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Everyday we research potential investments in stocks, ETFs, and IPOs. We share what we find with you. We provide you with ideas and research you can execute and profit from. To learn more about our research, visit www.tradesam.com sam.substack.com

Everyday we research potential investments in stocks, ETFs, and IPOs. We share what we find with you. We provide you with ideas and research you can execute and profit from. To learn more about our research, visit www.tradesam.com sam.substack.com
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Location:

United States

Description:

Everyday we research potential investments in stocks, ETFs, and IPOs. We share what we find with you. We provide you with ideas and research you can execute and profit from. To learn more about our research, visit www.tradesam.com sam.substack.com

Twitter:

@jcd5816

Language:

English

Contact:

16015027040


Episodes

🔥American Tower ($AMT); iShares Cohen Steers ($ICF)

10/9/2019
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Going forward, we are including audio (podcast) with most issues. This issue is free. Become a paying member by signing up below. American Tower ($AMT) ◾ Wireless infrastructure REIT ◾ $98 billion market ◾ 1.99% div yield Brief: American Tower has crushed the S&P 500 by 445% over the past 10 years. What they do: They own, operate, and develop communications real estate like cell towers. Their customers include wireless service providers (AT&T, Verizon), radio and television companies,...

Duration:00:11:00

Facebook's Second Pitch | Ep. 17

5/10/2019
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In today’s show we’re going to talk about Bitcoin and The Technology Adoption Life Cycle. And that will lead us into our discussion about Facebook’s crypto project. ***Note*** This was a subscriber-only episode. I recently unlocked it. You can gain access to the newsletter here: https://sam.substack.com/p/facebooks-second-pitch This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:11:28

Facebook's Second Pitch

5/8/2019
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👋 Hello from the home office. Today’s newsletter: Bitcoin and The Technology Adoption Life Cycle. Facebook’s crypto project. Later this week: My experiment with Beyond Meat (BYND). The meat, but not real meat company making veggie burgers and sausages. I’m not a bull or bear on Bitcoin or blockchain technology. I think it’s interesting and something we need to pay attention to for two reasons. Smart, talented people are leaving high-paying jobs at companies like Google and Facebook to...

Duration:00:11:28

Does it Matter That Uber ($UBER) Loses $1 Billion Per Year?

5/7/2019
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This week we’ll see Uber take center stage as their shares are set to price on Friday. Today, I want to to spend a brief minute on Uber, and talk about what I think is missing from this discussion. Links: A Look Back at Facebook's IPO P.S. Want analysis of stocks, ETFs, and IPOs delivered to your inbox every day? Subscribe to our daily email here: https://sam.substack.com/ This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:07:31

Does it Matter That Uber Loses $1 Billion Per Year?

5/7/2019
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This is the free weekly email sent to all subscribers of Pure Alpha. To receive the subscriber-only email, click subscribe now below. 👋 Good morning from the home office. This week we’ll see Uber take center stage as their shares are set… Read More This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:07:31

Netflix’s Moat and Lululemon ($LULU) Defies Retail Carnage

4/30/2019
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In today's show: Is Netflix’s moat widening or shrinking? How Lululemon thrived when other retailers are struggling. Links Netflix’s Moat, Lululemon Defies Retail, Disney Breaks Out This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:13:42

What Investors Can Learn From CAA Co-Founder Michael Ovitz

4/22/2019
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👋 Hello, today we’re talking about how Michael Ovitz changed the balance of power in Hollywood, and how thinking about who has leverage and where the balance of power lies within a value chain will help us evaluate this new crop of unicorns going public like Lyft, Uber, and Airbnb. Show Notes StratecheryAmazon This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:13:19

A Deep Dive on Zoom's IPO

4/9/2019
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Today, we talk about the video communications company Zoom and their upcoming IPO. We start with an overview: what products they sell, who are their customers, and what is their business model? Next, we'll discuss their chance of becoming an economic franchise or will they be a run-of-the-mill business. And finally, we'll discuss what their ceiling is and three risks we need to think about when it comes to Zoom's business. Links https://www.tradesam.com/a-deep-dive-on-zooms-ipo/ This is a...

