The Three Stages Of A Winning Small Cap Investment

This is an excerpt of an older post, but worthy of a separate / more current post... After a careful screening process, I only choose stocks that I believe will reward investors for navigating its three major investment cycles, which I define as 1) Great Find, 2) Wait Time, and 3) Gold Mine. A “Great … Continue reading The Three Stages Of A Winning Small Cap Investment

Stock Talk LIVE — Replay & Slides

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this … Continue reading Stock Talk LIVE — Replay & Slides

TPCS Earnings Transcript

TPCS' transcript is out. Notes below. After a COVID-impaired quarter the September quarter has started with $4M in July orders. Management guided to revenues and EPS increases for the rest of the year (along with the goal of obtaining 10+ years of recurring full-capacity business). Transcript quotes (from CEO Alex Shen unless otherwise noted): “Through … Continue reading TPCS Earnings Transcript

Wall Street Veteran Shares A Top Idea

John Cormier is a 30 year veteran of Wall Street (ex-Goldman, Wharton-trained, investment banker, with specific expertise in stock valuation and M&A). During his career, he worked on over $70 billion worth of deals. He also has experience as a CEO and public company CFO with IPO experience. He recently presented one of his top … Continue reading Wall Street Veteran Shares A Top Idea

Managing Risk & Getting My “Picks”

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this … Continue reading Managing Risk & Getting My “Picks”

Quick Update

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this … Continue reading Quick Update

SMSI: Yet Another Great Quarter

As always, be sure to read my disclosures / disclaimers below. Cheers! I'm having a busy week, so just a quick note here. Wednesday, Smith Micro (SMSI) reported its third great quarter in a row. Revenue and earnings easily beat the Street (and my) expectations. I posted two videos to discuss 1) the results and … Continue reading SMSI: Yet Another Great Quarter

Longs AND Shorts Are Working! New Picks LIVE on YouTube Thurs @ 12:30PM!

As always, be sure to read my disclosures / disclaimers below. Cheers! LIVE YouTube Briefing THURSDAY @ 12:30PM ET ! Those who follow Hedgeye, know that the U.S. economy is expected to be in "Quad 3" for most of 2019. In plain English, that means SLOWING GDP growth and ACCELERATING inflation. That's an improvement over … Continue reading Longs AND Shorts Are Working! New Picks LIVE on YouTube Thurs @ 12:30PM!

New $SMSI Info, New Trades, & Using Hedgeye To Manage Risk

As always, be sure to read my disclosures / disclaimers below!   I just did a quick (and unannounced) LIVE YouTube video to discuss "New SMSI Info, Two Trades, & Managing Risk w/Hedgeye". Check out the video for the new SMSI info. As for the trades, I've added SOLO to my "1% Portfolio" as a … Continue reading New $SMSI Info, New Trades, & Using Hedgeye To Manage Risk

Smith Micro (SMSI) Explodes! #PatiencePays

As always, be sure to read my disclosures / disclaimers below!   It's been a long time since I've actually written a post. For better or worse, YouTube has proven much more time effective for sharing my picks, research, and lessons (which is enabling me to focus on finding new winners). For those of you who … Continue reading Smith Micro (SMSI) Explodes! #PatiencePays

Was I Wrong About Marin?

As always, be sure to read my disclosures / disclaimers below!   As usual, this will be a recap AND a lesson in proper investing. Let's jump right in... First, I'd like to thank those of you who expressed support for my research efforts on Friday. It's much nicer to have a few thousand people … Continue reading Was I Wrong About Marin?

USAT Collapses — Full Analysis (& Why I have Favored USATP)

As always, be sure to read my disclosures / disclaimers below!   Whew... I've gone LIVE on YouTube three times in the past 24-hours. Yesterday's 12:30 LIVE was a scheduled event to discuss SMSI, MRIN, GOOG, USAT, GAIA, TPCS, NBEV, TLRY, CGC, APHA, and HMMJ. If you missed the live broadcast, you can see the entire … Continue reading USAT Collapses — Full Analysis (& Why I have Favored USATP)

Negative On NBEV

As always, be sure to read my disclosures / disclaimers below. Cheers!   Recap of Today's LIVE YouTube Briefing I went LIVE on YouTube today to discuss SMSI, MRIN, GOOG, USAT, GAIA, TPCS, NBEV, TLRY, CGC, APHA, and HMMJ. If you missed the live broadcast, you can see the entire replay here.   Negative on NBEV … Continue reading Negative On NBEV

Long HMMJ, Short NBEV, & Many More Stocks… LIVE on YouTube @ 12:30PM !

If you've missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos. You can see the first one here (discuss MRIN in greater depth at the 28 minute mark) and the latest one here (I discuss MRIN … Continue reading Long HMMJ, Short NBEV, & Many More Stocks… LIVE on YouTube @ 12:30PM !

Weekend Video & Invite To My Next LIVE YouTube Event

If you've missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos. You can see the first one here (discuss MRIN in greater depth at the 28 minute mark) and the latest one here (I discuss MRIN … Continue reading Weekend Video & Invite To My Next LIVE YouTube Event

Simple Lessons & Tips To Make Millions

If you've missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos. You can see the first one here (MRIN is discussed at the 28 minute mark), the next one here (MRIN is discussed at the … Continue reading Simple Lessons & Tips To Make Millions

Sometimes A Chart Tells You Something

If you've missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos. You can see the first one here (MRIN is discussed at the 28 minute mark), the next one here (MRIN is discussed at the … Continue reading Sometimes A Chart Tells You Something

100% Q&A LIVE on YouTube! — Tuesday @ 12:30PM ET

If you've missed my Live broadcasts on Marin Software (MRIN), be sure to check them out before sending questions my way. Most of the most common questions have been answered (often more than once) in the videos. You can see the first one here (discuss MRIN in greater depth at the 28 minute mark) and the latest one here (I discuss MRIN … Continue reading 100% Q&A LIVE on YouTube! — Tuesday @ 12:30PM ET

This Week: I’m Buying Low & Selling High

If you missed my last two Live broadcasts, be sure to check it out here (I discussed MRIN in greater depth at the 28 minute mark) and here for the latest one from TODAY (where I discussed MRIN in greater depth at the 15 minute mark)... and as always, be sure to read my disclosures / … Continue reading This Week: I’m Buying Low & Selling High

Top Picks for 2019

On Christmas Eve, I said: "Just a quick update... at the end of today's action, my trading bias became more bullish on a number of stocks and the market in general. The second part of that is something relatively new. I've been negative / cautious on the market since September. Selling, shorting, and hedging has … Continue reading Top Picks for 2019