Which Beaten Down Stocks Are Worth a Closer Look?
The episode examines why the U.S. equity market can post a 15% gain while a sizable slice of individual stocks languish in double‑digit losses. Host Duncan and guests dissect the recent sell‑off in the so‑called MAG7 mega‑caps—Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia and Tesla—showing they are down roughly 14% year‑to‑date, pulling the cap‑weighted S&P 500 lower even as the equal‑weighted index remains flat. Data points reveal that about one‑third of Russell‑3000 constituents have fallen at least 10%, with 20% down 20% or more, and even household names like Adobe, Salesforce, KKR and Robinhood suffering 50‑80% drops. By contrast, energy, materials, utilities and consumer staples have posted strong gains, offsetting the tech and financial sector weakness and keeping the broader market in positive territory. The hosts highlight specific beaten‑down names—software giants (Adobe, Salesforce), private‑equity firms (KKR, Apollo), credit‑card issuers (Capital One, Visa) and fintech players (Robinhood, Coinbase, Block)—and suggest that only a few, notably Meta and Microsoft, offer a high‑probability long‑term play. They argue that buying these quality stocks at deep discounts and holding for years could yield outsized returns, despite ongoing regulatory and macro‑economic headwinds. For investors, the discussion underscores the importance of looking beyond headline indices to identify undervalued opportunities. Sector rotation and the resilience of hard‑asset stocks provide a buffer, but the concentration risk in mega‑caps means diversification and patience are key to capitalizing on the market’s hidden value pockets.
Returns Remain Strong as Market Volatility Creates Entry Points
The episode centers on how heightened market volatility—spurred by geopolitical tensions and fluctuating oil prices—creates fresh entry points for investors. Eric F. and Sam Ples discuss the current macro backdrop, noting that every rise above $100 a barrel in crude...
Women’s Wednesday: From FD to Equity | Smart MF Strategies Decoded | The Money Show | ET Now
The Money Show’s Women’s Wednesday episode tackled common investor questions, guiding listeners on moving money from fixed deposits to equities. Experts detailed how to balance large‑cap, mid‑cap, and small‑cap holdings, and clarified the differences between systematic withdrawal plans and dividend...
John Feneck: Massive Upside in Tungsten, 'Buckle Up' For Silver & $6000 Gold
John Feneck, CEO of FC Consulting, returned to Palisades Gold Radio to reiterate his bullish stance on defense metals, especially tungsten, antimony, and rare earths. He argues that China’s 81% control of tungsten production makes the market highly opaque and...
Wealthy & Wise: Investing when Inflation Is Rising
The episode of Wealthy & Wise examined how rising inflation reshapes investment decisions, especially through a value‑investing lens. Host and guests highlighted that Australia’s trimmed‑mean inflation sits at 3.3% and headline at 3.6%, well above the RBA’s 2.5% target, and...
This One Filing Can Tell You When to Buy or Sell Stocks
The conversation spotlights the proxy statement – the often‑overlooked SEC filing that arrives each April for companies with a December fiscal year. Host Dan and proxy‑season specialist Michelle Letter argue that individual investors should treat this document as a quarterly...
Where Will Regeneron Stock Be in 5 Years?
The Motley Fool Scoreboard episode focused on Regeneron Pharmaceuticals (REGN), assigning the company an overall rating of 7.8 out of 10 and projecting modest upside over the next five years. Analysts Keith Speights and Karl Thiel evaluated the business, management,...
Why You Never Sell New Highs
The video centers on a portfolio manager’s steadfast policy: never sell energy stocks when they reach new highs. He stresses that clients rarely request profit‑taking, reinforcing his belief that exposure should remain at least index‑weight, typically 4‑5% of a portfolio,...
Big Tech Selloff May Signal Turning Point | Bloomberg Tech 3/30/2026
Bloomberg Tech’s March 30 broadcast examined the recent sell‑off in large‑cap technology stocks, linking it to Federal Reserve Chair Jay Powell’s recent remarks, rising energy prices and heightened geopolitical risk in the Middle East. Analysts noted the Fed’s admission that supply‑side...
Presentation Replay: Revival Gold Inc., A Unique Opportunity in Gold | Pre-PDAC 2026
Revival Gold used its PDAC 2026 presentation to unveil a growth‑focused gold platform anchored by roughly six million ounces of proven resources and a clear path to near‑term production. The company highlighted two brownfield projects in the western United States—Mercur...
