Regardless of the market environment, a company like Visa will keep printing money.
Considering the vast majority of purchases involve credit cards these days and Visa is a dominant player in the space, Visa takes a small cut every time you swipe or tap your card. Good business to be in!
Welcome back to Under the Hood, where we'll cover all the action for the two weeks ended January 3, 2025. This report is published bi-weekly, in rotation with The Minor Leaguers.
What we do here is analyze the most popular stocks during the week and find opportunities to either join in and ride these momentum names higher, or fade the crowd and bet against them.
We use a variety of sources to generate the list of most popular names.
There are so many new data sources available that all we need to do is organize and curate them in a way that shows us exactly what we want: a list of stocks that are seeing an unusual increase in investor interest.
Click here for a behind-the-scenes look at our process.
Whether we’re measuring increasing interest based on large institutional purchases, unusual options activity, or simply our proprietary lists of trending tickers, there’s...
I just got back to New Zealand after an intense week in NYC with the All Star Charts team.
Every few months, we bring together our exclusive Portfolio Accelerator members for a high-level mastermind which involves three days of networking, deep discussions, and live market insights from some of the sharpest traders, analysts, and fund managers in the world.
Here's the group this week:
The core of these events is the roundtable discussions. No fluff. Just raw, unfiltered conversations about the markets, positioning, and where the real opportunities are. Every time I leave, I have an edge—insights that actually make money.
One of the biggest takeaways from this event? AI isn’t a bubble, it’s just getting started.
One of my favorite sessions was with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities. If you follow financial news, you know he’s one of the most dialed-in voices on tech.
You’ve seen the headlines about AI.
You’ve watched the hype around Nvidia, but if you don’t have access to the right people, it’s hard to separate narrative from reality.