Ticker Take

Ticker Take

By Jon ErlichmanBusinessInvesting
Download on the App Store

Ticker Take episodes

  • AI Stocks Winners & Losers

    Which AI stocks could be the biggest winners? And which ones might end up being losers? We asked expert investor Dan Rohinton of iA Global Asset Management. He discussed his stock picks within the AI economy -- the hyper-scalers, the semis, and the data pipes! Plus, he shared his view on whether you should invest in private companies like OpenAI if they go public. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:18 Why we're making this video!
    0:44 Dan Rohinton explains stock groups in AI economy.
    2:24 What must AI investors think about?
    3:24 Stock group 1 - hyper-scalers (Amazon, Microsoft, Alphabet)
    4:56 Stock pick (hyper-scalers) -- Amazon (AMZN)
    6:07 Stock loser in hyper-scaler group?
    7:31 Stock group 2 - semis (Nvidia, AMD, Broadcom, Taiwan Semi)
    8:23 Stock picks (semis) - Taiwan Semi (TSM), Nvidia (NVDA)
    9:06 Stock loser in semis group?
    10:22 Stock group 3 - data pipes (Relx, S&P Global, FactSet, London Stock Exchange Grp)
    11:42 Stock pick (data pipes) - London Stock Exchange Grp (LSEG), Relx (RELX)
    12:48 Stock loser in data pipes group?
    13:17 Group 4 -- private AI companies (OpenAI, xAI, Anthropic)
    14:26 Should you invest in private AI companies if they go public?
    Our thanks to Dan Rohinton! Learn about Dan here: https://iagam.ca/team/dan-rohinton
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #ai

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

    18 min
  • From Poor to Rich - The Wes Hall Story

    What does it take to be successful with money? We asked entrepreneur and investor Wes Hall. Perhaps best known from Dragon’s Den, Wes grew up with very little in Jamaica before moving to Canada, where he climbed the corporate ladder and went on to build Kingsdale Advisors, one of the country’s leading shareholder advisory firms. In this conversation, Wes shares how he thinks about investing—including the criteria he looks for before putting money to work. His story is inspiring, and we hope it motivates you on your own investing or entrepreneurial journey.

    Chapters:
    0:00 Intro
    0:31 The Wes Hall story.
    1:16 Early memories about money.
    3:04 Business lessons from his grandmother.
    5:14 How he started his business.
    7:12 The value of saving your money so you can invest.
    9:53 How he navigated his early days as an entrepreneur.
    12:35 The truth about taking business risks.
    13:54 Wes' first $1,000,000 check
    14:45 You can't do it alone -- marriage lessons.
    17:12 How Wes thinks about investing.
    19:32 What investors should look for in a management team.
    21:43 Mindset -- running your business as if your broke.
    22:40 Why money is like sand.
    23:25 Investing lessons learned from missed opportunities.
    27:35 The value in listening to your gut.
    28:20 Teaching kids to have respect for money.
    31:45 The importance of working hard.
    33:13 How to think about success.
    Our thanks to Wes for sharing his story with us!
    You can learn more about Wes here: https://kingofbayst.ca/
    Producer: Marc Aflalo - https://www.aflalo.com
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:

    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #business #investing #leadership

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

    41 min
  • 8 Real Estate Stocks Surging with AI

    The AI boom is transforming the real estate industry! We’re seeing a massive buildout of data centers to meet demand. In fact, spending on data centers in the U.S. is set to surpass office construction for the first time! So — how should you invest? We spoke with leading real estate investor Dennis Mitchell of Starlight Capital about the opportunities…and 8 key stocks to watch! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 How is the AI boom impacting the real estate industry?
    1:52 What's the most important thing investors should think about?
    3:14 Stock picks 1 and 2 - Amazon (AMZN) and Microsoft (MSFT)
    5:35 Stock picks 3 and 4 - Equinix (EQIX) and Digital Realty (DLR)
    7:13 Stock picks 5 and 6 - Prologis (PLD) and Goodman Group (GMG)
    6:48 Stock pick 7 - Merlin Properties (MRL)
    11:09 Stock pick 8 - Constellation Energy (CEG)
    Our thanks to Dennis Mitchell of Starlight Capital!
    You can learn more about Starlight here: https://starlightcapital.com/en/
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #realestate #ai

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

    15 min
  • 8 Tech Stocks Everyone's Missing!

