Opening Disclosure — Long-time readers should note some significant changes in how I communicate in the public domain. The primary purpose of this forum is now to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses.
Accordingly, this document should not be construed as an endorsement or recommendation of the companies or securities discussed herein. I am not an investment advisor and this is not an investment thesis. It is merely one part of the story, which I present for debate in hopes of determining all risks and upside potential. The disclosure at the end of this piece is critical to understanding the content and context of this document. Further, I frequently trade my positions and may buy, sell, or short the securities mentioned herein at any time, regardless of the facts or perceived implications of this article.
More Research:
- The Quick Investor’s Guide To SMSI
- Tracking Sprint’s Safe & Found Roll-Out On Twitter
- Videocast: AEHR 10-Q, MoviePass Update
- Does SMSI Stand For “Smart Money Speeding In”?
- MoviePass Projected To Burn $600M In 2018
- Sprint Finally Rolling Out SMSI’s Safe & Found Nationwide!
- AEHR Grows 175% — Beats On The Top & Bottom Line (Buying More)
- SMSI 10-Q Released — Strategies For Trading The Stock
- Lose 33% In 9 Months To Make 1,000% In 15?
- GAIA vs. MoviePass: CAC Shows Which One Is A True Mini-NFLX
- Buying SMSI — Today Is The Day I’ve Been Waiting For!
- SMSI: Riding A New Trend & Making Its Latest Comeback
- Mark Gomes Research
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The primary purpose of this blog/forum is to attract new contacts with professional industry expertise to share research and receive feedback (confirmation / refutation) regarding my investment theses.
Catch y’all at 4:00 !
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Good video. Since you frequently use iwm as a benchmark or hedge, do you have an opinion on the relative merits of IJR, the sp600 index? Ploutus on SA wrote an interesting article recently on the difference in the two .
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I actually like IWC also, since it closely mirrors my style (microcaps). Remember, I am only trying to hedge against market risk, not necessarily make a market call.
The latter is much more challenging. We are all better off finding shorts then guessing when the economy will go south.
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Hi Mark, coulnd’t post this question during live Q&A because of time difference here. My question was, if you want to reply anyway, which one is the most undervalued stock between those you are following at the date ?
Nice job anyway !
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Ask on the next live. The answer is MUCH more involved (and educational) than you might imagine, which makes it a fantastic question 👍🏼
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4 pm it’s too late for my time.. Can’t follow live.
I know you are using your own model like Cap Structure and Potential, that’s why I am asking which one has the biggest gap between your valuation and current value. Trying to follow the maths ! 🙂
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And I’m STILL telling you that the answer is EVEN MORE involved in that. What’s the latest that works for your time? And where are you?
I’m trying to see what time works best for the most people.
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I’m in Europe my friend. 8pm my time COULD work (not always, unfortunately !)
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Not a night owl, I see! I spent two months in Europe every summer and love the time change.
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Family time my friend… money it’s not all
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Too true! 😇
Maybe I’ll do a lunchtime Live. What time is 1PM New York time for you? That could attract NY and Chicago lunchtimers
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it’s 7PM my time (NY is -6 hrs) ! Btw I don’t like that Jetlag, was too heavy when I use to come there on biz trip in ny! 🙂
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