This week I cover companies reporting earnings. EV companies surging, and Huntington Ingalls and the outlook for shipbuilding.(Not investment advice. This podcast is for informational/educational purposes only) See acast.com/privacy for privacy and opt-out information.
Nov 22, 2020
35 min
This episode I cover Legacy Housing Corporation. A company I have done in-depth research into, and hold a large long position in. See acast.com/privacy for privacy and opt-out information.
Nov 13, 2020
33 min
This week I cover why the market popped after the election.I cover some individual movers like Cigna, Biogen, and Viacom.I cover Uber's big week and Prop 22.Finally, I talk about what's happened in the Defense sector over the past 4 years. See acast.com/privacy for privacy and opt-out information.
Nov 7, 2020
25 min
In this episode I cover Amazon, Google, Facebook, and Twitter Q3 earnings results. AMD/Xilinx merger, and consolidation in the semiconductor space. Fisker EV "IPO" pop. I read through David Einhorn's Greenlight Capital investor letter, and discuss the contents. See acast.com/privacy for privacy and opt-out information.
Oct 31, 2020
35 min
We talk about why we don't like Tesla or Ford or GEHow I lost money in IPOCLong-term growth prospects in IndiaWhy Barry Diller is cool See acast.com/privacy for privacy and opt-out information.
Oct 10, 2020
1 hr 26 min
In this episode we:Question why Nikola, Bed Bath & Beyond, and Piedmont Lithium are up so much in one week.Take a look at the sports gambling market, and read some insights from other investorsDo a quick review of Invesco Do a deep Dive on AMC Networks & Greenblatt's Magic formula See acast.com/privacy for privacy and opt-out information.
Oct 3, 2020
49 min
In this episode I discuss the IPOB/OpenDoor merger, and the relevance of Buying to today's real estate market. I discuss West Rock, and why the beaten down packaging company finally looks good from a high-level view.Finally, I go over my research in Photronics and the photomask market. See acast.com/privacy for privacy and opt-out information.
Sep 26, 2020
33 min