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Insights

Business & Economics Podcasts

Every day 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. purealpha.substack.com

Location:

United States

Description:

Every day 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. purealpha.substack.com

Twitter:

@jcd5816

Language:

English

Contact:

16015027040


Episodes

How Bad Could Markets Get?

3/23/2020
Even though we’re ~33% off the all-time high, could we be in for more downside? Data from the WSJ makes me think so. The current selloff has erased 1.3 years of gains. That’s it. Even though the drop has been violent, we’re back to where we were in December 2018. Update: Since the article came out, the selloff has deepened and wiped three years of gains off the board. We are now back to levels last seen in January 2017. The majority of bear markets have stayed within a two-year range....

Duration:00:06:34

What Betting on Horses and Picking Stocks Have in Common

3/19/2020
The Pari-Mutuel System From Poor Charlie’s Almanack, page 195: The model I like — to sort of simplify the notion of what goes on in a market for common stocks — is the pari-mutuel system at the race track. If you stop and think about it, a pari-mutuel system is a market. Everybody goes there and bets and the odds change based on what’s bet. That’s what happens in the stock market. Any damn fool can see that a horse carrying a light weight with a wonderful win rate and good post position...

Duration:00:03:24

Facebook's Second Pitch

5/8/2019
👋 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
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

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

1/31/2019
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