Exclusive Stream

ROI Club Live Stream (March 31, 2022)

Our exclusive ROIC stream about markets and investing at 7:00 p.m. Eastern on March 31, 2022! Stream Notes Timestamps TBD Stock Reviews TBD Must be a ROIC Member to access

(Andrii Yalanskyi)

Home prices on the rise…

Today’s News: Home prices rise in January, Robinhood offers extended trading hours, and OpenSea hints at Solana NFTs… What’s Trending… On ROIC: DeFi On Twitter: Restoration Hardware (RH) On Reddit: GameStop (GME)

(Jure Divich)

Another Tesla stock split?

Reminder: Justin is streaming a live DCF build for ROIC members starting now!   Today’s News: Biden to propose a new wealth tax, Shanghai will lockdown, and Tesla will pause production

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Live DCF Build With Justin (March 28, 2022)

Our exclusive ROIC Stream about markets and investing at 9:30 a.m. Eastern on March 28, 2022! Stream Notes Timestamps TBD Must be a ROIC Member to access our premium content

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ROIC After Dark (March 24, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on March 24, 2022! Stream Notes Timestamps 0:00 Intro / Market Update5:16 Homebuilding (KBH, BLDR)7:45 Cannabis News /

(Konstantin Savusia)

Nvidia Investor Day Recap

Yesterday, Nvidia conducted its Investor Day. Our coverage analyst, Jake H, followed along with the action and provides us with the key takeaways today. Key Takeaways Announced new products among

(photobyphotoboy)

Taking a Closer Look at Pinterest

Last week, a ROIC member called in to ask about Pinterest as the stock has lost nearly two-thirds of its value over the last year. Today, we dig into the

(360b)

Berkshire makes a move…

Today’s News: Older Americans are flush with cash, gas prices add pressure to small businesses, and Berkshire makes a purchase… What’s Trending… On ROIC: Coinbase (COIN) On Twitter: Boeing (BA) On Reddit:

(Maxx-Studio)

Fed raises rates. What now?

Today’s News: The Fed raises rates, shoppers push back against rising prices, and Netflix wants to charge for more users… What’s Trending… On ROIC: Fed Rate Hike On Twitter: Fed Rate Hike

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JUSTIN IS BACK. Live stream. (March 21, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on March 21, 2022! Stream Notes Timestamps 0:00 Intro1:28 Market Update2:51 Big Board Performance4:40 Implied Expectations Blog – PTON12:30 Chanos

(Sundry Photography)

Williams Sonoma Posts Solid Earnings

Yesterday after hours, Williams Sonoma (WSM) reported quarterly earnings. Our coverage analyst, Shant K, takes us through the report today. Key Takeaways See the earnings release here. Consolidated Q4 Revenue

(concept w)

Oil prices retreat

Today’s News: PPI increases 0.8% MoM, Oil prices fall below $100, and airlines raise revenue outlook… What’s Trending… On ROIC: Alibaba (BABA) On Twitter: AMC Entertainment (AMC) On Reddit: GameStop (GME) Subscribe

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Monday ROIC LIVE (March 14, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on March 14, 2022! Stream Notes Timestamps 0:00 Intro / Market Update7:55 Oil Prices11:25 Housing Crisis13:06 Oil Prices

(James Yarbrough)

Production hell πŸ›»

Today’s News: SEC warns of Chinese stocks delisting, Google-FB investigated in Europe for antitrust, and Rivian guides to lower-than-expected production… What’s Trending… On ROIC: McDonald’s (MCD) On Twitter: Rivian (RIVN) On Reddit:

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ROIC After Dark LIVE (March 10, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on March 10, 2022! Stream Notes Timestamps 0:00 Intro5:17 Big Board13:00 VM1: HDFC Bank18:40 VM2: Spotify23:00 Chat Question:

(SkazovD)

Inflation persists…

Today’s News: Inflation hits a new four-decade high, Amazon announces 20-for-1 stock split, and Peloton is testing new pricing… What’s Trending… On ROIC: Amazon (AMZN) On Twitter: Amazon (AMZN) On Reddit: CPI

(Nimomose)

What is Ethereum (Layer 2)?