TSLA to $10T? Tyler Herriage's Mega Bull Cases in TSLA, NVDA & Gold
The video features Tyler Herriage of Vertical Research Advisory outlining his mega‑bull cases for Tesla, Nvidia and gold miners amid a headline‑driven market sell‑off. He argues that the recent 10% pullback across major indices is a temporary reaction to oil‑price...
A Major Copper Mine Just Changed Hands in America | Hudbay X Arizona Sonoran
The video explains Hudbay Minerals’ $600 million acquisition of Arizona Sonoran Copper, bringing the Cactus open‑pit project into its Arizona portfolio and reinforcing the United States’ push for domestic critical‑mineral production. The deal, announced after a brief period of ownership...
Coppernico Metals Presentation Replay: Building a Large-Scale Skarn Opportunity | Pre-PDAC 2026
Coppernico Metals presented its large‑scale skarn exploration program in southern Peru, arguing that the ten‑fold rise in copper prices and a decade‑long discovery deficit create a perfect market backdrop for a new world‑class deposit. The company highlights surface trench assays of...
6x Earnings. 10x Potential. | Harris Kupperman on the Inflections Wall Street Misses
The conversation centers on Harris Kupperman’s “inflection investing” thesis, arguing that the U.S. market is wildly overvalued as excess savings have inflated prices, while Wall Street remains blind to longer‑term structural shifts. Kupperman explains his top‑down, macro‑driven approach: identify political or...
Gaming Realms CEO on Record 2025, 2026 Growth Outlook
Gaming Realms CEO Mark Segal outlined a record 2025 with 10% revenue growth, 15% EBITDA increase and £17.8 million cash, emphasizing licensing as the primary profit engine. He highlighted the Slingo IP’s breakout launch and expansion into US lottery scratch cards...
AMAG AUSTRIA METALL AG – Investor Update 2026 – AUSTRIAN STOCK TALK | English 🇬🇧
AMAG Austria Metall AG used its 2026 investor update to recap a turbulent 2025 and outline a more optimistic outlook. Despite volatile alumina and aluminum price swings and the introduction of 25% then 50% U.S. tariffs, the company held its...
Vietnam Holding: Still More Upside in Vietnam Yet
Vietnam Holding reported a strong first‑half performance, with net asset value up 10.8% and its London‑listed shares gaining 12.6%. In an interview, Dynam Capital chairman Craig Martin attributed the gains to a blend of Vietnam’s robust macro environment—driven by modernization,...
Theravance's Strategic Review with Andy Summers $TBPH
Theravance Biopharma (TBPH) entered a strategic review after its sole pipeline candidate failed a pivotal Phase‑III trial, prompting a sharp stock drop from the low $20s to $13‑$14. The company, a single‑product pharma spun out a decade ago, relies on...
Can Spotify Become The Next Tech Titan?
The Intrinsic Value Podcast asks whether Spotify can graduate from a beloved consumer app to a true tech titan. After years of operating at a loss, the streaming giant finally sees margins inching positive, prompting analysts to reassess its...
NVDA "Setting the Pace of the Industry" #shorts
The video highlights Nvidia’s strategy of building an expansive ecosystem that includes the world’s largest OEMs, memory manufacturers, hyperscale cloud providers, and emerging optical‑technology firms. By aligning hardware, software, platforms and infrastructure, Nvidia claims it can sustain a rapid cadence...
How Art & Economics Build Wealth W/ Kyle Grieve (TIP803)
The episode explores how mental models drawn from art and economics—particularly scarcity and supply‑demand dynamics—shape wealth creation. It begins by stressing that businesses capable of sustaining a 20% return on equity while reinvesting all earnings can generate outsized long‑term returns,...
Tech Corner: DELL's Legacy Tech Evolution in AI Age
The video reviews Dell Technologies’ transformation into an AI‑centric hardware leader, highlighting its Q4 2026 earnings, segment performance, and outlook for fiscal 2027. Dell posted $33.4 billion in revenue, up 39% YoY, and adjusted EPS of $10.30, a 27% increase. The Infrastructure...
NVDA $1T Revenue Guidance's Importance Beyond NVDA #shorts
The video centers on Nvidia’s bold $1 trillion revenue guidance, emphasizing that the target stems largely from data‑center GPU sales rather than its historic gaming roots. It frames the forecast as a historic milestone for both the company and the broader...
