Episode Details
| Title | On the Margin: The Economy is in Goldilocks | Ram Ahluwalia |
|---|---|
| Date | 10/15/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $CVS - CVS is seen as an attractive investment due to its depressed price, priced-in bad news, and strong free cash flow. The investor sees an opportunity to learn about the business and potentially benefit from its undervaluation.
- “I bought CVS end of May, it's bombed out, bad news priced in. So let me learn about this business, got a lot of free cash flow.” - Ram (39:04)
- 🟢 $MUFG - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $META - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $PROD - 🔒
Bearish:
- 🔻 $FED - 🔒
- 🔻 $OPENAI - 🔒