Friday, November 22, 2024

Nice Quarter, Guys! – The Irrelevant Investor


14,000 views for a brand new present in simply over twelve hours. It seems that there are lots of people who’re enthusiastic about this type of sober, considerate evaluation.

The format of monetary tv doesn’t permit for such a present. We now have the posh of not having to fret about industrial breaks or knee-jerk reactions that may be stale thirty minutes later. We let the market digest the information earlier than reporting on it.

The primary episode of “Nice Quarter, Guys” was all about large tech. Alex Kantrowitz, Dan Ives, Josh and I did ten minutes every on Apple, Amazon, Alphabet, Meta, Microsoft, and Tesla.

The pilot episode went about in addition to it might have, however we’re excited for future reveals to get even higher as we do extra of what works and fewer of what doesn’t.

I can see this increasing into fintech (Sq., Robinhood, Coinbase) and media (Netflix, Disney, Paramount) and different of probably the most carefully watched industries.

Thanks for watching!

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