The Closingbell Show: Recent Episodes
The Closingbell Show
Welcome to The Closingbell Show. Every fortnight, we have confidence-boosting conversations with sophisticated investors to help you navigate the current market craziness.
We’ll unpack their investing process, what stocks they’re researching, and extract unique industry insights in quick 40 min episodes available on Youtube and all major podcast platforms.
We hope you enjoy!
If you enjoyed this content, be sure to check out our FREE publication at https://gems.closingbell.co to be notified of new episodes from The Closingbell Show and access a library of undervalued stock reports.
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📌 Joseph's Substack https://www.apricitas.io/
📌 Joseph's Twitter: twitter.com/JosephPolitano
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This week, we had former bureau of statistics employee Joseph Politano on the show. He takes us through the current macro-economic climate in the US, what the job market really looks like, and he gives us his thoughts on whether or not he thinks we are headed for a recession.
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00:00 Intro
00:45 Joseph's Background
5:45 Recession Risks
10:15 Recession Severity
16:00 State of GDP in the US
22:30 Second hand automobile market
28:00 Job market in the US
33:00 China v US long Term
If you enjoyed this content, be sure to check out our FREE publication at https://gems.closingbell.co to be notified of new episodes from The Closingbell Show and access a library of undervalued stock reports.
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📌 Overlooked Alpha https://www.overlookedalpha.com/
📌 Vince's Twitter: https://twitter.com/okieinvestor
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00:00 Intro
2:55 FMK / First Investment
10:20 How does Social Media Influence Bull and Bear Markets
16:00 Haleon Business Breakdown
20:43 Bull Case for Haleon
22:42 Risks with Haleon
28:00 Conclusion
If you enjoyed this content, be sure to check out our FREE publication at https://gems.closingbell.co to be notified of new episodes from The Closingbell Show and access a library of undervalued stock reports.
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📌 Asian Century Stocks Substack: https://www.asiancenturystocks.com/
📌 Michael's Twitter: https://twitter.com/fritz844?s=11&t=M...
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00:00 Introduction
08:48 Macro Themes Coming Out of Asia
11:28 Evergrande Bailout
14:17 PS5 Performance During COVID
18:38 Microsoft buys Activision
25:58 Is Sony Undervalued?
27:21 Samsonite Luggage Coverage
30:06 Will Chinese Taffics Impact Samsonite Significantly?
If you enjoyed this content, be sure to check out our FREE publication at https://gems.closingbell.co to be notified of new episodes from The Closingbell Show and access a library of undervalued stock reports.
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This is a clip from the full Closingbell Show episode with Brad Freeman (https://twitter.com/StockMarketNerd) of Stock Market Nerd -- Founder at Stock Market Nerd. "I cover the ins-and-outs of 25 publicly-traded companies as well as broad market trends. Detailed information from earnings reports, press releases, investment bank conferences and analyst days is all provided to my subscribers in a timely manner. I also frequently interview the executives of these companies to offer added primary insight and I publish deep dives into each company I own. My readers are always welcome to reach out to me with any remaining questions they may have. I always respond."
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00:00 Introduction
03:09 FMK / First Investment / Hero
08:00 Brief History of PayPal
13:30 PayPal Earning Review Highlights
18:30 Dan Schulman's Value
25:00 Key M&A's
32:10 PayPal & Crypto
36:00 How PayPal Retains Competitive Advantage
42:40 Conclusion
If you are enjoying this content be sure to check out our weekly newsletter at https://gems.closingbell.co/
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This is a clip from the full Closingbell Show episode with Rihard Jarc (https://twitter.com/RihardJarc) of uncoveralpha.substack.com.
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About Rihard "I started investing from a very early age and quickly found that I have a big passion for investing. Besides having a business and finance degree, I started my career working in audit at one of the Big4 audit companies. This gave me essential knowledge on how to analyze financial statements and analyze companies from a financial aspect. After that, I changed my job and started working as a Stock analyst for a Portfolio Manager at a big international bank. After some years, I got my license and was promoted to Portfolio Manager, where I managed portfolios for many high net individuals. I was always the one most fascinated by technology and technology stocks. After a few years, I decided I would pursue my own path, and I quit my job and founded 2 startup companies, both in the software space. I successfully sold both companies, and am now a full-time content writer manager and own my small boutique investment fund. Having been in the software space, added to my knowledge of investing greatly as I found out that my domain knowledge is what a lot of the time makes the real difference in understanding and analyzing high growth technology companies."
