Ticker Take

Ticker Take

By Jon ErlichmanBusinessInvesting
Download on the App Store

Ticker Take episodes

  • Space X IPO + other space stock to buy

    SpaceX just went public in an IPO for the record books. Shares rose 19% on day one, pushing the company's valuation to more than $2 trillion. So is it a buy after that big bump? In this episode of Ticker Take, we take you through the first day of trading, with reaction from SpaceX investor Chad Anderson of Space Capital. Chad walks us through other space stocks he likes. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:17 SpaceX investor reaction to IPO
    1:41 Should you invest in SpaceX?
    5:27 What does SpaceX IPO mean for other space stocks?
    8:22 Top space stock to buy? (Trimble, Alphabet, Rocket Lab)
    Want more on the SpaceX IPO? Our paid subscribers just got The Inside Take, our exclusive briefing on where SpaceX's $2.1 trillion valuation really comes from. Sign up here: https://jonerlichman.substack.com/
    Thanks to Chad for joining us! Learn more about him here: https://www.spacecapital.com/team
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #spacex

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 min
  • 8 great stocks that have nothing to do with AI

    Everyone's chasing AI stocks. But are there better opportunities elsewhere? One of Wall Street's top strategists has a list of non-AI stocks that may help diversify your portfolio, given growing worries about an AI bubble. Adam Parker is the founder of Trivariate Research, and publishes exceptional stock market analysis for individual investors at Trivector Research: https://trivectorresearch.com/. In this episode, he highlights 8 non-AI stocks that meet his criteria and explains why. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:19 Is it time to look for non-AI stocks?
    0:50 How to offset your AI exposure.
    1:38 What makes a non-AI stock a good investment?
    2:42 Stock 1 - Walmart (WMT)
    3:35 Stock 2 - Johnson & Johnson (JNJ)
    4:36 Stock 3 - Costco (COST)
    5:46 Stock 4 & 5 - Exxon Mobil (XOM) & Chevron (CVX)
    7:29 Stock 6 - Coca-Cola (KO)
    8:54 Stock 7 -Merck (MRK)
    9:51 Stock 8 - NextEra Energy (NEE)
    Our thanks to Adam Parker for joining us on Ticker Take!
    If you want to become a smarter investor, we encourage you to check out the incredible analysis Adam offers to investors at Trivector Research: https://trivectorresearch.com/. That's not an ad! Just an endorsement of great work!
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Investing newsletter: https://jonerlichman.substack.com/
    ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #stockmarket

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 min
  • 6 Small stocks most investors are missing!

    Most investors only know the big stocks. The smaller ones are harder to find, but have something giants don't - room to run. Jordan Zinberg of Bedford Park Capital has built his career hunting for these names. He looks for sustainable growth, reasonable valuations, aligned management and strong share price momentum. He walks through six small caps that pass his test, including one new stock he's debuting publicly for the first time. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:29 Why should you care about small cap stocks?
    1:05 How Jordan became passionate about small caps.
    1:57 What are the characteristics of a good small cap stock?
    3:06 The playbook for investing in small caps.
    4:32 Stock 1 - Propel Holdings (PRL)
    6:10 Stock 2 - Bird Construction (BDT)
    7:39 Stock 3 - TerraVest Industries (TVK)
    8:58 Stock 4 - Zedcor (ZDC)
    10:15 Stock 5 - Source Energy Services (SHLE)
    11:22 Stock 6 - Atlas Salt (SALT) - debut pick!
    Our thanks to Jordan Zinberg for joining us on Ticker Take!
    Learn more about Jordan here: https://bedfordparkcapital.com/
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Investing newsletter: https://jonerlichman.substack.com/
    ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #stockmarket

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    15 min
  • 10 Stocks That Actually Make Money

    If you want to invest in companies that are great at making money, earnings only tell you part of the story. David Driscoll shares the measure he uses to find the standouts - the same one Warren Buffett swears by - and the 10 stocks that make his list. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Is it too late to invest in AI stocks?
    0:47 The AI boom...what inning is this?
    1:00 Why are these still the early days of the AI revolution?
    1:56 How do you pick AI stock winners?
    6:36 Stock 1 - ASML Holding (ASML)
    7:42 Stock 2 - Microsoft (MSFT)
    9:01 Stock 3 - Comfort Systems USA (FIX)
    11:06 Stock 4 - Lam Research (LRCX)
    12:12 Stock 5 - Heico Corp (HEI)
    13:53 Stock 6 - Franco-Nevada (FNV)
    16:00 Stock 7 - Idexx Laboratories (IDXX)
    17:18 Stock 8 - Chubb Limited (CB)
    19:28 Stock 9 - CME Group (CME)
    21:53 Stock 10 - Graco Inc (GGG)
    Our thanks to David Driscoll for joining us on Ticker Take!
    Learn more about David here: https://www.libertyiim.com/team/
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Investing newsletter: https://jonerlichman.substack.com/
    ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #stockmarket

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min
  • AI EATS WALL ST.

    AI isn't just writing emails anymore. It's coming for Wall Street. A new generation of AI agents is starting to do the actual work that armies of bankers and analysts get paid for — building financial models, writing pitch decks, screening compliance, reviewing earnings. Anthropic just launched ten AI agents built for financial services, with JPMorgan, Goldman Sachs, Citigroup, and Visa already on board. We break down what's changing, whose jobs are at risk, and the winners and losers across the banks and the software companies that serve them.