PLTR "One of One:" Why LikeFolio Labels AI Software Giant "Winner" On All Fronts
Palantir Technologies (PLTR) posted strong year‑over‑year growth and demonstrated resilience amid heightened macro‑economic volatility linked to the U.S.–Iran conflict. Andy Swan of LikeFolio highlighted the firm as a “winner” on all fronts, citing consumer‑web trend data that places Palantir ahead...
Don't Sell Covered Calls on Meta and Google. Sell This Instead.
Matt Tuttle of Tuttle Capital warned that escalating addiction lawsuits against Meta and Google could trigger a tobacco‑style risk repricing for the two social‑media giants. The legal overhang coincides with the broader Mag Seven sell‑off, raising doubts about the market’s...
Covalon Technologies (TSX.V: COV) Update with Brent Ashton
Kovalon Technologies (TSX‑V: COV) held a Small Cap Discoveries conference call on March 11, 2026 to present its Q1 update and broader strategic outlook. CEO Brent Ashton highlighted the company’s solid financial foundation—$17 million in cash and zero debt—providing flexibility for growth initiatives,...
Davis ETFs’ Chris Davis on Trust: The Investor’s Ultimate Superpower
In a recent interview, Chris Davis, co‑founder of Davis Advisors, framed trust as the ultimate superpower for investors, especially those employing active management. He contrasted the handshake deals at Berkshire Hathaway with the “trustless” environment many advisors face today, arguing...
Supply Network Limited SNL Is a Hidden Gem in Australia's Trucking Industry #stockclub #asxstocks
Supply Network Limited (SNL) is presented as a hidden gem in Australia’s trucking sector, offering a specialised parts‑supply service for heavy‑duty vehicles rather than a conventional auto shop. The company’s competitive edge lies in deep technical expertise, rapid “parts interpreting” that...
Night Watch's Roderick Van Zuylen on Marex $MRX
The podcast centers on Marex (ticker MRX), a recently public futures commission merchant that provides hedging and derivative execution services to airlines, hedge funds, and other institutional clients. Host Andrew Walker and Nightwatch analyst Roderick van Zuylen unpack Marex’s business...
JPMorgan India Growth & Income Investsor Presentation March 2026
The March 2026 JPMorgan India Growth & Income presentation outlined a cautious yet optimistic outlook for India’s equity market after an 18‑month slump exacerbated by the Middle‑East crisis. The fund manager highlighted that valuations have retreated to more historic levels,...
Quiet Compounders with Aaron Monroe, Tyler Ventura, and John Loesch, Diamond Hill Micro Cap Strategy
Diamond Hill’s micro‑cap strategy, outlined in a Planet MicroCap podcast, centers on a concentrated, long‑term approach to underfollowed small‑cap stocks. The team—Aaron Monroe, Tyler Ventura, and John Loesch—leverages a “three heads are better than one” framework, focusing on simple, durable...
Financial Engineering & Fake Value: Lessons From the Go-Go Years (TIP802)
The episode dissects John Brooks’s “Go‑Go Years,” a chronicle of the 1960s euphoria that turned high‑growth conglomerates into market darlings. Kyle Grieve explains how inflated valuations, not operational excellence, powered the era’s “virtuous cycle” of rising multiples and acquisition currency. He...
Market Call: Eric Nuttall's Outlook on Energy Stocks (March 26, 2026)
Eric Nuttall, partner at Nine Point Partners, warned that the prolonged closure of the Strait of Hormuz is creating the worst energy crisis of his career, with Middle‑Eastern output down roughly 11 million barrels per day and global inventories already under...
GM, Ford, Tesla, and Robotaxis | Barron's Streetwise
The Barron's Streetwise podcast examined the evolving U.S. auto market, highlighting a historic rise in new‑car prices, a shift toward affluent buyers, and the growing relevance of gasoline costs and emerging technologies such as robo‑taxis. Host Jack How and Barclays...
Your "Diversified" Portfolio Is Just an Expensive Index Fund | Brett Rentmeester
Brett Rentmeester warns that naive diversification can simply create an expensive index fund when multiple overlapping funds concentrate on the same large-cap holdings. True diversification targets uncorrelated sources of return—reducing idiosyncratic risk across assets with different fundamental drivers, not just...
How Billionaire Spends His Money 🌎🐜 #philanthropy #climatechange
The video spotlights a billionaire who has shifted his charitable focus toward insect conservation, arguing that safeguarding these tiny creatures is essential for climate stability and long‑term economic health. He cites research presented by Harvard’s renowned myrmecologist E.O. Wilson, noting that...
