In this episode, we welcome Javier Lopez Bernardo from BrightGate Capital to discuss Northeast Bank (NBN), a regional bank in Maine. Javier delves into his background, the philosophy and strategies of BrightGate Capital, and shares insights into why NBN:US caught their attention. They discuss the unique business model of NBN, which operates like a …

In this conversation, we have a chance to sit down with Eric Gregg, a standout contributor and top-performing analyst on the platform. Eric has shared almost 40 ideas with the SumZero community over the course of his time with us. Those ideas are outperforming their respective benchmarks by nearly 17%, on average. To review all of Eric's work, www.…

In this discussion, Chris Waller, founder and CIO of Plural Investing, a graduate of Oxford and the value investing program at Columbia Business School, provides insights into his approach to value investing in #smallcap stocks. Specifically, he discusses his fund strategy, which focuses on finding 7-8 significant investment ideas over a 3 to 5-yea…

SumZero had the opportunity to sit down with Raj Shah and Cullen Rose, co-founders of Stoic Point Capital Management.Stoic Point manages two concentrated strategies: Stoic Onshore/Offshore is a long/short fund focused on #small- and #midcap North American securities. Stoic Point Alpha Capital is a long-biased fund focused on unique asymmetric oppor…

In this invigorating discussion, SumZero founder and CEO Divya Narendra had the opportunity to chat with Ted Rosenthal, the founder of TMR Capital. A prolific contributor to SumZero, Ted started TMR right out of college 4 years ago, and shares his insights on current opportunities in the market, and how he has positioned his fund to seize upon them…

In this extensive interview, Joe Bergera, CEO of Iteris, a leader in the Smart Mobility Infrastructure Management industry, discusses various aspects of the company. Topics covered include the financial prospects of the company, the valuation metrics, their 2027 fiscal plans, and the future of the Smart Mobility Infrastructure Management Market. He…

Stock Market action review @ 1:17 min mark $SPY $SSO $SPXL $QQQ $QLD $TQQQ Top Group for investment now @ 13:17 min mark: $SOXX $SOXL Top Stock to buy now @ 14:32 min mark: $PSTG BTC Bitcoin & the reasons for weakness with possible silver lining @ 18:54 min mark DISCLAIMER: All of ARMRreport, our trades, strategies, and news coverage are based on o…

Morning Meeting recorded 8:45 1/12/24 Risk Moniotr Macro update: SSO SPXL QLD TQQQ SPY QQQ Highlight Stocks in Focus: URNM CCJ URNJ Stocks in the news: TSLA NVDA MSFT META NFLX USO XOP PHYS PSLV GDX Stocks to Buy: IIPR MSOS DISCLAIMER: All of ARMRreport, our trades, strategies, and news coverage are based on our opinions alone and are only for educ…

ARMR Morning Meeting Topics covered: The #Hateful8 leadership NVDA META MSFT AAPL GOOGL AMZN TSLA & NFLX Expected #StockMarket action into week end & how to respond SPY QQQ DIA IWM Highlighted #investing $SRUUF $URNM $CCJ $URA $URNJ #uranium #StocksToBuy $NVDA $META $MSFT #stockstowatch $UBER $ABNB $IOT $SOXL Catch the replay now... DISCLAIMER: All…

Stock Market Investing The start to the year is in line with expectations after a big Q4 Weakness down to the key locations of either the 25 or 50 day ema is the reasonable range for a correction A break below Stops on a weekly basis would require a rethink For now the probabilities favor a shakeout & not the end of the rally or start of something …

Stock Market Investing Topics discussed this morning.... Risk Monitor [Market] commentary: The trend is our friend; Confluence/liquidity the trump card Here are the sobering facts that has made me think all weekend… QQQ up 55.53% in 2023 meaning QLD [2X] was up over 110%!?!?!SPY up 26.56% in 2023 meaning SSO [2X] was up over 52%!?!?!If our portfoli…

Risk Monitor [Market] commentary: End of year drift higher underway but watch out for 1st 2 weeks of 2024 All is well with the advance as the expected drift higher this week began well with leadership from Small Caps [IWM]Often when markets run hot into year end the 1st 2 weeks of Jan. can be dicey.Investors can on occasion hold off on booking gain…

Thin Market & the Trend is our Friend Welcome back after a 3 day weekendYou know it’s a Bull Market when Monday is closed and you are a bit disappointed.When the stampede is on who wants a day off?Last week of trading in 2023 and I suspect the trend will continue to be our friend.The trading volume can be light and this can cut bot h ways intra day…

