YOLO Capital

YOLO Capital - Episode 4 - Pinduoduo (PDD)

Gil Cabochan — Wed, 02 Dec 2020 22:17:49 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss the Chinese e-commerce app Pinduoduo (PDD), which has been one of the fastest growing companies in the world (while still remaining relatively unknown outside of China). We discuss its strategic advantages, the virality built into the app, the competition, and its new growth initiatives with Consumer-To-Manufacturer, Duo Duo Mai Cai and its use of data to deeply understand the consumer. Recorded on December 1, 2020.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER:

All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such ad vice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

YOLO Capital - Episode 19 - Cryptopunks

Gil Cabochan — Thu, 16 Mar 2023 00:42:44 GMT

Gilmore Cabochan and Eric Sugar discuss Cryptopunks, the OG NFT collection, and the bull and bear arguments for NFTs in general and the role of Cryptopunks in the space. Recorded on September 22, 2022.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

YOLO Capital - Episode 16 - Constellation Software (CSU)

Gil Cabochan — Thu, 03 Feb 2022 21:55:25 GMT

Gilmore Cabochan and Eric Sugar discuss Constellation Software (CSU.TO), its remarkable run over the past 15 years as a public company, its reclusive CEO Mark Leonard, its shift in business strategy going forward and speculate on its future. FYI - The stock ticker mentioned in the episode is CSU, which is the ticker for the Toronto Stock Exchange and is denominated in Canadian dollars. Investors based in the US can purchase the American Depositary Receipt (ADR) for Constellation Software, which trades under the ticker symbol CNSWF. Recorded on January 31, 2022.

[NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/fiDWRLQZI7o]

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 23 - Celsius (CELH)

Gil Cabochan — Wed, 27 Mar 2024 17:32:02 GMT

Gilmore Cabochan and Eric Sugar discuss (and review) Celsius energy drinks, the company's impressive growth profile, and future valuation prospects. Recorded on March 14, 2024.

YOLO Capital - Episode 12 - SoFi (SOFI)

Gil Cabochan — Thu, 29 Jul 2021 21:29:22 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss SoFi (SOFI), its remarkable growth path in the time period leading to its listing as a SPAC, its ambition to become a new digitally native bank for the new age of fintech, their experiences using the SoFi app and product offerings, the opportunities and challenges ahead for its Galileo acquisition, and speculate on its future. Recorded on July 28, 2021.

Referenced during the episode: SoFi Q1 2021 Summary Results Presentation

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 22 - Season 2 Wrap Up

Gil Cabochan — Sun, 04 Feb 2024 20:12:42 GMT

In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 2, and discuss the performance of their respective stock picks vs the S&P index.

Recorded on January 24, 2024.

Link for Portfolio Tracker for Season 2: https://bit.ly/YOLO_Season_2

YOLO Capital - Episode 21 - Rivian (RIVN)

Gil Cabochan — Sun, 26 Nov 2023 19:32:25 GMT

Gilmore Cabochan and Eric Sugar discuss Rivian's electric truck and SUV products (R1S and R1T), their profit margins, and future growth prospects. Recorded on October 29, 2023.

YOLO Capital - Episode 3 - Palantir (PLTR)

Gil Cabochan — Fri, 13 Nov 2020 20:31:12 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Palantir (PLTR) stock, its recent IPO, its strange voting structure, its financials and growth rate, and the implications of its use in wider society. Recorded on November 10, 2020.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER:

YOLO Capital - Episode 20 - CAVA (CAVA)

Gil Cabochan — Sun, 17 Sep 2023 00:48:13 GMT

Gilmore Cabochan and Eric Sugar discuss the recent IPO of the fast growing fast casual Mediterranean restaurant chain CAVA. Recorded on September 10, 2023.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: ⁠https://bit.ly/yolocapitalpodcast⁠

YOLO Capital - Episode 7 - Shopify (SHOP)

Gil Cabochan — Thu, 04 Mar 2021 22:12:48 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Shopify (SHOP), its mission to "arm the rebels" against Amazon's retailing empire, its competitors, the amazing growth in 2020, and its future challenges. Recorded on March 4, 2021. Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast DISCLAIMER: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

YOLO Capital - Episode 10 - Tesla (TSLA)

Gil Cabochan — Wed, 30 Jun 2021 21:45:06 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Tesla (TSLA), its growth from a single factory in Fremont, CA to having multiple Gigafactories globally, its remarkable culture and relentless focus on technological advancement in manufacturing, the future of Full Self Driving Beta, the competitive landscape in the auto industry, and its future. Recorded on June 29, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 28 - SpaceX (SPCX)

Gil Cabochan — Mon, 01 Jun 2026 19:45:22 GMT

In this episode, Eric Sugar and Gilmore Cabochan dive into the S-1 filing for SpaceX's upcoming summer 2026 IPO -- we talk about current and future business lines, its wild ambitions, and explore the possibility of investing.