Today, our crypto coverage analyst, Jake H, walks us through Ethereum Layer 2 solutions. How does it work? Why does it matter? And what’s next? Make sure to catch his

(Indypendenz)

Chain reaction…

Today’s News: Oil up, inflation up, Bed Bath & Beyond… up? And the Big Board locks in a win… What’s Trending… On ROIC: Sea Ltd (SE) On Twitter: Occidental Petroleum (OXY) On

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Monday at NOON LIVE (March 7, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on March 7, 2022! Stream Notes Timestamps 0:00 Intro1:35 Macro Market Update5:05 CNR8:11 Is now a buying opportunity?19:02

(IgorGolovniov)

Enphase Energy Lighting It Up

Enphase ($ENPH) reported earnings last Tuesday after hours on Feb 8th. Immediately following the release, the stock skyrocketed over nearly 25% in after-hours trading to $180 per share. Over the

(Zerbor)

Strong February Job Report πŸ’ͺ

Today’s News: The U.S. adds 678k jobs, commodity prices extend their rally, and Costco falls on supply chain disruption outlook… What’s Trending… On ROIC: Costco (COST) On Twitter: Tesla (TSLA) On Reddit:

(SewCream)

Powell signals rate rise

Today’s News: Biden’s State of the Union, Powell says it’s appropriate for the Fed to raise rates, and Ford restructures to focus on EVs… What’s Trending… On ROIC: Merger Arbitrage On

(Tomasz Makowski)

What is Ethereum (Layer 1)?

Today, our crypto coverage analyst, Jake H, walks us through Ethereum. How does it work? Why does it matter? And what does the blockchain’s future hold? Make sure to catch

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Thursday Evening LIVE (March 3, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on March 3, 2022! Stream Notes Timestamps 0:00 Intro / Market Update6:25 ROIC Big Board (BLDR, CNR)10:08 VM

(xalien)

More big moves on earnings…

Today’s News: Economic data shows the U.S. economy perking up, Zoom stock tumbles on weaker-than-expected guide, and Target pops 11%… What’s Trending… On ROIC: Builders FirstSource (BLDR) On Twitter: Zoom Video Communications

(Ken Wolter)

Quick Take: Builders FirstSource Q4 Earnings

Note: This post will be updated as we have time to dig deeper into the earnings report. Builders FirstSource reported its fourth quarter earnings today beating estimates and providing initial

(Robert Kneschke)

Cornerstone Building Brands: Closer to a Deal?

Cornerstone Building Brands (CNR) received an offer to be taken private by Clayton, Dubilier & Rice, LLC (β€œCD&R”) to purchase shares for cash at $24.50. After pushing back the earnings

(Bumble Dee)

Holding the line

Today’s News: Ukraine troops hold off Russian attacks, economic sanctions pile up against Russia as the ruble tumbles, and crypto donations flow to Ukraine… What’s Trending… On ROIC: Russia/Ukraine On Twitter: Facebook

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Monday Rundown LIVE (February 28, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on February 28th, 2022! Stream Notes Timestamps 0:00 Intro2:15 Russia / Ukraine Updates4:58 Market Update9:45 Z / OPEN11:26

(BEST-BACKGROUNDS)

PCE inflation rises 0.6%, stocks and crypto jump

Happy Friday! To keep up with the Russian invasion of Ukraine, the WSJ has live updates here.   Today’s News: PCE inflation rose 0.6% MoM in January, cybersecurity stocks jump, and

(rarrarorro)

Coinbase: Earnings Beat, But Stock Falls?

Coinbase (COIN) is down nearly 4% today after reporting fourth quarter earnings after the bell yesterday that beat Wall Street expectations. The company warned Q1 numbers may be lower due

(Tomas Ragina)

Russia invades Ukraine…

Today’s News: Russia invades Ukraine. Global markets and crypto falls. Oil prices rise. What’s Trending… On ROIC: Russia/Ukraine On Twitter: Russia/Ukraine On Reddit: Russia/Ukraine Subscribe to Morning Cents: For news and analysis

(TonelsonProductions)

Why WM Technology (Weedmaps) Stock Rose 27% Today

WM Technology (better known as Weedmaps) reported earnings after the bell yesterday. Investors were excited about better-than-expected growth and an upbeat forecast for FY22 and beyond. The stock popped over

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Thursday ROIC Live (February 24, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on February 24th, 2022! Stream Notes Timestamps TBD Stock Reviews TBD Must be a ROIC Member to access

(Immersion Imagery)

S&P 500 falls over 10% off highs

Today’s News: S&P 500 falls into correction territory as Russia deploys troops into Ukraine, Lowe’s expects continued home improvement demand, and MercadoLibre fends off competition in Brazil… What’s Trending… On ROIC:

(Tada Images)

Does Teladoc’s Stock Need Medical Assistance?

Once a pandemic darling, Teladoc stock has tumbled nearly 80% from all-time highs. Yesterday, the company reported Q4 earnings and the reaction has been muted so far. Key Takeaways See

(Jeffery Edwards)

Trepid 2s Day

Happy 2s Day! (2/22/22)   Today’s News: Russia/Ukraine tensions heat up, Home Depot beats earnings, and SoFi buys Technisys for $1.1 billion… What’s Trending… On ROIC: Russia/Ukraine On Twitter: MercadoLibre (MELI) On

(visibleimpression)

Maximum Displacement for Amplitude Shares?