Stock Market Investing: $SPY $QQQ $DIA $TLT $IWM $ARKK $INDA $ISRA $EWZ $SPXL $GLD $SLV $GDX Consolidations usually last more than a day but this power trend is...powerful Markets gapped higher and then closed the gap testing the lows of big shakeout Wednesday. At 1:30 I shared this message on the ARMR Trading Desk, "On an $SPXL Day Trade from 1:30…

Risk Monitor [Market] commentary: By all accounts a shakeout was required Careful, step to your left, the sky is falling. So many Chicken Littles come out of the woodwork when a normal and necessary sell off / consolidation occurs during a Bull market Yesterday is no different. They love to wave in front of you any number of "overbought" oscillator…

Stock Market Investing: Seasonality would suggest the grind higher continues Nothing is standing in the way of a year end melt up or continued grind higher at the very least. A rally of this strength would be described by physics as an irresistible force & only and immovable object could cause a possible pause. You could study technical analysis fo…

Stock Market Investinbg Ride the Mechanical Bull We call it "Mechanical" because Bull markets are a function of one thing...liquidity. The Bears will try and scare you with geopolitical fears & the Bulls will cheer rate cut expectations but in reality it is the over $450 billion added in November to financial markets from the 4 major western centra…

Stock Market Macro: Risk Monitor Green "Power Trend" Extends Where to begin? The reaction to the Fed meeting was everything that we could have wished for and then some. We are already in position and so enjoyed another large day of investing gains. Managing success is the action from here. This means occasionally booking gains on extended positions…

Risk Monitor [Market] commentary: Each sell off is met at support with quick buying pressure The steady support action since 11/14 gap up has allowed the markets to correct in time rather than price so far The strong Friday / weekly close led us to increase exposure once again after raising cash during the consolidation The 50 day moving avg is now…

Morning Meeting from 12/7 at 8:45 am est Join us Live Home - ARMR Investing - How to successfully invest your money Stock Market uptrends correct in either time or price. Whenever a market gap up fails & leads to a relentless down day, I take notice. When this reversal comes with volume, I take action. Highlighted Action: A quick reminder of just h…

Risk Monitor GREEN/IBD GREEN [Market Rally] Risk Monitor [Market] commentary: Healthy consolidation in Big Cap Tech leading to breakouts signaling the next leg up AAPL AMZN MSFT NVDA all look strong with AAPL leading the way with a classic Cup & Handle set up. QQQ above $390ish should confirm the next advance beginning but of course a gap close of …

8:45 Morning Meeting Notes Risk Monitor GREEN/IBD GREEN [Market Rally] Weighted vs Equal Weight; A healthy spread Precious Metals reversed from large gains overnight to heavy selling during trading yesterday, we reduced exposure quick sending NUGT & PSLV back to the Whiteboard and elevated MSOS PATH & ABNB to Top Shelf. Highlighted Action: Trading …

Risk Monitor GREEN/IBD GREEN [Market Rally] armrSPY Swing GREEN [RSP GREEN] armrQQQ Swing GREEN [QQQE GREEN] Risk Monitor [Market] commentary: The rally continues to improve with many new breakouts as the trend begins to broaden Highlighted Action: Lessons in Trading We Smart Trade 3X SPY, SPXL, each day & Friday offered a perfect example of event …

ARMR Action: As Defensive as I Will Ever Be [Short Now] Part 2 Part 1 [12 Days ago] ARMR Action: As Defensive As I Will Ever Be - YouTube Discussing the idea of investing or what the Stock Market reaction will be in this time of horror, pain & sadness is totally distasteful to me. However, I feel the war of public opinion is raging & employing this…

This is a Stock Market discussion so I will refrain from politics except to say this I suspect a significant war will unfold and it must because what happened in the last 48+hrs is different from all the actions that have caused sad desensitization over the years. Anyone pretending this has anything to do with "occupation" & Temple Mount issues has…

In this week's episode, SumZero sits down with the CEO of Sandstorm Gold Royalties, Nolan Watson, and the Founder and Portfolio Manager of White Falcon Capital Management to talk about the Gold Royalties business, the investment case for SAND, and much more. Find more at www.sumzero.com0:00 Introduction and Disclaimer7:45 Stream vs. Royalty busines…

SumZero had the opportunity to sit down with David Bastian and Michael Cooper, co-founders of Kingdom Capital Advisors.KCA's#investment strategy is designed to provide investors access to their actively-managed portfolio of #smallcap and #microcap #equities. KCA concentrates its portfolio in a limited number of high-conviction value investments.For…