YOLO Capital - Episode 25 - Axon Enterprise (AXON)

Gil Cabochan — Wed, 15 Jan 2025 23:52:37 GMT

The conversation delves into Axon, a company known for its Taser products and body cameras for law enforcement. Gilmore Cabochan and Eric Sugar discuss the company's impressive financial performance, its evolution from a one-off product sales model to a recurring revenue model, and the integration of various technologies to enhance police work. They also explore the challenges Axon faces in expanding into new markets, the implications of its high valuation, and the potential risks associated with its business model.

Chapters

02:37 Introducing Axon: The Taser Company

05:17 Evolution of Axon: From Taser to Tech

07:59 The Product Ecosystem: Hardware and Software Integration

10:59 The Moat: Recurring Revenue and Long-Term Contracts

13:36 Productivity Gains: Transforming Police Work

16:29 Market Expansion: Beyond Law Enforcement

18:54 Valuation Insights: High Growth Expectations

21:48 Risks and Opportunities: The Future of Axon

36:11 Valuation Challenges in Law Enforcement Technology

39:29 The Future of Drones in Law Enforcement

43:27 Brand Trust and Market Positioning

47:17 Evaluating Product Effectiveness and Market Applicability

51:15 Growth Potential and Market Limitations

56:31 Investment Strategies and Market Sentiment

YOLO Capital - Episode 6 - Roblox (RBLX)

Gil Cabochan — Wed, 27 Jan 2021 20:47:25 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss the upcoming Roblox (RBLX) direct listing (anticipated February 2021). We discuss the two-sided viral growth loops of its addictive games platform, its ability to capture the attention of 9 - 12 year olds, its competition, and the future of the metaverse. Recorded on January 26, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER:

All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

YOLO Capital - Episode 26 - Meta (META)

Gil Cabochan — Tue, 22 Jul 2025 21:03:13 GMT

In this episode, we delve into Meta's pivotal role in the digital advertising landscape. With a staggering 40% of the global population interacting with Meta's apps, the company has become a powerhouse in targeted advertising. We explore how Meta leverages AI to enhance ad efficiency, driving significant revenue growth.

Join Gilmore Cabochan and Eric Sugar as we discuss the implications of Meta's vast data resources and its strategic investments in AI, positioning itself as a leader in the digital advertising space.

YOLO Capital - Episode 27 - Iris Energy (IREN)

Gil Cabochan — Mon, 11 Aug 2025 21:41:31 GMT

In this episode, Eric Sugar and Gilmore Cabochan delve into the intriguing world of Iris Energy (IREN), which is transitioning from Bitcoin mining to critical AI infrastructure. They discuss the company's strategic pivot to leverage its existing assets for AI cloud services, highlighting the potential and risks involved. The conversation covers the company's market position, financial prospects, and the broader implications of AI and Bitcoin in today's economy. They also explore the volatility and speculative nature of investing in such a company, drawing parallels to high-risk, high-reward scenarios. The episode is a deep dive into the intersection of cryptocurrency and artificial intelligence, offering insights into the challenges and opportunities in this evolving landscape.

Chapters

00:00 Introduction to Iris Energy

02:50 Transitioning from Bitcoin Mining to AI Infrastructure

05:30 The Economics of Bitcoin Mining

08:22 AI Data Centers: Infrastructure and Efficiency

11:08 Challenges in Transitioning to AI

13:38 Market Dynamics and Customer Acquisition

16:36 The Future of Bitcoin and AI Integration

19:29 Valuation and Market Perception

22:02 Investment Strategies and Risk Assessment

25:00 Conclusion and Final Thoughts

YOLO Capital - Episode 9 - Doordash (DASH)

Gil Cabochan — Thu, 20 May 2021 18:17:10 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Doordash (DASH), its remarkable ability to survive in a highly competitive business and the challenges of being an essential business during the pandemic, the unit economics of the business, potential dissent in its empire of merchants, Dashers, and customers, and whether to invest in its future growth. Recorded on May 19, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 5 - Airbnb (ABNB)