Duration:00:19:34

Apple's New Products; The Inverted Yield Curve — Explained

4/1/2019
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In today's update, we talk about Apple's four new products. Plus, what the inverted yield means for investors. Show notesUse coupon code sam for a 20% discount off a yearly SAM+ membership. Click here to sign up. This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:16:54

How One Man Built a $2.3 Billion Dollar Fortune

2/22/2019
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The greatest investor you've never heard of. In today's episode, we talk about how Dr. Herbie built his fortune. Links The Greatest Investor You’ve Never Heard Of: How an Optometrist Beat the Odds to Become a Billionaire — Forbes This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:08:46

The Next Trillion Dollar Opportunity: Augmented Reality

2/21/2019
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Today we talk about Augmented Reality (AR) and Levi Strauss going public. Links, charts, and show notes can be found here: The Next Trillion Dollar Opportunity: Augmented Reality This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:12:09

What's Your One Big Thing?

2/15/2019
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In today's show, we talk about how deep insights can be learned from knowing just ONE THING, really well.Links One Big ThingHost InstagramFacebookLinkedinTwitter-@jcd5816 This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:04:07

Three Stocks We Added to Our Watchlist

2/14/2019
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This is the third and final episode of our new daily podcast for Pure Alpha subscribers. Hopefully, you have a feel for what these daily briefs will be like. Starting next week, there will be one free podcast/email per week. The rest will be for paid subscribers of Pure Alpha. To keep receiving these every day, click this link. For full show notes click https://sam.substack.com/p/-podcast-three-stocks-to-watch. This is a public episode. Get access to private episodes at...

Duration:00:03:47

Postmates' IPO and Why Investors Are Piling Into VIX ETFs

2/13/2019
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-In today’s episode we cover: -Complete show notes can be found here. -Links Postmates IPO)Stats on U.S. food deliveryThe food delivery market is booming! But beware of cannibalizationValue ChainsOnline food delivery This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:11:52

Why Spotify ($SPOT) Acquired Two Podcasting Companies

2/12/2019
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New feature! You can have this podcast delivered to your inbox for free. You can sign up at sam.substack.com. In today’s show we cover: Links Spotify’s podcasting dreamsSpotify’s podcast aggregation playAudio firstBill Simmon’s NBA trade value rankings This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:09:59

Atlassian and the Steady Eddy of Stocks; Warren Buffett on How to be Successful

1/31/2019
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In today's episode, we look at Atlassian, a SAAS company that went public a few years ago. We also talk about McCormick and why they might be a good fit for the right investor. Plus, Warren Buffett's tips on how to be successful. Links for today's episode: Warren Buffett's rules on how to be REALLY successful. This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:15:29

Netflix; Strong vs. Weak Technologies; Slack's IPO

1/23/2019
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In today's episode, we talk about what raising prices says about the strength of Netflix's business, strong vs. weak technologies, Slack's upcoming IPO. Plus much more... This podcast is based on research from our premium newsletter. You can learn more about our newsletter here. Want to learn how to win a free 6-month subscription to our premium newsletter? I reveal the details at the end of the show. This is a public episode. Get access to private episodes at sam.substack.com/subscribe

Duration:00:14:54

The Nifty Fifty; Chinese Stocks; Bitcoin/Blockchain

11/15/2018
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In today’s show, we’re tackling all the ways we can learn and trade better by taking a look at the nifty 50...Which was a group of high flying stocks back in the 60’s. Also we’re gonna be talking about Chinese stocks...which have had a rough 2018...should you include them in your portfolio??? And finally we are gonna talk about Blockchain, and the two must follow rules when you consider future categories to invest in. For more details and charts used in this episode, check out the blog...

Duration:00:15:16

Is This the End of the Bull Market?

11/4/2018
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In today's show we talk: What investors should do instead of worrying about the recent correction in the stock market. Our show is broken up into segments They are: Public Offerings Two IPOs Companies to Watch In this segment, we talk about PayPal's two lessor known assets; Braintree and Venmo. Down and Out The down and segment refers to companies or themes that have had a bad run and is there an opportunity for investors to pick up shares at cheaper prices. We are trying to figure...

Duration:00:18:40