Trade Ideas by DX2 Capital

In this episode, we discuss several aspects of Walmart:recent acquisition including Jet.com and Flipkarthow it adapt to COVID19booming online salespeeding up decision process, faster iterationPhysical stores as an advantage Apple Podcast: https://apple.co/3b99J15Spotify: https://spoti.fi/2QAa2bX

Author and Professor David Miller @DavidJMillerPhD joins us to breakdown the story of Peloton. We discussed his upcoming book on the rise of Peloton, longer term vision, competition, challenge, important metric to watch, and much more:How did David become a Peloton enthusiast as an academic who's always spotting innovative companiesPeloton's convenience factor, customer engagement, and happiness separate itself from other "hardware" companies; Peloton is in the "well-being" businessThe key differentiation between Peloton and companies such as Apple and Tesla"In a world facing a lot of challenges, a product or service that actually makes people's lives better, physically and mentally, is something we all need to pay attention to"Link to David's new book:Amazon

In this episode, we enjoy talking with Ryan about various SaaS names and his entrepreneurship journey  How he started Investing CityLife as an entrepreneur SaaS names included: Crowdstrike, DocuSign, CloudflareHis take on TTD/ROKUWhat metrics he focus on in evaluating SaaSOne habit that is important to his successWe certainly enjoyed the talk, and hope you will too. Apple Podcast: https://apple.co/3b99J15Spotify: https://spoti.fi/2QAa2bX

In this episode, we discussed many interesting stocks we are followingWhat's the deal with TDOC+LVGOFinally Tencent has pushed for HUYA+DOYU mergeWhy is TTD and ROKU sending different signal about 2nd halfChina Robinhood, TIGR/FUTUEnjoy and please leave us feedbackApple Podcast:https://apple.co/3gSbPo8Spotify:https://spoti.fi/3izzFpa 

In this episode, we discussed two companies which reports eye-catching earning reports:TDOC: A pioneer in tele-health which is capitalizing from the current crisis. 85% Q2 growth.AMD: Firing on all cylinders from personal computer, gaming to data center. Eating Intel's lunch. Raising 2020 guidance to +440MTikTok: Just what the heck is going on?

In this episode, we discuss the followingWhy Bitcoin and goldBanks' earnings TSM's technology lead in a increasing divided worldWe would like to hear feedback from all of you, enjoy!

In this episode, we discussed the following:Review of our early pick: Farfetch, which has performed really wellOKTA vs PING: Growth at any cost or reasonable priceA brief discussion on UBER's acquisition of PostmateEnjoy and please let us know if you agree or disagree.

This our second weekly discussion, we discuss:Wirecard fraud: accounting fraud brings down one of the fintech leaders in GermanyRegarding Howard Marks' investor letter and how tough it is to stay prudent in a bull marketIs SaaS heading towards a correction like last summerResponse to our listener regarding our prior GSX episodeHope you enjoy

In this new weekly market discussion, we talked about the following news:Robinhood Trader: Are they as influential as people suggest?Potential second wave: Should we be as worried as the first wave?  Hertz: Bankrupted companies wild trading. Is this a sign of time? Market strength: What we are watching to guide our portfolioHope you enjoy

In this episode, we discuss a raising Chinese online education company, GSX and why we are staying away. There are bearish reports from Citron accusing the company of frauds after the debacle in Lucking Coffee. While we won't go as far as Citron, we see plenty of reasons to stay away from GSX.1. Elevated valuation relative to Chinese peers2. No distinct advantage in a fiercely competitive market3. Distrust in the management 

In this episode, we discuss 2 main business of SQ:1. POS2. Cash AppWe like the direction Jack Dorsey is leading and believe strongly in the ecosystem. We also discuss the relative valuation and whether we find a bargain. 

Luckin coffee is a super fast growing coffee chain in China. In a short 3 years span, it has grown to 3500+ store and challenged Starbucks with its app driven approach and minimalist store design. We sit down to discuss what we like and don't like about Luckin in this episode.   

In this special episode, we sit down with Dr. Xiaoyu Che from the Columbia University Medical Center. Dr. Che specializes in data science, predictive modeling and epidemics. We asked questions on various aspect of the new virus including the mathematics model he is using and when should we expect the epidemic to end.  We also discussed the impact we are seeing in Asia and the market reaction so far.#2019nCoV

In this episode, we discuss several reasons why we think $ATVI is worth a consideration.1. Strong IP2. Turn around in mobile game 3. Industry tailwindWe hope you enjoy the listening and share your thoughts with us. 

HelloWelcome to our first podcast episode on Farfetch, a luxury good online retailer. Hope you enjoy it. Edit. 1. The Price/Sale ratio of Farfetch's closest competitor, YNAP, is 2.52. The forward price/Sale ratio of Farfetch at the time of recording is around 2.