    Chapters:
    0:00 Intro
    0:30 Chapter 1 - What's actually changing?
    1:13 Section 2 - Why Wall Street?
    2:09 Section 3 - Are the jobs really at risk?
    3:07 Section 4 - Which firms are at risk?
    3:53 Section 5 - Who are the losers?
    4:35 Section 6 - A pattern we've seen before...
    5:55 Section 7 - How to think about it?
    Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where AI is exploding.
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #ai #wallstreet #investing

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min
  • Dan Ives' AI Lineup: 9 Stocks, Batting 1 through 9

    Is it too late to buy AI stocks? Definitely not, according to AI bull Dan Ives of Wedbush Securities. Dan is one of the most closely followed tech analysts on Wall Street. He just returned from a trip to Asia, which confirmed his view that we're still in the early innings of the AI revolution. Sticking with the baseball analogy, Dan shared 9 AI stocks that make his all-star lineup. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Is it too late to invest in AI stocks?
    0:47 The AI boom...what inning is this?
    1:00 Why are these still the early days of the AI revolution?
    1:56 How do you pick AI stock winners?
    2:52 Stock 1 - Microsoft (MSFT)
    3:16 Stock 2 - Alphabet (GOOG)
    3:44 Stock 3 - Palantir (PLTR)
    4:10 Stock 4 - Nvidia (NVDA)
    4:30 Stock 5 - Taiwan Semiconductor (TSM)
    4:51 Stock 6 - CrowdStrike (CRWD)
    5:11 Stock 7 - Palo Alto Networks (PANW)
    5:37 Stock 8 - AMD (AMD)
    6:04 Stock 9 - Tesla (TSLA)
    Our thanks to Dan Ives for joining us on Ticker Take!
    Learn more about Dan here: https://www.wedbush.com/analysts/daniel-ives/
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #ai

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min
  • 8 Stocks for Offense AND Defense

    JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:23 Understanding "beta" in the stock market.
    1:22 The benefits of a barbell investing approach.
    2:05 How do you pick good "high beta" stocks?
    3:02 How do you pick good "low beta" stocks?
    4:19 Stock 1 - Citizens Financial Group (CFG) - high beta
    5:32 Stock 2 - Bank of America (BAC) - high beta
    6:20 Stock 3 - Amazon (AMZN) - high beta
    7:49 Stock 4 - Marvell Technology (MRVL) - high beta
    9:17 Stock 5 - KKR (KKR) - high beta
    10:44 Stock 6 - Energy Transfer (ET) - low beta
    12:26 Stock 7 - Cheniere Energy (LNG) - low beta
    13:32 Stock 8 - Lockheed Martin (LMT) - low beta
    Our thanks to Jay Hatfield for joining us on Ticker Take!
    Learn more about Jay here: https://www.infracapfunds.com/leadership
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #finance

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min
  • 4 Mispriced Stocks

    What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:19 What are "mispriced" stocks?
    0:49 Why macro trends helps identify stock opportunities.
    2:12 How to find good stocks that match those trends.
    3:36 Stock 1 - Toll Brothers (TOL)
    5:07 Stock 2 - Lennar (LEN)
    6:06 Stock 3 - Microsoft (MSFT)
    7:43 Stock 4 - Netflix (NFLX)
    Our thanks to Liz Miller for joining us on Ticker Take!
    You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #finance

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min
  • 5 Software Stocks AI Can't Replace

    Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 What's happening to software stocks in AI era?
    0:49 Why "plumbing" companies will win in software.
    2:10 How to pick a winning software stock.
    5:02 Stock 1 - Palo Alto Networks (PANW)
    7:09 Stock 2 - CrowdStrike (CRWD)
    8:54 Stock 3 - Datadog (DDOG)
    11:30 Stock 4 - Rubrik (RBRK)
    14:22 Stock 5 - Cloudflare (NET)
    Our thanks to Fatima Boolani for joining us on Ticker Take!
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #technology

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    19 min
  • Bruised but built to last: 12 stocks to own

    When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Investor reality: stocks get bruised.
    1:00 Why you should target "built to last" businesses.
    1:55 How to pick a stock that is built to last?
    4:01 Stock 1 - Applovin (APP)
    5:19 Stock 2 -Carvana (CVNA)
    6:55 Stock 3 - Robinhood (HOOD)
    7:53 Stock 4 - MongoDB (MDB)
    8:44 Stock 5 - Microsoft (MSFT)
    9:47 Stock 6 - Oracle (ORCL)
    10:47 Stock 7 - Palo Alto Networks (PANW)
    11:31 Stock 8 - Palantir (PLTR)
    12:30 Stock 9 - S&P Global (SPGI)
    13:27 Stock 10 - Spotify (SPOT)
    14:21 Stock 11 - Uber (UBER)
    15:35 Stock 12 - Visa (VISA)
    Our thanks to Thomas Martin for joining us on Ticker Take!
    Learn more about Thomas here: https://www.globalt.com/thomas-martin
    If you're just discovering us, subscribe so you don’t miss our next investing video!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of our content here:
    ● Free investing newsletter: https://jonerlichman.substack.com/
    ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
    ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
    ● Website - https://www.tickertakeonline.com/
    About me:
    I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!
    #stocks #investing #finance

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min

About Ticker Take

From the publisher's feed

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero…