))
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice." Laugh. Love. Trade. Win!
…
continue reading
1
Episode 8: $ON is giving us an Onsemi
1:12:41
1:12:41
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:12:41
Send us a text In Episode 8 (recorded August 11, 2024), the Stock Jocks give their bull/bear treatment power semiconductor specialist Onsemi ($ON). Bull Gordon gets into a virtual “sword fight” with co-host George, who puts on his bear suit (very much unlike the one he dons in his basement on the weekends.) We of course also recap $SMCI earnings an…
…
continue reading
1
Episode 7: Shopify ($SHOP) Till You Drop
1:29:18
1:29:18
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:29:18
Send us a text In Episode 7 (recorded June 28, 2024), the Stock Jocks give their bull/bear treatment to e-commerce specialist Shopify ($SHOP). Bull George (a proud owner of $SHOP) shameless “talks his book” and tries to convince us the put some $SHOP shares in the basket (or we get the hose again!). Conversely, Bear Bruce makes the case Shopify is …
…
continue reading
1
Episode 6: Bustin´a Nut(anix) -- $NTNX
1:07:09
1:07:09
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:07:09
Send us a text In a blissfully more succinct Episode 6 (recorded June 16, 2024), the Stock Jocks give their customary bull/bear treatment to hypeconverged infrastructure specialist Nutanix ($NTNX), which, turns out, is not a breakfast cereal and is instead, per Bear Gordon, “a shitty on-premise box company.” Highlights: (1:50) Gordon´s budding feud…
…
continue reading
1
Episode 5: $RBRK: Crossing the Rubrik-on
1:48:26
1:48:26
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:48:26
Send us a text In Episode 5 (recorded May 19, 2024), the Stock Jocks give their customary bull/bear treatment to recent IPO and data security specialist Rubrik ($RBRK). Bruce takes his turn as moderator as Gordon makes the case that the stock is just too cheap on the likely 30%+ growth, even accounting for a cash burn not entirely unlike Gordon’s o…
…
continue reading
1
Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants!
1:26:29
1:26:29
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:26:29
Send us a text In Episode 4 (recorded 4/21/2024), we address a topic that is near and dear to Gordon’s heart: the master of yoga pants, Lululemon Athletica ($LULU). As per our usual format, we give $LULU the bull/bear treatment, with Georgie (he started calling himself that - waiting for him to show up to the Pod with a diaper and bonnet…) tries to…
…
continue reading
1
Cake by the (Digital) Ocean ($DOCN)
1:08:16
1:08:16
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:08:16
Send us a text In our third episode, we take a walk on the “small cap” side and debate the “bull” vs “bear” side of DigitalOcean ($DOCN), which currently sits squarely in the “IPO Class of 2021” bargain bin. Should DigitalOcean be thrown back (next to Leprechaun 2, which besmirched the legacy of Jennifer Aniston’s Hollywood debut) or seize it furti…
…
continue reading
1
Episode 2: Cloudflare – Nothing but $NET!
1:14:18
1:14:18
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:14:18
Send us a text In our second episode, the Stock Jocks, George, Bruce and Gordon take a fresh look at Cloudflare, starting around (19:48). Recording date: March 17, 2024 (St. Patty’s day!) In the news: (2:00) $SMCI: Goldman no likely, Gordon straps on some puts, and the WSJ Comment Section as a research tool (5:59) Revisiting $PANW, management sh!t-…
…
continue reading
Send us a text In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case …
…
continue reading
