinhood, and Meta, and sold all shares of PayPal due to perceived lack of transparency from the company (13:44, 14:19).
- Market Analysis: The video touches on the "fear and greed index," the NASDAQ 100 stocks being oversold, and the total put-to-call ratio, suggesting potential market bottoms (21:16). The host also discusses the low correlation among S&P 500 components, indicating a market where large tech companies are not participating as much as other stocks (23:19).
- Investment Philosophy: The host emphasizes that good companies get rewarded and bad companies get punished (25:00). The video concludes with a clip from Peter Lynch, explaining market corrections and the importance of taking advantage of declines if you understand the companies you own (28:12
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