SumZero had the opportunity to sit down with Christopher Godfrey, founder and managing partner of Headwaters Capital Management. HCM's #investment strategy is designed to deliver tax-efficient, long-term capital appreciation by focusing on high quality small and mid-capitalization #stocks that have the opportunity to generate durable revenue and ea…

Every day on the ARMR Investing Live Trading desk we share information to help investors reduce the noise that plagues trading/investing decisions and effectively execute a winning strategy. We will be covering Day Trading, Swing Trading & Investing. Sharing information, execution & philosophy to help you become the best self-directing, DIY portfol…

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [Monday this week] [after Futures have opened] the best Stock in Focus Charts off our desk driving actual investing decis…

Every day on the ARMR Investing Live Trading desk we reduce the noise that plagues trading & investing decisions with simple axiom: Price Action is ALL!! We employ proprietary Research, Algorithms, GenAI & Risk Management rules to execute a winning strategy that we share with armrInsiders [subscribers]. I will be sharing with you each Sunday night …

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [after Futures have opened] the best Stocks in Focus Charts off our desk driving actual investing decisions during the pr…

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [after Futures have opened] the best Stock in Focus Charts off our desk driving actual investing decisions during the pre…

SumZero had the opportunity to sit down with Daniel Piderit Hernandez, founder and managing partner of DPH Capital. Daniel and DPH employ a heavily #contrarian, #fundamental approach to global equity investing.We spoke through his long thesis on META and future opportunities for monetization within the Family of Apps, as well as FSLR, a short idea …

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [Monday this week] [after Futures have opened] the best Stock in Focus Charts off our desk driving actual investing decis…

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [after Futures have opened] the best Stock in Focus Charts off our desk driving actual investing decisions during the pre…

00:46: Jan looks back on his ERII thesis2:38: ERII revenue growth5:07: Intro to Biovica7:47: Biomarker test for cancer detection – it's importance and accuracy9:51: Biovica Sales strategy11:49: Biovica background and basics13:05: Biovica potential15:17: Discussion around any plans for fundraising18:02: Vicore Pharma – background and opportunity21:0…

In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank. Timestamps:5:54: India Macro7:30: Finding good management8:33: Raj…

Every day on the ARMR Investing Live Trading desk we attempt to reduce the noise that plagues trading and investing decisions with the simple axiom: Price Action is ALL!! To that end, I will be sharing with you each Sunday night [after Futures have opened] The best Stock in Focus Charts off our desk driving actual investing decisions during the pre…

In this interview, long-time short seller Ben Axler of Spruce Point outlines his thesis on $PERI.

Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist.

Chris McIntyre, CIO and Founder of McIntyre Partnerships – a small and mid cap focused value fund – walks through his theses on OneSpaWorld ($OSW) and Sphere Entertainment ($SPHR) and why he sees very asymmetric risk reward profiles on both investments.

A lot of people ask me how to invest 100k – and they expect the usual answers about asset types, allocation percentages, and how to decide which investment is right for you. But all that skips some very important steps. It’s kind of like diving into the pool before learning how to swim. As a professional portfolio manager for the past 30+ years I a…

DIY algo trading has become very popular in the past decade. Especially as more and more individual investors take on the brave task of managing their own assets, you might be wondering what is the best algo trading strategy. The answer to that is what I’m going to focus on in this video. All of our portfolio managers utilize the algo data in ways …

If you want to expand your stock trading strategies, day trading can be a very useful tool – but it’s not for everyone. In this video I’m going to share three secrets that can help you become a day trader who makes money. Our favorite tool for this: The ARMR Report https://armrinvesting.com/report/ In your search to learn how to be a day trader you…

In a wide ranging discussion with legendary value investor Mohnish Pabrai, we hear about his investments in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) might disrupt the space.For more access to investment discussions and actionable investment research, join the SumZero inve…

Jeffrey Edell, former chairman of Myspace, is the CEO of MeWe, a social platform with over 20 million users worldwide. MeWe is in the process of transitioning to a decentralized model built on Polkadot and will soon be the world's largest social platform built on the blockchain. Rabia Iqbal is the founder of Nural Capital, a crypto-focused fund of …

In this fascinating conversation, we learn from Roli Saxena, Founder of Drona Capital, how she finds companies that she can invest in and hold ... forever. Drona Capital is a long-only equity fund, seeking to invest in high-quality businesses available at a discount to their intrinsic value. Investment decisions are based on the company's historica…

Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings…

How to make money day trading the stock market step by step Examples for this past week right off our trading desk: SPXL CRSP TGTX What is on our whiteboard for day trading next week? These ideas change quickly as the week progresses but I will share what is Top Shelf and may find its way into our day trading strategy. IWM {UWM TNA] BBAI TQQQ CRSP …