The Problem with Private Markets | Rational Reminder 402
The Rational Reminder episode 402 examines the growing problems in private‑market investing, focusing on private equity, credit and real‑estate funds as they become increasingly accessible to retail investors. The hosts argue that the industry’s long‑standing claim of lower volatility and higher...
Inside MAS Episode 4: Revitalising Singapore's Equity Market
The Inside MAS podcast episode focuses on Singapore’s equity‑market revitalisation, detailing a sweeping reform agenda launched by the Monetary Authority of Singapore (MAS) in late 2024. The programme aims to transform a historically sluggish market into a vibrant financing...
This Perfect Stock Is Down 50%
The video centers on Fair Isaac Corp. (FICO), a credit‑scoring giant whose shares have slumped more than 50% from roughly $2,400 a year ago to about $1,000 today. The presenter questions whether the steep decline represents a buying opportunity or...
McCullough: The Real Tech Wreck Runs Deeper Than $QQQ
The video centers on analyst McCullough’s warning that the tech market’s woes run far deeper than the Nasdaq’s 9.3% slide from its all‑time high. He argues the decline is especially brutal for software‑heavy, retail‑investor‑focused baskets such as QQQ, which have...
Secret Screener That Finds the Best Buy the Dip Stocks
The webinar introduces Bar Charts’ “Top Stocks to Own” screener, a tool designed to isolate high‑probability buy‑the‑dip opportunities from thousands of market equities. Hosted by senior market strategist John Rolan, the session explains that the screener applies thirteen technical indicators...
Tom Gardner: 5 Stocks to Hold for 5+ Years
Tom Gardner, co‑founder and CEO of The Motley Fool, presents a six‑stock lineup he believes investors should hold for at least five years, emphasizing that true wealth creation stems from long‑term ownership rather than short‑term spikes. He spotlights Aritzia’s aggressive U.S....
3 Risks to Watch With Zoomd, a Performance Ad-Tech Stock
Zoomd Technologies Limited (ZOMD) is a Toronto‑listed performance‑based ad‑tech firm that focuses on mobile user acquisition. With a market cap of roughly C$96 million and projected 2025 revenue of $47 million, the company positions itself as a demand‑side platform that only gets...
Stock Market Warning: Is the Midterm Correction Cycle Back? #stocks #barchart #investing
The video examines whether the market is re‑entering the historic midterm correction cycle, noting that S&P 500 indices have historically fallen about 18% during midterm election years. The hosts reference past performance, technical chart levels, and the recent rally that pushed...
The Hidden Market Stress Obscured by Stock Indexes | Liz Ann Sonders
The conversation with Charles Schwab’s chief investment strategist Liz Ann Sonders centers on a hidden market stress that headline indexes are concealing. While the S&P 500 and Nasdaq have posted modest year‑to‑date drawdowns of 7% and 9% respectively, the average individual...
Uranium Investing in 2026: Money May Move Down the Curve Whilst African Supply Moves East
The video examines the 2026 uranium investment landscape, focusing on how producer equities have begun to outpace spot prices and how African supply is increasingly flowing toward Asian markets, particularly China. Host Chris Crossad and analyst Matt discuss recent data,...
SpaceX & Physical AI's Long-Term TSLA Growth Potential #shorts
The video highlights a new phase of artificial intelligence—"physical AI"—where intelligence moves from cloud‑based software to embedded hardware in tangible products. The speaker argues that Tesla, as a leading carmaker, is uniquely positioned to become the primary manufacturer of this...
2 Analysts Split: Is Powell Industries a Buy After AI Orders?
The Motley Fool Scoreboard episode focused on Powell Industries (POWL), dissecting its recent earnings surge and a flood of new orders tied to AI data‑center construction. Analysts Dan Kaplinger and Tyler Crowe each gave the stock a 7‑point business rating,...
Barry Ritholtz: Every Year, There's a Reason to Sell
Barry Ritholtz argues that long-term investors should focus on time horizon and corporate fundamentals rather than short-term market panics, noting broad markets historically recover and 20-year U.S. equity stretches have never been negative. He says bear markets largely reverse gains...
Is Anthropic’s Claude a Bigger Risk to Microsoft Than Investors Think?
Anthropic unveiled a new Claude feature that lets the AI move the mouse and type on a Mac, with a Windows version slated for the coming weeks. Coupled with Claude Dispatch, which streams code and co‑working sessions to a phone,...