Vested's Podcast, Episode #26: Super Apps & Grab by Vested Finance Welcome to the Vested Finance podcast! In this session, we will be discussing what constitutes a super application or super app. These are the apps that strive to be the operating systems of our lives. We dive into super app operator Grab as well as its founding history and business model. Date uploaded: June 22th, 2021 (IST) Co-hosts: Darwin Arifin & Gabe Tamez Show Notes: (1:12) Examples of different apps that...

Welcome to the Vested Finance podcast! In this session, we will be discussing the data behind investing in IPOs and whether or not it is recommended for investors. We also discuss Coinbase’s recent IPO and provide a breakdown of the company’s strategy. Date uploaded: June 15th, 2021 Co-hosts: Darwin Arifin & Gabe Tamez Show Notes: (1:44) The returns equation (5:08) Navigating hype, valuation changes and narratives for new IPOs (5:52) Returns data for new IPOs going back 40...

Welcome to the Vested Finance podcast! In this session, we will be talking about Roblox's IPO and the vertical gaming social media arena. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 17th March 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:47) To quote Reed Hastings... (1:10) Active entertainment > Passive entertainment (1:36) Patience is a virtue (2:15) Direct listing > Traditional...

Welcome to the Vested Finance podcast! In this session, we will be talking about the recent market sell-off and its implications. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 10th March 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:40) The Market Sell-off: What happened? (1:17) Why has the yield gone up? (2:45) So, what next? (3:19) Which areas are the most affected? (4:20) A stronger US...

Welcome to the Vested Finance podcast! In this session, we will be talking about electric cars in relation to smartphones as well as Coinbase's recent IPO announcement. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 3rd March 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:33) Are EVs the new smartphones??? (1:24) ICE: The Gist of Things (2:59) ICE: Dominated by US, Japan and Germany (3:21) Building...

Welcome to the Vested Finance podcast! In this session, we will be talking about the trend of digitizing housing transactions and will be covering two key names: Zillow and Opendoor. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 24th February 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:32) Traditional housing transactions create friction (3:12) Traditional housing transactions create stress (3:42)...

Welcome to the Vested Finance podcast! In this session, we will be talking about Tesla's big gamble with Bitcoin as well as Uber's 2020 earnings. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 17th February 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:42) The Big Leap (3:18) Bitcoin as a form of payment? (7:42) All a matter of risk (9:17) Speaking of risks, let's talk legal (10:45) ...and if...

Welcome to the Vested Finance podcast! In this session, we will wrapping up our analyses on Q4 earnings, covering namely: Amazon, Facebook and Google. We'll also be doing a comparison on advertising for these companies. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 10th February 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:30) Without further ado...Amazon! (3:32) Hold your horses! Jeff Bezos is...

Welcome to the Vested Finance podcast! In this session, we will be talking about the GameStop saga, as well as Apple's and Tesla's earnings. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 3rd February 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:30) What of GameStop? (5:12) Volatility and Retail Brokers don't mix (7:44) ...then what of the market? (9:39) All things must come to an end (10:46)...

Welcome to the Vested Finance podcast! In this session, we will be discussing Netflix's Q4 2020 earnings announcement and will also do a comparison between two of Netflix's biggest rivals: Amazon and Disney+. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 27th January 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:30) A few key highlights! (1:38) Positive FCF: So what? (3:07) "To issue and sell or to...

Welcome to the Vested Finance podcast! In the continuation of our 2-part series on Amazon, we delve into areas such as B2B and B2C, biometric and voice identification, Amazon Pay, Merchant Services, as well as AWS. Some of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 20th January 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:54) First and foremost, B2C (3:00) Accessing the world through one's palm and...

Welcome to the Vested Finance podcast! Over the next two sessions, we will be talking about Amazon. The first part includes topics such as the 3rd party marketplace, pharmacy and healthcare, online delivery services, entertainment and the internet. Some of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 13th January 2021 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:32) An epic start to 2021! (1:13) Room to grow for a...

Welcome to the Vested Finance podcast! In this session, Darwin Arifin, a co-founder at Vested Finance discusses D2C with Pankaj Naik, Executive Director and Co-Head of Digital and Technology Investment Banking @ Avendus. On Pankaj: Pankaj is a seasoned banker with 20 years of banking experience. Prior to Avendus, he worked at J.P. Morgan and Merrill Lynch. Pankaj holds an MBA from IIM Calcutta. On Avendus: Avendus is the leading investment bank for technology deals in India. It has advised...