00:00 Intro
2:00 Rihard's Story
10:00 Friend Marry Kill & First Investment
15:00 Metaverse Industry Segments
22:40 Crypto & NFT roles in Metaverse
25:50 Apple IOS Privacy Law Changes & Impact
35:19 Meta v TikTok
39:00 Metaverse Cost
In this Episode we chat with Ayesha Tariq - (https://twitter.com/ayeshatariq) of Traderade.com.
If you enjoyed this content, be sure to check out our FREE publication at https://gems.closingbell.co to be notified of new episodes from The Closingbell Show and access a library of undervalued stock reports.
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About Ayesha "I am a mother, a daughter, a banker. I love coffee, reading and rain. Now, let’s get down to business… I never dreamed of a career in finance… and then I ended up in Corporate Banking. I worked with multi-billion dollar companies as a lender – learning to understand their business and finding value in their numbers. From there I went on to a private family business managing a portfolio of over $1billion in real estate, hospitality and private & public equities. Why am I telling you this? Because even though I never wanted to work in the financial industry, I realize now that I could never dream of leaving it. The World of Finance can be fun & interesting, and I hope to bring some of that to you. Over the past 17 years, I've analyzed hundreds of companies - reading balance sheets and income statements is second-nature to me."
You can learn more about his investment philosophy here: https://ayeshatariq.substack.com/
00:00 Introduction
1:49 Ayesha's Story
3:47 Friend Marry Kill + First stock + Most Admired
9:37 Traderade
11:54 China's Economy
16:00 China's Economic Risks
26:35 Alibaba
31:14 Pinduoduo
This episode we cover the ins and outs of the IBuying Industry, we look at how companies like Opendoor have an opportunity to revolutionise the Real Estate Industry and Tyler makes a compelling case for Opendoor becoming the next Amazon.
►► Tyler Okland is a Stanford physician and surgeon by day and a finance writer by night.
He has published dozens of medical articles in peer-reviewed journals and leverages this scientific background to provide the most comprehensive financial deep dives you’ll find. He is the author of The Operator where he writes about disruptive technology and his investment philosophy.
He is the Founder and CEO of DataDoor.io an iBuying data business that collects robust data from multiple public sources, including Opendoor.com, public county registers and MLS. Between 2015 to 2022, Datadoor captured over 90,000 Opendoor transactions in 101 metro regions across 251 counties. You can learn more about his investment philosophy here: https://theoperator.substack.com/
►► Want more stock insights? Learn more here: https://gems.closingbell.co
THIS EPISODE Tyler Okland: https://twitter.com/Tyler_Okland_MDNathan Derriman: https://twitter.com/BellringerNDLuca Monk: https://twitter.com/lucamonk
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Is your portfolio in trouble? Are you looking for recession-proof stocks? Netflix growth is slowing down but you're not sure why? We cover it all on this week's episode of The Closingbell Show with Alex Morris.
►► Alex is a long-term investor, CFA Charterholder, and former buy-side equities analyst. He spent 10 years working in the finance industry, most recently as part of a four-person investment team responsible for allocating ~$1.2 billion in client assets.
In April 2021, he launched the TSOH Investment Research service, with the goal of providing complete transparency around my investment philosophy, equity research process, portfolio construction decision-making, and outcomes (returns disclosed on a quarterly basis).
You can learn more about his investment philosophy here: https://thescienceofhitting.com/about
►► Want more stock insights? Learn more here: https://gems.closingbell.co
THIS EPISODE
Alex Morris: https://twitter.com/TSOH_Investing
Nathan Derriman: https://twitter.com/BellringerND
Luca Monk: https://twitter.com/lucamonk
FIND US ON SOCIAL
Twitter: https://twitter.com/ClosingbellCo
TikTok: https://www.tiktok.com/ClosingbellCo
Web: https://closingbell.co
SHOW NOTES
0:00 What's in today's show
1:16 Learning about Alex
5:45 Genesis story of The Science of Hitting
11:49 What's happening in the markets today
15:00 Alex's Investment Philosophy and Portfolio Allocation
18:00 Psychology of being down 60% + adopting a longer-term outlook
24:46 Breaking down Netflix and Growth Problems
29:58 Netflix's original content model may cause problems
32:06 Breaking down the Elon Musk and Twitter Charade
37:01 What's going wrong internally at Twitter from a Product standpoint
40:51 Exploring 2 Undervalued Stock Opportunities: Five Below and Ollies