    The Magnificent 7 get much of the market’s attention. But they’re certainly not the only tech stocks you should know about! In our latest Ticker Take video, we spoke with expert investor Ryan Modesto about 8 other tech names he thinks should be on your radar. Ryan specializes in small and mid-cap stocks and he shared a range of interesting companies, — tied to everything from software and space, to AI. Ryan also explained how he determines what makes a tech stock worth buying. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:41 The benefit of looking at smaller tech stocks
    1:22 How to decide if a stock is worth buying? 3 things growth
    2:37 Stock pick 1 - Karman Holdings
    3:51 Stock pick 2 - Rocket Lab (RKLB)
    5:05 Stock pick 3 - Nebius (NBIS)
    6:48 Stock pick 4 - nVent Electric (NVT)
    8:04 Stock pick 5 - Freshworks (FRSH)
    10:13 Stock pick 6 - Alkami Technology (ALKT)
    11:43 Stock pick 7 - Genius Sports (GENI)
    13:31 Stock pick 8 - Cellebrite (CLBT)
    Our thanks to Ryan Modesto! Please note: i2i Capital Management may maintain a financial interest in companies discussed.
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.

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

    17 min
  • 10 Biotech Stock Picks

    Can you make money with biotech stocks? The sector is coming out of a brutal bear market, but it roared to life this week! Pfizer bought Metsera to catch up in the booming weight loss drug market, while UniQure shares surged after a promising Huntington’s disease trial update. Veteran biotech investor Eden Rahim calls it a “eureka moment." He joined us to share 10 stocks he’s extremely confident about — not the “go up or blow up” kind, but names with strong pipelines, mid-cap growth stories, and companies harnessing AI. Today's video is brought to you by MooMoo. As always this is not financial advice!

    (Note: this video was filmed September 22nd, shortly before the UniQure news, which has since led to a surge in Clearpoint, which was one of Eden's picks. So kudos to Eden!)
    Chapters:
    0:00 Intro
    0:21 Why did biotech stocks struggle so much?
    1:15 Eden Rahim on the investing opportunity in biotech!
    2:50 3 bio investing areas: mid-cap growth, emerging growth, and tech!
    4:47 A word from today's sponsor, MooMoo! (link below!)
    6:09 Stock pick 1 - Apellis Therapeutics (mid-cap growth stock)
    8:33 Stock pick 2 - Legend Biotech (mid-cap growth stock)
    11:35 Stock pick 3 - Ultragenyx Pharmaceutical (mid-cap growth stock)
    13:24 Stock pick 4 - TG Therapeutics (mid-cap growth stock)
    14:53 Stock pick 5 - Alpha Cognition (emerging growth stock)
    17:41 Stock pick 6 - Cytokinetics (emerging growth stock)
    19:43 Stock pick 7 - Crinetics Pharmaceuticals (emerging growth stock)
    21:40 Stock pick 8 - Clearpoint Neuro (tech-related bio stock)
    24:10 Stock pick 9 - Schrodinger (tech-related bio stock)
    26:14 Stock pick 10 - Simulations Plus (tech-related bio stock)
    Thanks to Eden for joining us! You can learn more about him here:
    https://www.nextedgecapital.com/about-us/executive-team/staff-eden-rahim/
    You can also follow him on X: @EdenRahim
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Check out the MooMoo link below for our limited time deal:
    https://www.moomoo.com/ca/events/welcome_jon_erlichman
    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
    https://www.tickertakeonline.com/
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.

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

    30 min
  • Sell Nvidia. Buy Broadcom?

    Nivida has been one of the hottest stocks and virtually all of Wall Street continues to recommend the shares. But semiconductor analyst Jay Goldberg is advising investors to sell! Not only that, he thinks investors should buy Broadcom. In this video, Jay explains his bearish view on Nvidia, his bullish view on Broadcom, and shares his take on a few more chip stocks, including AMD. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Who is Jay -- the ONLY analyst with a "sell" on Nvidia?
    1:18 Are we in an AI bubble?
    2:34 Why should you sell Nvidia shares?
    3:20 Why Jay has a $100 target price on Nvidia's stock.
    4:26 How does he feel being the only analyst with a sell rating?
    5:54 Explaining the difference between Nvidia and Broadcom.
    7:11 Why Jay likes Broadcom's stock over Nvidia.
    8:24 Can Broadcom's stock continue to climb?
    9:32 Jay used to like AMD -- so why did he downgrade the stock?
    10:58 3 memory stocks to watch!
    Thanks to Jay for joining us. You can also follow him on X: @jaygoldberg
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    Want to learn more about Ticker Take?
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #nvidia

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

    13 min
  • Life, Money, and Meaning: A Conversation with Roy Gori, former CEO of Manulife

    How important is the CEO to a stock's success? In this episode of Ticker Take, we speak with Roy Gori about how leadership shapes companies and boosts investment returns. Roy spent nearly a decade as the CEO of one of the world’s biggest insurance companies -- Manulife. In that time, he helped to transform the business, which helped Manulife’s stock outpace the market. We spoke with Roy about all of the years leading up to his time as CEO — getting a part-time job in his native Australia at the age of 8, stepping into the world of finance out of high school at 17, and working nights to earn his degree and then his MBA. Roy's story is a great lesson in leadership! We hope you enjoy!

