Andy Cross @AndyCCross
Analyst, stock-picker and investor at The Motley Fool. Doing my little part to help make the world smarter, happier, and richer. Fool.com D.C. Area Joined September 2011-
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I love the classic ABC scene from Glengarry Glen Ross: Always Be Closing. I might like this better. At least for investing. At the #Berkshire AM, Greg Abel said "We hate the ABCs of business. Arrogance, Bureaucracy, Complacency." A good start for the new $BRK.B team.
Very much enjoyed returning to @MotleyFoolMoney to unpack investing during market downturns, energy's cost impact, and the status of the AI trade. And @TravisHoium then tests @louwhiteman and me on our market history. See how you do by playing along. fool.com/podcasts/motle…
@ReneSellmann Of course, @ReneSellmann. It's a great article. I continue to look for new/better/effective ways to break down the new AI-driven realities we are living in w/r/t analyzing not just tech/software but just about any company these days . So I very much appreciated your thinking.
Very insightful thoughts from @ReneSellmann on the non-homogenous software market. And importantly how as investors we can frame-up the analysis as we are digging into the structural impacts both positive and negative on companies. Thanks Rene!
@DavidGFool @RBIPodcast @RobertBrokamp Enjoyed being on with you and Robert, David. Great mailbag questions and stories as always. Have a wonderful Thanksgiving to everyone.
@AndrewGibs53446 @RBIPodcast Thanks Andrew! I got the Moneyball line wrong though: “Adapt or die” is what Billy Beane (Brad Pitt) says to the head scout. But directionally correct. Companies now more than ever need that mentality. Enjoyed being on the show with David and team!
@AndrewGibs53446 @DavidGFool @RBIPodcast @TMFProf The fact that you are playing the game counts the most @AndrewGibs53446. Well done! Some of the most fun is trying to figure out where David is going with his opening vignettes for each stock. I was stumped on some this episode!
@DavidGFool @RBIPodcast @TMFProf Was awesome to compete against @TMFProf who has such deep knowledge on global companies across a variety of industries. Thank you @DavidGFool for hosting a great, and fun, competition! I think listeners will agree. Enjoy!
@DavidGFool @RBIPodcast Absolutely David. I think we can dabble around the edges at times but for most of us, for most of our capital, DCAing on regular intervals over time works well. Mentally just easier, and less stressful, for most of us to follow. Whether index funds, ETFs, or stocks!
@ShowtimeZB @nebiusai @Microsoft @themotleyfool @ShowtimeZB incredible news from Softy that it will get that amount of AI infrastructure from Nebius. Maybe not as good news for CoreWeave. It's a big vote of confidence for Nebius though I don't follow it closely. AI investment is hardly dead; just shifts around.
@AndrewGibs53446 @stephenwitt @themotleyfool Thank you Andrew. I really enjoyed that talk with Stephen and learned a ton from him about Jensen and Nvidia. And I’m glad to see the stock stage such an impressive rebound from the April lows. Thank you for the kind words.
Looking for deeper insights on what drives Jensen Huang of Nvidia? I learned a ton in a fun convo with author @stephenwitt. Stephen lays out why Jensen can’t quit anytime soon and how $NVDA separates from the pack. Find our @themotleyfool chat here: fool.com/podcasts/motle…
In a historic week in investing (for the wrong reasons), it was an incredible opportunity to chat with @LizAnnSonders for our Fool Market Playbook event. We clipped part of our conversation for our @MotleyFoolMoney show: fool.com/podcasts/motle…. (20 min mark) Thank you Liz Ann!
@DavidGFool @PopsSpiffy @flippin_emily @RBIPodcast It looks like I’m warming up for opening day with baseball socks! That was so much fun! Thanks @DavidGFool !
@iamdanfleser You bet Dan. I’m still investing of course. Trying to find under-the-radar opportunities. I think some are more in the ignored or marginalized parts of the market so that’s fun to hunt around. As rates inevitably come down we should see some of that go into stocks.
S&P ‘22 op EPS estimates at $238 puts the multiple at a 15.6x multiple. VIX above 30. Attractive but still not to the point to start dropping cash positions < 10%. Especially with yields on cash worth something for the first time in a decade.
@iamdanfleser That turned out to be a great time to invest in 2022. Now the market is in a much different spot with the multiple above 21x fwd 12m earnings. That’s above the 5-year average (per Factset) of 19.3. So looking for other spots in the market other than only growth and tech.
@ProShopGuyMF1 @themotleyfool Thanks Mike! I was saying the VIX is (was) near a five-year low but then the market flipped this afternoon with all major indices falling. The VIX back to above 13. This is why I would be a terrible trader!
@grsrounder @TMFOtter @JimPGillies Kind words Gordon! Thank you for saying that. Tons of fun to get the band back together. I’m usually not on with Jim and Bill so a real treat for me as well. Huge earnings week ahead! We will have our head down digging all through it.
I’m diggin’ the blue highlights of the can. And the taste for a non alcoholic is dang close to a full-leaded Guinness. As a fan and long-term $DEO shareowner, well done @GuinnessIreland @DiageoIreland
Morgan Housel @morganhousel
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