Creator Post Archive
Ticker Take with Jon Erlichman
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Jun 13, 2026
SpaceX IPO: Is It Still a Buy?
SpaceX has recently gone public, and a long-time space investor, Chad Anderson, shares his bullish outlook on the company's future prospects. He highlights SpaceX's multifaceted business, including Starlink's rapid growth and its potential in the AI sector, emphasizing its role as an infrastructure company building the future.
Jun 11, 2026
8 great stocks that have nothing to do with AI.
This video discusses eight stocks that are not directly tied to the AI trend, offering investors alternative opportunities. The strategist highlights companies with strong fundamentals that are less correlated with the current AI semiconductor market, suggesting these could be safer bets as the AI trade potentially cools down.
Jun 10, 2026
Can you make money buying an IPO?
This video discusses the historical performance of IPOs, noting that while they often see a first-day pop, long-term returns from the closing price on day one tend to underperform the market. Companies trading at high multiples (over 40x sales) are particularly prone to underperformance.
Jun 4, 2026
6 Small stocks most investors are missing
The creator discusses the benefits of investing in small-cap stocks, highlighting their potential for high growth and lower multiples compared to large-cap companies. The focus is on identifying companies with sustainable high growth rates, reasonable valuations, aligned management, and strong share price momentum, with a particular emphasis on "established compounders" that have a proven track record of consistent growth.
May 31, 2026
3 stocks based on Buffett test?
This video discusses three stocks identified by investor Dave O'Driscoll based on Warren Buffett's return on invested capital metric. The stocks mentioned are ASML, Lam Research, and Chubb, all of which are highlighted for their strong business models and capital management, with ASML and Lam Research also benefiting from the AI boom.
May 31, 2026
13 stocks: sales set to double?
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May 28, 2026
10 Stocks That Actually Make Money
This video discusses the importance of Return on Invested Capital (ROIC) as a key metric for evaluating companies, favored by investors like Warren Buffett. The guest, David Driscoll, explains that a high ROIC (around 15%) indicates efficient use of capital and generates free cash flow, providing financial flexibility. Other important metrics discussed include operating margins and a debt-to-cash flow ratio of two times or less, ensuring financial stability during economic downturns.
May 26, 2026
3 AI stocks to buy?
Dan Ives of Wedbush discusses the AI trade, highlighting that demand for Nvidia chips indicates the market is still in its early stages. He identifies chips and software as key growth subsectors and points to Nvidia, Palantir, and CrowdStrike as potential winners due to their technological advantages.
May 25, 2026
13 cheap stocks to love?
This video presents a list of 13 stocks identified by Bloomberg's strategy team for their value and momentum, with attractive P/E ratios and positive analyst earnings revisions. The creator further filtered this list to include only stocks with a majority of Wall Street analysts recommending them. The stocks mentioned are Valero Energy, HFS and Clearway, TD Synnex, Citigroup, Chord Energy, Marathon Petroleum, Ovintiv, Matador Resources, Phillips 66, Bunge Global, Halliburton, FedEx, and Darling Ingredients.
May 23, 2026
9 stock AI All-Star lineup?
Dan Ives, a technology analyst, has identified three top AI stocks for portfolios: Microsoft, Alphabet, and Palantir. He believes these companies are well-positioned to benefit from the ongoing AI revolution due to their leadership in the ecosystem and favorable risk/reward profiles.
May 21, 2026
9 All-Star AI Stocks
Dan Ives of Wedbush believes the AI investment cycle is still in its early stages (third inning). He highlights the massive demand for Nvidia chips and the limited adoption of AI by US companies. Ives identifies key sub-sectors like chips and software, and names nine AI stocks he believes will be stars, including Microsoft, Alphabet, Palantir, Nvidia, and Taiwan Semi.
May 18, 2026
Would you buy these 5 stocks?
Brian Belski, a veteran investor, identifies five fantastic long-term stocks for portfolios: Alphabet (GOOGL) in technology, Netflix (NFLX) in entertainment, Aritzia (ATZ) and Costco (COST) in retail, and Alimentation Couche-Tard (ATD) in convenience stores. He emphasizes the importance of investing in dominant companies within their respective industries.
May 17, 2026
What’s your take on Buffett’s stocks?
This video discusses recent stock purchases and sales by Warren Buffett's Berkshire Hathaway, highlighting new investments in Delta, Alphabet, Macy's, and The New York Times. It also notes the sale of Chevron shares and the largest holdings within Berkshire's portfolio.
