Tom Nash posts
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ACADEMY DECEMBER LESSONS SCHEDULE
Here is the detailed schedule for our ROIC ACADEMY live lessons throughout December 2024.https://calendar.app.google/xtgv1AS3tWKYLqC67Join the live sessions with this link:https://us02web.zoom.us/j/89654932192?pwd=VkANzCsG3DX3ZpzsaUriRBCwqxgSk0.1Meeting ID: 896 5493 2192Passcode: 420691---Sunday, December 15, 20244:00 PM ESTSunday, December 22, 20243:00 PM ESTSunday, December 29, 20243:00 PM ESTPlease make sure to mark these dates and times in yo...
ROIC ACADEMY LESSON RECORDING - November 28 - "Is This a Good Time to Sell Palantir?"
LECTUREhttps://drive.google.com/file/d/1KAwrXE_yTwUPkabkJS2SKQ2-GdxTSUPC/view?usp=sharingClass Noteshttps://drive.google.com/file/d/1_WNvzU4fXCLidKfZ9uhKZlw44ABF08Xk/view?usp=sharing
Turkey, Tariffs, and Tech Troubles: A Thanksgiving Market Roundup
Hey folks,The market is closed today, but have no fear, Tom Nash is here, serving up a platter of market insights with a side of grandpa jokes. Let’s start with inflation, the unwelcome guest at the Fed’s Thanksgiving table. The core PCE price index, the Federal Reserve’s favorite inflation measure, rose 0.3% month over month in October. That’s steady from September and exactly what economists expected. Headline inflation crept up slightl...
Academy lesson starts now
Dear @everyone, the academy lesson starts now! Join the live session with this link: https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
Academy lesson starts in 30 minutes
Join the live session with this link:https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
"Tom: Everything I hear and read says to sell palantir?"
I see the noise. Everywhere you turn, there’s another headline screaming to sell Palantir. The media, the analysts, and even some investors can’t stop obsessing over valuations, overhyped AI narratives, or Alex Karp’s insider sales. But here’s the deal, investing isn’t about following the herd. It’s about doing the homework, understanding the fundamentals, and playing the long game. So let’s break this all down, layer by layer.Palan...
Members Zoom Recording - November 25
https://drive.google.com/file/d/1g0U5mjYKrXJPTYBdgczVUZKP_PAk4uW8/view?usp=sharing
ZOOM STARTS NOW!!!!!
Here is the link to join the zoom https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108 Passcode: 6969420
Academy Lesson Wednesday 3:30 pm EST
Dear Academy members, I hope you all are doing well. Since I am still recovering from my wisdom tooth removal and since I still look and sound like the Joker from Batman, today’s weekly Academy lesson will be moved to this Wednesday, November 27, at 3:30 pm eastern time US.Join the live session with this link:https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
NEXT ZOOM MEETING: MONDAY 11/25
Dear members, today's zoom (Thursday, November 21, 2024) is cancelled. I just had a wisdom tooth removed unexpectedly, and the zoom ain't happening. The meeting will be moved to Monday, November 25 at 3:00 PM U.S. EST We had a zoom call this week for the regular members and another for academy members as well, so I am sure you can manage not seeing my face for a few days. As a compensation for the delay, here is my latest ACADEMY LECTURE ...
Investing Secrets of Howard Marks
Class notes: https://drive.google.com/file/d/1SwApWlcC01uIYIAAkLo_ta_cPnSAqntO/view?usp=sharing
Zoom meeting starts NOW
Zoom meeting starts NOW! Here is the link to join:https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108Passcode: 6969420
MEMBERS ONLY zoom call is starting in 25 minutes
Dear everyone, our MEMBERS ONLY zoom call is starting in 25 minutes at 3PM EST. We will have EMIR come over and talk about Palantir, trust me you don't want to miss this one. Here is the link to join:https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108Passcode: 6969420
ACADEMY LESSON POSTPONED TO TUESDAY INSTEAD OF TODAY (SAME TIME 3PM EST)
Dear everyone, due to some personal issues that have just come up and require my immediate attention (wife is sick) our weekly ROIC Academy lesson today will be moved to Tuesday, November 19, at 3PM EST. Apologies to everyone but family is always first. Join the lesson with this link: https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
Latest Members Zoom Recording
https://drive.google.com/file/d/1jJsXQw5BLsYcW9WNw62urc2yaN7a1Tik/view?usp=sharing
DAN IVES LIVE TODAY 3:30 PM
🚨 Today at 3:30 PM EST, we’ve got something BIG happening. I’m getting into it with none other than Dan Ives into a no-BS livestream interview. That's right – me, Dan, and some hot topics: Palantir, Tesla, Nvidia, and the market madness of 2024. If you've ever wondered, “What does a guy who actually knows his numbers think about these stocks?” you should join us today as we will be diving into all the juicy stuff, from Palant...
ZOOM - Monday - Nov 18
Dear members, due to the DAN IVES LIVESTREAM today at 3:30 PM EST, the MEMBERS Zoom call is going to be pushed back to Monday.Monday, November 18, 20243:00 PM Eastern Standard Time U.S.Here is the link to join:https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108Passcode: 6969420
MEMBERS Zoom Monday - Nov 18
Dear members, due to the DAN IVES LIVESTREAM today at 3:30 PM EST, the MEMBERS Zoom call is going to be pushed back to Monday. Monday, November 18, 20243:00 PM Eastern Standard Time U.S.Here is the link to join:https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108Passcode: 6969420
ACADEMY - How To Prepare Your Portfolio For Volatile Times In The Market
Therecording of our latest lecture: *How To Prepare Your Portfolio For Volatile Times In The Market* is now posted here: https://drive.google.com/file/d/1qszEAyT5ohRTqXPWrZKHRRCJzooWThk0/view?usp=sharingand the class notes are posted here: https://docs.google.com/presentation/d/10l7xkL52ZTnpzAu7zr8Wh5SWZq-ceb7U/edit?usp=sharing&ouid=116910845236334582029&rtpof=true&sd=true
Lecture starts now
@everyone todays lecture is starting now.https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
Lecture Academy 3:30 pm EST
@everyone todays lecture will start in 25 minutes at 3:30pm ESThttps://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
Zoom starts in 30 minutes
@everyone the Zoom starts in 30 minutes. Here is the link to join: https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1Meeting ID: 815 8938 0108Passcode: 6969420
This stock is up 44% since I analyzed it a week ago.
Fast forward to 7:04 in the video. I said that was very impressed with Applovin Corp $APPand found it VERY interesting. In the 7 days since this video was published, the stock is up 44%. If you haven't subscribed and clicked the notification bell yet, now would be a good time so you don't miss these kind of opportunities next time.
ROIC ACADEMY - PORTFOLIO MANAGEMENT 101 LECTURE
ROIC Academy members -here is the recording of the PORTFOLIO MANAGEMENT 101 Lesson: https://drive.google.com/file/d/1x-vA4dZa4mwVwBGmdjjhBJOxHUzG6x7J/view?usp=sharingHere are the class notes: https://drive.google.com/file/d/1vTFOsxNOalARxhe5Jox56YgF1yjs1DD8/view?usp=sharing
ACADEMY lesson starts NOW!
https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1Meeting ID: 896 5493 2192Passcode: 218506
