Stocks

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)

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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.

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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.

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We talk about why we don't like Tesla or Ford or GE

How I lost money in IPOC

Long-term growth prospects in India

Why Barry Diller is cool

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• 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 investors
• Do a quick review of Invesco
• Do a deep Dive on AMC Networks & Greenblatt's Magic formula

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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.

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