The Closingbell Show

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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!

2022. 09. 13.

Job Market, GDP & Second Hand Car Market | Episode 8 with Joseph Politano

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. -- 📌 Joseph's Substack https://www.apricitas.io/ 📌 Joseph's Twitter: twitter.com/JosephPolitano -- 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. -- 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

37분
2022. 09. 02.

Over The Counter Pharma Dominator - Haleon | Episode 7 with Vince Martin

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. -- 📌 Overlooked Alpha https://www.overlookedalpha.com/ 📌 Vince's Twitter: https://twitter.com/okieinvestor -- 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

33분
2022. 08. 26.

Sony and Samsonite Stock Breakdown with Michael Fritzel (Asian Century Stocks) | Episode 6

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. -- 📌 Asian Century Stocks Substack: https://www.asiancenturystocks.com/ 📌 Michael's Twitter: https://twitter.com/fritz844?s=11&t=M... -- 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?

38분
2022. 08. 19.

PAYPAL VS THE WORLD with Brad Freeman (Stock Market Nerd) | Episode 5

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. -- 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." -- 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

46분
2022. 08. 01.

Will Meta OWN The Metaverse? with Rihard Jarc | Episode 4

If you are enjoying this content be sure to check out our weekly newsletter at https://gems.closingbell.co/ -- This is a clip from the full Closingbell Show episode with Rihard Jarc (https://twitter.com/RihardJarc) of uncoveralpha.substack.com. -- 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

45분
2022. 07. 25.

China's Current Economy and Exciting Stocks with Ayesha Tariq | Episode 3

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. -- 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

35분
2022. 06. 28.

Opendoor Will Thrive in a Housing Market Crash with Tyler Okland | Episode 2

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 ►► FIND US ON SOCIAL Twitter: https://twitter.com/ClosingbellCo TikTok: https://www.tiktok.com/ClosingbellCoWeb: https://closingbell.co

41분
2022. 06. 15.

Investing In A Downturn with Alex Morris (TSOH) | Episode 1

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

46분

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The Closingbell Show
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2022년
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8
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The Closingbell Show

The Closingbell Show

에피소드

Job Market, GDP & Second Hand Car Market | Episode 8 with Joseph Politano

Over The Counter Pharma Dominator - Haleon | Episode 7 with Vince Martin

Sony and Samsonite Stock Breakdown with Michael Fritzel (Asian Century Stocks) | Episode 6

PAYPAL VS THE WORLD with Brad Freeman (Stock Market Nerd) | Episode 5

Will Meta OWN The Metaverse? with Rihard Jarc | Episode 4

China's Current Economy and Exciting Stocks with Ayesha Tariq | Episode 3

Opendoor Will Thrive in a Housing Market Crash with Tyler Okland | Episode 2

Investing In A Downturn with Alex Morris (TSOH) | Episode 1

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