I migliori The Stock Jocks podcast (2024)

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UIPath: Generative AI Loser or Ultimate Winner? 49:59

9d ago49:59

49:59

Send us a text In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the …

1
Episode 12: $META: Giving the World an AI Enema 59:08

28d ago59:08

59:08

Send us a text In Episode 12 (recorded November 17, 2024), The Stock Jocks give their bull/bear treatment to $META, the company formerly known as Facebook. Gordon does the Bull dance and extols the virtues of “Fonzi Zuck”, George takes the role of “negative nancy” (Bear), and Bruce hosts. In the news segment, the Jocks discuss the market implicatio…

1
Episode 11: Where Are They Now? Looking Back on Our “Tips” 58:52

2M ago58:52

58:52

Send us a text The Stock Jocks look back on the stocks featured in their first 10 episodes ($SMCI, $NET, $DOCN, $LULU, $RBRK, $NTNX, $SHOP, $ON, $CRWD, $TWLO). To the shock of all, Gordon takes the first Just the Tips stock-picking crown based on his prescient insight that $SMCI is trash.Di The Stock Jocks

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Episode 10: $TWLO (Twilio): Catch a Falling Knife??? 1:20:18

2M ago1:20:18

1:20:18

Send us a text The Stock Jocks give their bull/bear treatment to cloud communications specialist (and beleaguered stock) Twilio ($TWLO), with Gordon hosting once again, George donning the bull horns, and Bruce playing the bear. In our news segment, we hit a number of topics, including the implications of the coming election, ASML's premature (and d…

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Episode 9: $CRWD: Flipping the Bird (Crowdstrike) 1:37:20

3M ago1:37:20

1:37:20

Send us a text In Episode 9 (recorded September 12, 2024), the Stock Jocks give their bull/bear treatment to security powerhouse Crowdstrike ($CRWD), purveyor of the Falcon platform (hence the episode title, “Flipping the Bird”. So clever and on-brand!) We begin with a heartfelt apology from Gordon on behalf of the team for the month-long delay in …

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Episode 8: $ON is giving us an Onsemi 1:12:41

4M ago1:12:41

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…

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Episode 7: Shopify ($SHOP) Till You Drop 1:29:18

6M ago1:29:18

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 …

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Episode 6: Bustin´a Nut(anix) -- $NTNX 1:07:09

6M ago1:07:09

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…

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Episode 5: $RBRK: Crossing the Rubrik-on 1:48:26

7M ago1:48:26

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…

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Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants! 1:26:29

8M ago1:26:29

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…

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Cake by the (Digital) Ocean ($DOCN) 1:08:16

9M ago1:08:16

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…

1
Episode 2: Cloudflare – Nothing but $NET! 1:14:18

9M ago1:14:18

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-…

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Super Duper Micro (SMCI) 1:20:52

10M ago1:20:52

1:20:52

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 …

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Podcast di The Stock Jocks

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1
Just the Tips (by the Stock Jocks)

The Stock Jocks

1
UIPath: Generative AI Loser or Ultimate Winner? 49:59

1
Episode 12: $META: Giving the World an AI Enema 59:08

1
Episode 11: Where Are They Now? Looking Back on Our “Tips” 58:52

1
Episode 10: $TWLO (Twilio): Catch a Falling Knife??? 1:20:18

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Episode 9: $CRWD: Flipping the Bird (Crowdstrike) 1:37:20

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Episode 8: $ON is giving us an Onsemi 1:12:41

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Episode 7: Shopify ($SHOP) Till You Drop 1:29:18

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Episode 6: Bustin´a Nut(anix) -- $NTNX 1:07:09

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Episode 5: $RBRK: Crossing the Rubrik-on 1:48:26

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Episode 4: Is $LULU a "Lemon", or a "Peach"? Deep Dive into the Master of Yoga Pants! 1:26:29

1
Cake by the (Digital) Ocean ($DOCN) 1:08:16

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Episode 2: Cloudflare – Nothing but $NET! 1:14:18

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Super Duper Micro (SMCI) 1:20:52

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