The analysis identifies 3 mistakes in financial investments. First one is related with WBD, bought in late 2022. The video shares a personal experience of loss, attributable to merger between Warner Bros and Discovery, leading to a 27% loss when exiting the position around $21-$22. The fundamental reasoning based on pro forma revenue numbers was flawed because Warner Brothers numbers were wrong. The mistake in early 2023 was to trust over the CFO numbers. The presenter advises retail investors to avoid pre-merger investment setups. Second mistake relates to selling apple stock and also the risk of not buying stocks during the dip. The presenter advice in general to trim the portion and not sell everything.