May 16, 2026
Top stocks in a barbell portfolio for any market? Tap link on this short for full YouTube video!
Jon Erlichman discusses Jay Hatfield's barbell investing approach, which balances higher beta stocks like Amazon with lower beta stocks like Energy Transfer to perform in any market. The full list of eight recommended stocks is available in their first "Tick or Take" episode.
May 14, 2026
8 Stocks for a Bull or Bear Market
The creator discusses the barbell investing approach, which involves a mix of high and low beta stocks to create a balanced portfolio that performs well in both bull and bear markets. The strategy aims to generate income by writing covered calls on higher beta stocks and uses a PEGY ratio (PE to growth plus yield) for stock evaluation, with a risk correction for lower beta stocks.
May 12, 2026
10 built to last stocks?
Jon Erlichman discusses Thomas Martin's "built to last" stock strategy, highlighting companies with strong industry leadership, moats, and innovation that consistently beat earnings. The video lists 10 such stocks, including Uber, Spotify, Visa, Apple, Microsoft, Palo Alto Networks, Palantir, S&P Global, Robinhood, and Oracle.
May 10, 2026
Why is Netflix a mispriced stock? Watch the full episode of Ticker Take right here on YouTube!
Netflix stock was hammered down from a high of around $140 to $90 a share, presenting a great entry point for a long-term holding. Despite the price drop, the company's fundamentals and future trends remain strong, with an increased focus on subscriber growth and a recent price raise, indicating it is emerging as a leader and is overly punished in the market.
May 9, 2026
Why Microsoft is a mispriced stock? Watch the full episode on 4 mispriced stocks, here on YouTube!
Veteran investor Liz Miller believes Microsoft is a mispriced stock, despite its central role in the AI expansion. She highlights that its current valuation is below its 10-year average, even with a stable business and growth drivers, making it attractive for tech exposure.
May 7, 2026
4 Mispriced Stocks
The creator discusses four mispriced stocks identified by investor Liz Miller, who builds portfolios based on macroeconomic trends. Miller focuses on companies that align with positive long-term trends like AI and an aging population, while also offering good value and strong fundamentals. The first two picks, Toll Brothers and Lennar, are in the homebuilding sector, which is seen as an opportunity due to a significant housing deficit and potential rate decreases.
May 7, 2026
Anthropic just came for Wall Street (4 Stocks Dropped) T
Anthropic's new AI agents for finance have caused four stocks (Faxet, Morning Star, S&P Global, Moody's) to drop, with the CEO warning of potential bankruptcies for legacy software companies. While Anthropic is private, Microsoft is seen as a clear winner due to Claude's integration into Office. Major banks like JP Morgan, Goldman Sachs, City, and AIG are also utilizing Claude.
May 4, 2026
11 of the best boring stocks?
This video discusses 11 "boring" stocks identified by Bloomberg that score well on profitability, valuation, low volatility, and sector momentum. The creator highlights PepsiCo and Verizon as examples, noting that these value stocks can still provide strong returns.
Apr 30, 2026
5 Software Stocks AI Can't Replace
A software analyst discusses five software stocks poised to thrive in the AI era, focusing on companies with defensible infrastructure, critical solutions, pricing power, and strong management. The selected stocks are Palo Alto Networks, CrowdStrike, DataDog, Rubrik, and Cloudflare, all of which are seen as well-positioned to benefit from increasing IT complexity and AI adoption.
Apr 23, 2026
Bruised but built to last: 12 stocks to own
Thomas Martin, a successful investor, shares a list of 12 stocks that are currently off their highs but are considered "built to last." He emphasizes looking for companies with sustainable revenue growth, increasing margins, and the ability to outperform street expectations, even through market volatility and temporary setbacks. The selected companies demonstrate strong business models, competitive advantages, and a capacity for innovation.
Apr 9, 2026
Get Paid to Wait with these 8 Stocks
Chris Tom of Moat Financial discusses his strategy of selling put options on stocks he'd be willing to own at a lower price, effectively getting paid to wait for a better entry point. He highlights eight stocks that fit this strategy: Cameco, Costco, Dollarama, General Motors, Microsoft, Pet Valu, Progressive, and Uber, emphasizing their value, moats, and potential for generating option premiums.
Apr 2, 2026
6 Value Stocks to Watch
Value investor Collin Stewart discusses his strategy of buying stocks in misunderstood or unloved businesses, highlighting six specific companies he's currently eyeing. He emphasizes the importance of a margin of safety, strong fundamentals, and buying at a discount, particularly in sectors like aerospace, defense, and software.
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