🏄🌊 a great startup needs a ...1⃣ surfer (founding team)2⃣ surfboard (product), and3⃣ wave (macro trend)it's difficult to find a bigger wave than this: https://t.co/zOOjgMW5D1 ...

InMode Ltd. ( INMD ) shares have not gone anywhere in the past year, and recent corrections coinciding with the tariff sell-off have led to a ~20% further drop. The inability to bounce back meaningfully along with the broaderI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...

I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, I think everybody knows the market is forward looking, but few truly understand what t ...

Hi everyone. Who here has set a goal before. I love it.Goal setters in the room. As you heard, when I was 19 years old, I had set a goal to sell $100,000 in real estate. I had just moved across the country.I was knowing nobody except college students and other professors. I remember when I set this goal, I didn't really know why I was working towards it. But I know now that it was the start of this journey that I'm here today.I'm going to talk to you today about how to work towards feeling confident to purs ...

Key Takeaways JPMorgan plans 500 new branches by 2027 and expects 2025 NII of $94.5B, up nearly 2% year over year. Wells Fargo can now grow beyond its lifted asset cap, aiding NII and fee-based business expansion. JPM holds the top spot for global IB fees, supporting performance despite near-term economic uncertainty.JPMorgan (JPM) and Wells Fargo (WFC) are major U.S. banking giants with strong retail and commercial banking operations and are impacted by interest rate trends and economic cycles.JPMorgan i ...

In theory, trading crypto is among the fastest ways to make life-changing amounts of money. After all, some crypto traders have turned hundreds of dollars into millions of dollars in just a few days. In practice, however, most crypto traders will end up in the red, and some will lose all their money in a matter of minutes. This is because trading crypto is not like trading other assets. That's why today we're going to tell you everything you need to know about trading crypto starting from square one. By the ...

Core Viewpoint - Nvidia Corporation (NASDAQ: NVDA) has been viewed with caution due to high expectations that are priced for perfection, despite its technological leadership [1]. Company Analysis - Nvidia is recognized for its strong technological position in the market, which remains undisputed [1]. - The current market sentiment reflects a high level of optimism, which may not be sustainable if performance does not meet these elevated expectations [1]. Investment Insights - The analysis emphasizes the importance of understanding market trends and corporate earnings to identify potential investment opportunities [1]. - A long-term perspective on value creation is highlighted as essential for investors aiming to outperform the market [1].

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...