    Chapters:
    0:00 Intro
    0:20 How to invest in good management and culture
    1:00 Bullish or bearish -- AI
    2:43 Bullish or bearish -- longevity
    4:17 Bullish or bearish -- vegemite :)
    4:50 Roy’s childhood and how it shaped him
    6:30 Early life lessons about money
    9:43 Transitioning to the business world at Citi
    12:22 Remote work vs returning to the office
    14:17 Money's role in his early career choices
    18:13 How Roy prioritized culture as a leader
    22:48 Why he decided to retire as Manulife's CEO
    26:51 Investing in the future of healthcare
    31:58 The benefits of challenging yourself
    35:26 Lessons for young people about money
    Our thanks to Roy for sharing his insights with us!
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    Want to learn more about Ticker Take?
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #business #investing #leadership

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

    38 min
  • 4 MUST OWN AUTONOMOUS STOCKS

    The autonomous era has arrived. Self driving cars and trucks are hitting the roads. So — how do you invest in autonomy? We asked Adam Johnson of the Bullseye American Ingenuity Fund to explain! Plus, he shared four key stocks he owns tied to self-driving and autonomy. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:23 How big is the autonomous opportunity?
    0:59 Advice to investors about self-driving stocks
    1:54 Stock pick 1 - "writing the book on self-driving"
    3:33 Stock pick 2 - "the company we know, but don't"
    5:19 Stock pick 3 - a "trusted brand" with "scale" (plus a bonus pick!)
    4:13 Stock pick 4 - a "call option on the future of autonomous trucking"
    Thanks to Adam for joining us! You can learn more about AJ here:
    https://bullseyebrief.com/
    You can also follow him on X: @AJInsight
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

    Want to learn more about Ticker Take?

    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #technology

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

    11 min
  • Could Opendoor reach $500?

    On the day that Opendoor named a new CEO and brought its founders back to its board of directors, we speak with investor Eric Jackson who sparked the Opendoor frenzy. Eric tells us where he sees the stock going next. We caught up with him outside of Drake's house, to find out why he's been spending so much time there! As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:17 The back story on Opendoor
    1:20 Why has Opendoor’s stock doubled since Eric last joined us?
    2:10 Why is Eric making daily visits to Drake’s house?
    2:43 Has Eric spoken with Drake yet?
    3:05 What’s behind the “Open Army?”
    3:50 The Drake factor in democratizing the stock market.
    5:43 Why does Eric now see a case for $500 a share?
    7:08 Eric's thoughts on leadership (ahead of new CEO announcement)
    8:12 Why Eric sees Opendoor as a cult stock, a la Tesla
    9:01 What does Eric think about the short sellers?
    10:04 Thoughts on Wall St analyst stock views about Opendoor
    10:49 Eric on Opendoor's former CEO
    12:15 Eric's other two top stock picks!
    Note: this interview was taped on September 10th, 2025, just ahead of the announcement that Shopify's COO would become Opendoor CEO and that Opendoor's co-founders would be returning to the board of directors, with Keith Rabois becoming Chairman.
    Thanks to Eric Jackson for joining us!
    Learn more about Eric here: https://emjcapital.ltd/about-eric-jackson/
    Follow him on X: @ericjackson
    What do you think of Opendoor? Let me know in the comments.
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Our free investing newsletter - sign up here! https://jonerlichman.substack.com/
    Want to learn more about Ticker Take?
    https://www.tickertakeonline.com/
    You can also find more content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #opendoor

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

    15 min
  • 10 POWER STOCKS

    Investors have been BIG buyers of utility stocks! This once sleepy sector is now helping power the AI boom! But after a big run-up in these shares, how do you pick long-term winners? We asked Ryan Bushell of Newhaven Asset Management. Ryan’s enjoyed lots of success investing in utility stocks over the years. And of all the people I speak with, he was one of the first to identify this coming wave of demand. Ryan walks us through 10 power stocks you should know about -- including a few that he really likes. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:28 Why have utility stocks been hot?
    1:16 Is the power boom the real deal?
    2:10 What should you think about before investing in this sector?
    3:08 Stock 1 - a compelling gas export story
    3:40 Stock 2 - a Texas opportunity
    4:13 Stock 3 - at the center of the nuclear growth trend
    4:44 Stock 4 - a high flier also tied to nuclear
    5:28 Stock 5 - fast growing in gas infrastructure
    5:57 Stock 6 - benefiting from the growth in power demand
    6:38 Stock 7 - turbocharged by gas turbines
    7:27 Stock 8 - the Florida factor
    8:23 Stock 9 - notable growth in Texas and California
    9:01 Stock 10 - integral to the power demand story
    Thanks to Ryan for joining us! You can read his latest piece on power demand below:
    https://www.linkedin.com/pulse/q1-2024-newhaven-investment-commentary-esi7c/?trackingId=mWWeCy%2FZ4vaJorEP3WlX%2Fw%3D%3D
    Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    Make sure to subscribe so you don’t miss our next investing video!
    Sign up for our free investing newsletter! https://jonerlichman.substack.com/
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #technology

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

    11 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…