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Latest Insights on SAM

Big Tech Has a Big Earnings Problem Is it Time to Buy Meta? Let’s take a look at Big Tech’s expected growth rates over the next three years.
Sometimes It's Okay to Lose Your Shovel Sometimes It’s Okay to Lose Your Shovel Mike Carr never met his grandfather, but his life story still has a profound impact on the way he approaches trading.
Meta plummets disappointed but not surprised meme Meta’s Massive Miss; Spotify’s Rogan-omics; T-Mobile Rollin’
by Joseph Hargett February 3, 2022 Great Stuff
Sucks To Zuck Did y’all just feel that? A great disturbance in the social media Force — as if millions of Facebook investors cried out in terror and were suddenly silenced. I feel that something terrible has happened, Great Ones. To find out, we have to get meta … again. Dude, if you bring up […]
AMD I See Dead Pentiums Meme AMD Inside, Google’s Reverse Splits, Sony’s Hits & PayPal’s Fits
by Joseph Hargett February 2, 2022 Great Stuff
Almighty Micro Devices Great Ones, I absolutely love saying “I told you so.” It’s, like, my second favorite thing in the world. The first is, obviously, making you money. So, when Advanced Micro Devices (Nasdaq: ) reported blowout fourth-quarter earnings and rallied more than 11% … I was ecstatic. I literally got a twofer. Before […]
What the Smart Money Did on Friday and Monday My reaction to those big up days was probably like yours. Momentum (aka growth) stocks in The Bauman Letter’s model portfolio have taken a beating since the beginning of the year. So has my personal portfolio. So, when those stocks jumped like a frog off a hot highway on Friday and Monday, I breathed a sigh of relief.“ The worst must be over. The smart money is piling back in.” That’s what I wanted to think. But the facts tell a different story … and prove why smart investors ignore short-term moves like these.

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