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…

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 return…

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 Hasti…

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 h…

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 Not…

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 & K…

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 …

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 Febr…

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 GameSt…

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…

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…

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 uplo…

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 Merril…

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 Note…

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 &…

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 consi…

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) Vacc…

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) W…

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…

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…

Welcome to the Vested Finance podcast! In this session, Darwin Arifin, a co-founder at Vested Finance discusses with Jon Metzler, 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-h…

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 int…

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 vehi…

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 Fi…

Welcome to the Vested Finance podcast! In this session, we will be discussing Nvidia's $40 billion Arm acquisition and Nikola's fraud allegations. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 23rd September 2020 Co-hosts: Darwin Arifin & Tara Fermanto Show Notes: (1:09) Ar…

Welcome to Vested Finance's inaugural podcast! In this session, we will be discussing Tesla's exclusion from the S&P 500, Airbnb's rebound, Snowflake and other upcoming US IPOs. A number of the topics discussed in this podcast are covered in our blog post (see link below). Date uploaded: Wednesday, 16th September 2020 Co-hosts: Darwin Arifin & Kaih…