Ticker Take

Jon Erlichman
  • 5.0 (1)
  • INVESTING
  • UPDATED WEEKLY

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

  1. 1D AGO

    4 Mispriced Stocks

    What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 What are "mispriced" stocks? 0:49 Why macro trends helps identify stock opportunities. 2:12 How to find good stocks that match those trends. 3:36 Stock 1 - Toll Brothers (TOL) 5:07 Stock 2 - Lennar (LEN) 6:06 Stock 3 - Microsoft (MSFT) 7:43 Stock 4 - Netflix (NFLX) Our thanks to Liz Miller for joining us on Ticker Take! You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min

  2. APR 30

    5 Software Stocks AI Can't Replace

    Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 What's happening to software stocks in AI era? 0:49 Why "plumbing" companies will win in software. 2:10 How to pick a winning software stock. 5:02 Stock 1 - Palo Alto Networks (PANW) 7:09 Stock 2 - CrowdStrike (CRWD) 8:54 Stock 3 - Datadog (DDOG) 11:30 Stock 4 - Rubrik (RBRK) 14:22 Stock 5 - Cloudflare (NET) Our thanks to Fatima Boolani for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min

  3. APR 23

    Bruised but built to last: 12 stocks to own

    When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Investor reality: stocks get bruised. 1:00 Why you should target "built to last" businesses. 1:55 How to pick a stock that is built to last? 4:01 Stock 1 - Applovin (APP) 5:19 Stock 2 -Carvana (CVNA) 6:55 Stock 3 - Robinhood (HOOD) 7:53 Stock 4 - MongoDB (MDB) 8:44 Stock 5 - Microsoft (MSFT) 9:47 Stock 6 - Oracle (ORCL) 10:47 Stock 7 - Palo Alto Networks (PANW) 11:31 Stock 8 - Palantir (PLTR) 12:30 Stock 9 - S&P Global (SPGI) 13:27 Stock 10 - Spotify (SPOT) 14:21 Stock 11 - Uber (UBER) 15:35 Stock 12 - Visa (VISA) Our thanks to Thomas Martin for joining us on Ticker Take! Learn more about Thomas here: https://www.globalt.com/thomas-martin If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

    18 min

  4. APR 16

    The High 5 Stocks

    Brian Belski of Humilis Investment Strategies explained his playbook for finding winners and shared 5 high quality picks for long-term investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 The high five stocks! 0:45 Brian explains his investing approach. 1:52 How Brian finds the perfect stocks for his portfolios. 2:50 Stock 1 - Costco (COST) 3:30 Stock 2 - Alphabet (GOOG) 4:27 Stock 3 - Netflix (NFLX) 5:15 Stock 4 - Aritzia (ATZ) 6:05 Stock 5 - Alimentation Couche-Tard (ATD) Our thanks to Brian Belski for joining us on Ticker Take! Learn more about Brian and Humilis here: https://humilisinv.com/team/ If you’re just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● X: https://x.com/JonErlichman ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website: https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I’ve had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min

  5. APR 9

    Get Paid to Wait with these 8 Stocks

    Investors are often told to be patient and wait for the right price. But there's a way to get paid while you wait. Value investor Chris Thom generates income on stocks he likes using options. In this episode of Ticker Take, he explained how it works and highlighted 8 stocks that are part of his strategy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How to make money using options. 1:09 Is this strategy too good to be true? 1:35 How to pick a value stock for an options strategy. 2:19 Stock 1 - Cameco (CCO) 3:19 Stock 2 - Costco (COST) 4:02 Stock 3 - Dollarama (DOL)) 4:35 Stock 4 - General Motors (GM) 5:30 Stock 5 - Microsoft (MSFT) 6:46 Stock 6 - Pet Valu (PET) 7:31 Stock 7 - Progressive (PGR) 8:13 Stock 8 - Uber (UBER) - presented by special guest, Chris' son Monty! Our thanks to Chris Thom for joining us on Ticker Take! Learn more about Chris here: https://moatfinancial.ca/chris-thom Our thanks as well to Chris' son Monty for making a special apperance! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #options Learn more about your ad choices. Visit megaphone.fm/adchoices

    11 min

  6. APR 2

    6 Value Stocks to Watch

    Some of the smartest investors take a different view. A contrarian view. Colin Stewart is one of them. He sees opportunity in six misunderstood stocks, focusing on high-quality companies with high barriers to entry, predictable cash flows, and long-term upside. In particular, he's tracking defense and aerospace, where rising global spending creates multi-year tailwinds, and software companies hit by AI concerns that may now trade below intrinsic value. As always, this is not financial advice. Chapters: 0:00 Intro 0:27 The basics of contrarian investing. 0:54 Why value investing can outperform growth investing. 2:08 How to pick a value stock. 3:24 Stock 1 - Magellan Aerospace (MAL) 4:39 Stock 2 - Telesat (TSAT) 5:54 Stock 3 - StandardAero (SARO) 7:06 Stock 4 - Altus (AIF) 8:45 Stock 5 - Kinaxis (KXS) 10:14 - Thomson Reuters (TRI) Our thanks to Colin Stewart for joining us on Ticker Take! Learn more about Colin here: https://www.jcclark.com/team-members/colin-stewart/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

    13 min

  7. MAR 31

    The 4 Core AI Stocks Every Investor Should Own

    AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice. Chapters: 0:00 Intro 0:35 Did the AI trade become complicated? 0:49 Why Hatem believes you should own the 4 core AI stocks. 1:30 How Hatem picked the 4 core AI stocks. 5:40 Core AI stock 1 - Nvidia (NVDA) 7:53 Core AI stock 2 - Micron Technology (MU) 9:40 Core AI stock 3 - Amphenol (APH) 10:48 Core AI stock 4 - GE Vernova (GEV) 12:31 Bonus pick - Netflix (NFLX) Our thanks to Hatem Dhiab for joining us on Ticker Take! Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min

  8. MAR 26

    13 century-old stocks riding the AI boom

    Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 What's old is new again! 0:49 Why Steve invests in old companies benefiting from AI. 1:30 How does he pick these stocks? 2:49 Stock 1 - GE Vernova (GEV) 3:41 Stock 2 - Constellation Energy (CEG) 4:25 Stock 3 - Freeport-McMoRan (FCX) 5:42 Stock 4 - Caterpillar (CAT) 6:46 Stock 5 - Eaton (ETN) 7:36 Stock 6 - AECOM (ACM) 8:34 Stock 7 - Vertiv (VRT) 9:30 Stock 8 - Schneider Electric (SU) 10:34 Stock 9 - Honeywell (HON) 12:04 Stock 10 - Siemens (SIE) 12:42 Stock 11 - JPMorgan Chase (JPM) 13:32 Stock 12 - Eli Lilly (LLY) 15:04 Stock 13 - Johnson & Johnson (JNJ) Our thanks to Steve Rowles for joining us on Ticker Take! Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

    17 min
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About

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Information

  • Creator
    Jon Erlichman
  • Years Active
    2025 - 2026
  • Episodes
    93
  • Rating
    Clean
  • Copyright
    © Jon Erlichman

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