Welcome to the Vested Finance podcast! In this session, we will be discussing numerous topics: Banks and non-banks, Affirm's IPO, as well as Ant Group's failed IPO. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 9th December 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:38) More on company IPOs! (2:27) Starbucks and Role #1: Taking deposits (3:33) Affirm: The gist of things (3:54) Affirm and Role...

Welcome to the Vested Finance podcast! In this session, we will be discussing Tesla's inclusion into the S&P, Tesla's market cap versus Berkshire Hathaway's, as well as the EV Bubble. Several of the topics discussed in this podcast are covered in our blog posts (see links below). Date uploaded: Wednesday, 2nd December 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:38) All things Tesla, plus the rise of the electric vehicle industry (0:56) The complexities of index...

Welcome to the Vested Finance podcast! In this session, we will be discussing Airbnb's upcoming IPO. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 25th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:40) Time to IPO (2:34) A swift recovery, all things considered (3:29) What of Airbnb's profitability? (5:09) Desperate times, desperate measures (7:40) In good hands (8:26) Awaiting with bated...

Welcome to the Vested Finance podcast! In this session, we will be talking all about vaccines. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 18th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:41) A deep sense of frustration (1:06) Pfizer @ 90% (2:00) Vaccines 101 (3:57) Is an end in sight? (6:18) Vaccinating 7 billion people (8:21) The intricacy of vaccines (9:23) Logistics, production...

Welcome to the Vested Finance podcast! In this session, we will be discussing the impact of the US elections as well as ARPU. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 11th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:47) Who else but Biden? (3:42) What a Biden win entails (5:14) A lame duck presidency...for now (6:36) What of executive orders? (8:43) The question of big tech (9:25)...

Welcome to the Vested Finance podcast! In this session, we will be discussing Q3 earnings for Facebook, Apple, Amazon, Microsoft and Google. Several of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 4th November 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (1:01) A mere scratch to the castle that is Facebook (3:21) Diving into the cloud gaming fray (3:54) Facebook's channel strategy (5:34) Reducing shopping cart...

Welcome to the Vested Finance podcast! In this session, we will be discussing Tesla's and Netflix's Q3 earnings announcements, and will cover a short segment on the most profitable companies. A number of the topics discussed in this podcast are covered in our blog posts (see links below). Date uploaded: Wednesday, 28th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:54) Tesla's strongest quarter (2:14) Tesla in China  (5:28) The all-important topic of the S&P...

Welcome to the Vested Finance podcast! In this session, Darwin Arifin, a co-founder at Vested Finance discusses with Jon Mezler, Lecturer of Innovation and Design @ UC-Berkeley, Haas and Founder of Blue Field Strategies on 5G. A summary of the discussion is covered in our blog post (see link below). Date uploaded: Wednesday, 21st October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Guest: Jon Metzler Show Notes: (0:49) Introducing Jon Metzler (1:19) 5G (1:52) Deciphering 5G (3:03) The...

Welcome to the Vested Finance podcast! In this session, we will be discussing the rise of alternative meats. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 14th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:57) Delving into alternative meats (2:08) The intricacies of meat production (4:40) Different approaches of making artificial meat (6:52) The key question of efficiency (7:46) Still,...

Welcome to the Vested Finance podcast! In this session, we will be discussing SPACs, Microsoft and the game streaming war. A number of the topics discussed in this podcast are covered in two of our blog posts (see links below). Date uploaded: Wednesday, 7th October 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (1:00) SPACs and electric vehicles = A bubble? (1:37) Wait, what are SPACs? (2:27) Diverging interests... (5:05) Acquisition of ZeniMax (7:33) Leveraging the...

Welcome to the Vested Finance podcast! In this session, we will be discussing Apple's product launch. Date uploaded: Wednesday, 30th September 2020 Co-hosts: Darwin Arifin & Kaihan Lin Show Notes: (0:53) Apple's product launch (1:50) The need to diversify in a saturated market (3:25) Apple's strong brand loyalty (5:55) The Apple One (9:06) Apple Fitness+: Apple's continued expansion into fitness tech (12:05) India's first online Apple store Blog:...