Welcome to another Market Chat Episode. Jonah Lupton is an entrepreneur, growth stock investor and former wealth manager at Morgan Stanley. Jonah shares how he invests in high growth companies including how he performs both fundamental and technical analysis to manage his portfolio to maximize returns and limit drawdowns. He runs through his current portfolio and how to invest in growth stocks in 2021.
Jonah's Twitter: https://twitter.com/JonahLupton
Book Suggestion- 100 Baggers - https://amzn.to/3aZ2zhU
Have a good one!
-Richard
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Stay in touch
► https://twitter.com/RichardMoglen
► richardlmoglen@gmail.com
--------------------------------------------------------------------------------------------------------------------------
If you would like to support my channel
► https://www.buymeacoffee.com/RichardMoglen
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7Investing Discount Link https://7investing.com/subscribe/aff/2/
TC2000 Discount Link: https://www.tc2000.com/pricing/richardmoglen
Marketsmith: https://marketsmith.investors.com/ms-platform/?src=A00587A&refcode=RM_Links
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Timestamps:
0:00 Intro
0:18 Wealth Management Background
2:59 Entrepreneurship and Tech Incubators
4:40 Experiences from the 2008 Bear Market
6:25 How would you classify your trading style
8:00 Extended Stocks and Valuations
8:45 Strengths and Weaknesses as an Investor
10:15 What Investing Themes are you focused on? In 2021?
10:40 Digital Payments, E-Commerce, Online Gaming
14:00 What is Window Dressing? Mutual Fund Tactic
15:13 How do you find your Stock Ideas
22:00 Buying Token positions to watch Promising Ideas
23:00 TIKR Fundamental Software Demo BILI
25:00 Revenue Growth, EDITDA, Margins FUTU
27:20 Fundamental Criteria Requirements, ETSY PTON ZM DOCU
30:20 MakeMyTrip (MMYT) High Growth Company
31:09 Mohawk (MWK) High Growth Company
32:00 FSLY Stock Analysis Growth
33:40 Using Technical Analysis for Trends and Trimming
34:10 Bollinger Bands Technique
35:00 Trimming CELH
36:00 Managing FVRR Position-Trimming
37:08 How do you decide to trim and add back to positions?
39:54 Day to Day Trimming Plan
41:42 Entry Setups, Moving Averages
43:08 UPST Stock Analysis- AI Credit Check
49:25 LMND Stock Analysis
51:00 Trading IPOs
52:00 SNOW Stock Analysis
55:00 ZM Stock Analysis
1:00:00 CRWD Stock Analysis
1:02:00 SHOP and BIGC Stock Analysis
1:04:00 SHOP Pivot Point
1:06:00 AMD Stock Analysis
1:06:50 Do you use stop losses?
1:08:06 NIO Stock Analysis
1:11:50 Market Conditions
1:13:03 FSLY Stock Analysis- Gap Downs Mentality
1:17:40 Biggest Winner and Loser of 2020- TSLA
1:19:20 Patterns of Gap Ups
1:19:44 PINS Stock Analysis
1:22:10 How to Allocate Capital and Choose Position Sizes
1:26:30 How to Handle Drawdowns and Market Crashes
1:27:30 How to Stay Calm and Objective when the Market is Crashing
1:33:07 FNGU Leveraged ETF
1:37:10 Pullbacks during Bull Markets are Healthy
1:37:40 Rocket Emojis and Overheated Sentiment
1:37:45 Technical and Fundamental Red Flags
1:40:30 Genomics MRNA EDIT ARCT INO ARKG
1:44:10 What advice do you have for new Investors -Book Suggestions
1:46:58 Feed your winners, Admit when you are wrong and cut your losers.
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Music from Absent Mind: https://soundcloud.com/absentinlife
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Disclaimer
The content of this video is for educational purposes only and should not be taken as a suggestion to buy or sell anything
Jonah's Twitter: https://twitter.com/JonahLupton
Book Suggestion- 100 Baggers - https://amzn.to/3aZ2zhU
Have a good one!
-Richard
--------------------------------------------------------------------------------------------------------------------------
Stay in touch
► https://twitter.com/RichardMoglen
► richardlmoglen@gmail.com
--------------------------------------------------------------------------------------------------------------------------
If you would like to support my channel
► https://www.buymeacoffee.com/RichardMoglen
--------------------------------------------------------------------------------------------------------------------------
7Investing Discount Link https://7investing.com/subscribe/aff/2/
TC2000 Discount Link: https://www.tc2000.com/pricing/richardmoglen
Marketsmith: https://marketsmith.investors.com/ms-platform/?src=A00587A&refcode=RM_Links
--------------------------------------------------------------------------------------------------------------------------
Timestamps:
0:00 Intro
0:18 Wealth Management Background
2:59 Entrepreneurship and Tech Incubators
4:40 Experiences from the 2008 Bear Market
6:25 How would you classify your trading style
8:00 Extended Stocks and Valuations
8:45 Strengths and Weaknesses as an Investor
10:15 What Investing Themes are you focused on? In 2021?
10:40 Digital Payments, E-Commerce, Online Gaming
14:00 What is Window Dressing? Mutual Fund Tactic
15:13 How do you find your Stock Ideas
22:00 Buying Token positions to watch Promising Ideas
23:00 TIKR Fundamental Software Demo BILI
25:00 Revenue Growth, EDITDA, Margins FUTU
27:20 Fundamental Criteria Requirements, ETSY PTON ZM DOCU
30:20 MakeMyTrip (MMYT) High Growth Company
31:09 Mohawk (MWK) High Growth Company
32:00 FSLY Stock Analysis Growth
33:40 Using Technical Analysis for Trends and Trimming
34:10 Bollinger Bands Technique
35:00 Trimming CELH
36:00 Managing FVRR Position-Trimming
37:08 How do you decide to trim and add back to positions?
39:54 Day to Day Trimming Plan
41:42 Entry Setups, Moving Averages
43:08 UPST Stock Analysis- AI Credit Check
49:25 LMND Stock Analysis
51:00 Trading IPOs
52:00 SNOW Stock Analysis
55:00 ZM Stock Analysis
1:00:00 CRWD Stock Analysis
1:02:00 SHOP and BIGC Stock Analysis
1:04:00 SHOP Pivot Point
1:06:00 AMD Stock Analysis
1:06:50 Do you use stop losses?
1:08:06 NIO Stock Analysis
1:11:50 Market Conditions
1:13:03 FSLY Stock Analysis- Gap Downs Mentality
1:17:40 Biggest Winner and Loser of 2020- TSLA
1:19:20 Patterns of Gap Ups
1:19:44 PINS Stock Analysis
1:22:10 How to Allocate Capital and Choose Position Sizes
1:26:30 How to Handle Drawdowns and Market Crashes
1:27:30 How to Stay Calm and Objective when the Market is Crashing
1:33:07 FNGU Leveraged ETF
1:37:10 Pullbacks during Bull Markets are Healthy
1:37:40 Rocket Emojis and Overheated Sentiment
1:37:45 Technical and Fundamental Red Flags
1:40:30 Genomics MRNA EDIT ARCT INO ARKG
1:44:10 What advice do you have for new Investors -Book Suggestions
1:46:58 Feed your winners, Admit when you are wrong and cut your losers.
--------------------------------------------------------------------------------------------------------------------------
Music from Absent Mind: https://soundcloud.com/absentinlife
--------------------------------------------------------------------------------------------------------------------------
Disclaimer
The content of this video is for educational purposes only and should not be taken as a suggestion to buy or sell anything
- Catégories
- Entrepreneur
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