Gil Cabochan — Wed, 30 Dec 2020 22:31:58 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss the recent Airbnb (ABNB) monster IPO, whether or not we are living in a repeat of the 1999 tech stock mania, the financials of the company, its competitors, and speculate on its near term and long term prospects. Recorded on December 29, 2020.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER:

YOLO Capital - Episode 13 - Five Below (FIVE)

Gil Cabochan — Sat, 07 Aug 2021 15:12:17 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Five Below (FIVE), which has grown its store count 500% in the last decade, is a combination of "Trader Joes, TJ Maxx, and IKEA for tweens....a wonderland of things no one needs". We discuss its ambition to continue growing, its potential for geographic saturation in the US, the in-store shopping experience, and speculate on its future. Recorded on August 6, 2021.

Referenced during the episode: Five Below Investor Presentation - March 2021

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 18 - Ethereum (ETH)

Gil Cabochan — Tue, 26 Jul 2022 20:00:48 GMT

Gilmore Cabochan and Eric Sugar discuss Ethereum (ETH), the second largest cryptocurrency by market capitalization, which is slated to undergo a major change in its architecture in Fall of 2022 (aka the Merge). Recorded on July 11, 2022.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 17 - Domino's Pizza (DPZ)

Gil Cabochan — Mon, 14 Mar 2022 20:41:01 GMT

Gilmore Cabochan and Eric Sugar discuss Domino's Pizza (DPZ) as a stealth growth stock matching and in some cases beating the returns of FANG stocks, discuss the operating leverage in its franchise model, the effects of inflation on the business, and speculate on its future. Recorded on February 13, 2022.

[NOTE: This episode is also available to watch on YouTube. Link: https://youtu.be/T5mFxnrve9I]

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 14 - Dutch Brothers (BROS)

Gil Cabochan — Mon, 29 Nov 2021 03:22:34 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Dutch Brothers (BROS), a fast growing coffee retailer that is the "bro" version of Starbucks. We discuss their unique drink menu, the loyalty of its fan base, the current valuation of the company, and speculate on its future. Recorded on November 21, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 15 - Coupang (CPNG)

Gil Cabochan — Tue, 28 Dec 2021 00:25:36 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Coupang (CPNG), the fast growing "Amazon of South Korea". We discuss their strategy for succeeding in South Korea's e-commerce environment, the current valuation of the company, and speculate on its future. Recorded on December 26, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 2 - Peloton (PTON)

Gil Cabochan — Fri, 23 Oct 2020 17:38:02 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Peloton (PTON) stock. Eric discusses his experience as an owner of a brand new Peloton bike, and we cover Peloton CEO's "Big Hairy Audacious Goals", its financials, its competition, its future, and make a decision about committing to an investment or not. Recorded on October 20, 2020.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 8 - Coinbase (COIN)

Gil Cabochan — Thu, 15 Apr 2021 18:50:34 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Coinbase (COIN), the future impact of the growing cryptoeconomy, its competitors, and its future challenges. Recorded on April 14, 2021.

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 24 - E.L.F. Cosmetics (ELF)

Gil Cabochan — Wed, 02 Oct 2024 22:03:15 GMT

Gilmore Cabochan and Eric Sugar ask their wives and friends for their experiences purchasing cosmetics from fast-growing ELF Cosmetics. Recorded on September 16, 2024.

DISCLAIMER: All content on this channel is for educational and informational purposes only and should not be construed as professional investment advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.

YOLO Capital - Episode 11 - Season 1 Wrap Up

Gil Cabochan — Wed, 21 Jul 2021 18:07:32 GMT

In this episode, Gilmore Cabochan and Eric Sugar wrap up Season 1 and discuss the portfolio (under)performance vs the S&P index in a self-flagellating Walk of Shame. Recorded on July 17, 2021.

Link for Portfolio Tracker for Season 1: https://bit.ly/YOLO_Season_1

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

YOLO Capital - Episode 1 - Square (SQ)

Gil Cabochan — Fri, 09 Oct 2020 21:35:31 GMT

In this episode, Gilmore Cabochan and Eric Sugar discuss Square (SQ) stock, its current rate of growth, the pros and cons of the Cash App, its competitors, its future, and make a decision about committing to an investment or not. [Recorded on October 5, 2020]

Referenced in this episode:

Square Investor Presentation (March 2020)

Is there a stock or topic you'd like to hear more about? Let us know by filling out this form: https://bit.ly/yolocapitalpodcast

DISCLAIMER:

All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel.