Analyst, stock-picker and investor at The Motley Fool. Doing my little part to help make the world smarter, happier, and richer.
D.C. Area
Joined September 2011
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I love the classic ABC scene from Glengarry Glen Ross: Always Be Closing. I might like this better. At least for investing. At the #Berkshire AM, Greg Abel said "We hate the ABCs of business. Arrogance, Bureaucracy, Complacency." A good start for the new $BRK.B team.
Very much enjoyed returning to @MotleyFoolMoney to unpack investing during market downturns, energy's cost impact, and the status of the AI trade. And @TravisHoium then tests @louwhiteman and me on our market history. See how you do by playing along. fool.com/podcasts/motley-foo…
Very insightful thoughts from @ReneSellmann on the non-homogenous software market. And importantly how as investors we can frame-up the analysis as we are digging into the structural impacts both positive and negative on companies. Thanks Rene!
Looking for deeper insights on what drives Jensen Huang of Nvidia? I learned a ton in a fun convo with author @stephenwitt. Stephen lays out why Jensen can’t quit anytime soon and how $NVDA separates from the pack. Find our @themotleyfool chat here: fool.com/podcasts/motley-foo…
In a historic week in investing (for the wrong reasons), it was an incredible opportunity to chat with @LizAnnSonders for our Fool Market Playbook event. We clipped part of our conversation for our @MotleyFoolMoney show: fool.com/podcasts/motley-foo…. (20 min mark) Thank you Liz Ann!
I’m diggin’ the blue highlights of the can. And the taste for a non alcoholic is dang close to a full-leaded Guinness. As a fan and long-term $DEO shareowner, well done @GuinnessIreland @DiageoIreland
Great chart from @LizAnnSonders. Assuming most of those above the 200 MDA are in larger cap tech. More evidence that we're seeing the concentration of returns/excitement there this year.
Nice to hear a more balanced perspective, if not contrarian, to markets/stocks from Jim Paulsen @LeutholdGroup on @BloombergRadio this morning. Cash is earning more but there could be unexpected upside to stocks in a market that is not the same as the Volcker ‘80s.
S&P ‘22 op EPS estimates at $238 puts the multiple at a 15.6x multiple. VIX above 30. Attractive but still not to the point to start dropping cash positions < 10%. Especially with yields on cash worth something for the first time in a decade.
There are about 35 companies that generate > $100B in revenues per year. It won't be long until Apple crosses that mark in annual free cash flow. Real free cash flow. $AAPL
Brilliant leadership from Lego as it strives to make all its bricks more green, and I don’t mean the color. From the @FT
on.ft.com/2STAemK
“Investors hate uncertainty” is right up there with “buy low sell high” in useless advice for stock investors. That near-term uncertainty can be our long-term friend with the right approach and mind set. Namely patient, high-quality business investing.
LT Treasuries took it hard on the chin in Q1 taking growth stocks down with them. If I had to bet on which one outperforms over the next 5 years I’m putting my chips on stocks — but also demanding the returns for the volatility. Thanks @FT for the graphic.
Square’s Bitcoin investment got a lot of attention but it’s CashApp is killing it. Talking that plus AirBnB’s come back and Etsy’s booming growth ex-masks. $SQ $ETSY $ABNB @MotleyFoolMoney with @TMFChrisHill @rongross144 fool.com/podcasts/motley-foo…
Pinterest biz model catching up to its product quality. Q4 Revs +76% w/ 145% in Intl. Rev per user a bit slower +29% with 37% more users joining during the quarter. Ad innovations and shopping driving the results. Very good quarter from a very good company. $PINS
Amazon news getting well-deserved attention but can't overlook Alphabet's Cloud growth of 47% to go along with impressive 46% growth at YouTube. YT now 15% of Google's ad biz. Talking this and more with @TMFChrisHill on @MarketFoolery $AMZN $GOOGL fool.com/podcasts/marketfool…
When they make ordering so convenient it's no wonder Chipotle digital sales exploded this year. But 174% and accelerating? Impressive. Now half of all sales. Huge investments paying off at $CMG ir.chipotle.com/2021-02-02-C…
Pinterest reported one of the best quarters this season with more to come in Q4 as its auto bidding, shopping initiatives are paying off. Chatting $PINS, $SHOP, $MSFT, $SBUX on @MotleyFoolMoney with @TMFChrisHill @rongross144 @TMFJMo fool.com/podcasts/motley-foo…
This might encourage me to put on a mask to go to my local beer market. And if tastes any decent with lower calories could be a nice win for $DEO. Diageo introduces an alcohol-free, low-calorie Guinness
on.mktw.net/35jdUVG
Netflix had a boomin' quarter in Asia that contributed nearly half its total paid member adds, w/ APAC revs +66%. But still makes 2/3 per member there than in US. Lots of potential but "We still have much work to do" as they wrote in the Q3 letter. $NFLX