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Market pricing in status quo + valuation can only take you so far

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Manage episode 486877837 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).
Show Notes:
No Growth, No Margins, No Thanks: Why I'm Out On SMCI
I'm Loading Up On Energy Transfer
Nebius: Hyperscaler Aiming For Hypergrowth
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

271 episodes

Artwork
iconShare
 
Manage episode 486877837 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The Pragmatic Investor, James Foord, talks macro flows and dynamics in the market (0:40). Interesting international picture - has something fundamentally shifted? (6:20) Valuation can only take you so far (11:00). Robinhood, HIMS and other favorite stocks right now (13:45). Energy Transfer and picking oil players (16:15). Owning bitcoin and/or bitcoin proxies (20:40). CoreWeave, Nebius and AI (25:00). Bearish on Super Micro Computer (26:25). Still a Tesla bull (28:30).
Show Notes:
No Growth, No Margins, No Thanks: Why I'm Out On SMCI
I'm Loading Up On Energy Transfer
Nebius: Hyperscaler Aiming For Hypergrowth
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
  continue reading

271 episodes

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