A ROIC member asked about our thoughts on Amplitude Inc (AMPL) after the company’s shares dropped nearly 60% in one day following last week’s earnings release. On Friday, the stock

(T. Schneider)

DraftKings bad beat

Happy Friday! There will be no Morning Cents on Monday for Presidents’ Day as U.S. stock exchanges will be closed. We’ll be back on Tuesday, Feb. 22!   Today’s News: Mortgage

(TY Lim)

Palantir and Nvidia shares take a dive…

Today’s News: Fed eyes potential hikes, Walmart rises on a positive outlook, and Palantir and Nvidia shares are falling… What’s Trending… On ROIC: Nvidia (NVDA) On Twitter: Palantir (PLTR) On Reddit: Nvidia

(Michael Vi)

Nvidia Shows Its Running on All Cylinders

Nvidia beat revenue and earnings estimates for its fourth quarter (ending January 31). The company also guided to Q1 revenue growth well above analyst expectations. Today, our coverage analyst Jake

(sasirin pamai)

Retail sales rebound πŸ’ͺ

Today’s News: Retail sales rebound in Jan, Airbnb beats earnings, and Google plans restrictions on cross-app tracking… What’s Trending… On ROIC: Nvidia (NVDA) On Twitter: Shopify (SHOP) On Reddit: Roblox (RBLX) Subscribe

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Late Night ROIC Live (February 17, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on February 17th, 2022! Stream Notes Timestamps 0:00 Intro1:00 Market Update3:40 KKR11:47 Chat with the chat (Peek into

(Andrey_Popov)

More inflationary pressures?

Today’s News: Producer prices were higher than expected in January, Trudeau enacts Emergency Act, and Americans are going out again… But not to the office. What’s Trending… On ROIC: Cornerstone Building

(Pla2na)

Oil inches toward $100 per barrel

Today’s News: Russia/Ukraine tensions rise, crypto ads take over the Super Bowl, and Cisco proposes a deal for Splunk… What’s Trending… On ROIC: Amazon (AMZN) On Twitter: Splunk (SPLK) On Reddit: Oil

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Valentine’s Day ROIC Live (February 14, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on February 14th, 2022! Stream Notes Timestamps 0:00 Intro1:23 CNR19:15 Yield Curve Flattening27:30 VM1: LEE34:49 Z39:15 VM2: RIVN45:50

(Tada Images)

Zillow: Q4 Update Winds Down iBuying

Zillow reported Q4 earnings yesterday showing progress on winding down the iBuying business and preliminary plans for what the future holds for the company. Our coverage analyst Shant K went

(Earl D. Walker)

Zillow starts its turnaround

Today’s News: Inflation pressures the Fed, Zillow’s turnaround, and Affirm tanks after an earnings release blunder… What’s Trending… On ROIC: Zillow (Z) On Twitter: Uber (UBER) On Reddit: Affirm (AFRM) Subscribe to Morning

(TippaPatt)

Perion Q4 Earnings: Another Beat and Raise

Our Ad Tech coverage analyst Andrew M predicted a rock-solid earnings report for Perion (PERI) and the company delivered. Andrew gives us a rundown of the earnings report and what

(Frederic Muller)

U.S. inflation hits 7.5% in January

FROM JUSTIN: If you’re not already watching our new show Money Talks, then what are you doing! It’s the most fun way to get your finance content, bar none! Today’s

(Proxima Studio)

Uber Continues its Path to Profitability

Uber reported Q4 earnings after the bell yesterday. The stock is up after showing a continued recovery in the mobility segment after a blip due to Omicron and the delivery

(Bloomicon)

Apple POS

Today’s News: Apple turns iPhones into payment terminals, Chipotle sales outpace rising costs, and U.S. households took on $1T in new debt last year… What’s Trending… On ROIC: Peloton (PTON)

(rblfmr)

Big Changes at Peloton

Peloton (PTON) gained 25% today after announcing the founder, John Foley, will be stepping down as CEO. He will move to Executive Chairman and relinquish his CEO role to Barry

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Peloton CEO steps down

Today’s News: Foley out at Peloton, Nvidia’s Arm deal falls through, and the middle class is getting priced out of the housing market… What’s Trending… On ROIC: Peloton (PTON) On

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Thursday Night ROIC Live (February 10, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on February 10th, 2022! Stream Notes Timestamps 0:00 Intro/CPI Print8:40 Feasting9:40 Going over ROIC-B trades (PTON, UBER)13:41 UBER16:39

(Artemiy_U)

Kicking the tires on Peloton

Today’s News: Worker absences stunts companies’ growth, SEC delays BTC ETF decision again, and will someone buy Peloton? What’s Trending… On ROIC: Peloton (PTON) On Twitter: Spotify (SPOT) On Reddit: Facebook

(Pixel-Shot)

U.S. adds 467k jobs in January

Happy Friday! Starting next week Morning Cents will be sent out around 11:00 a.m. ET. This change will allow us to cover stories more thoroughly and provide you with more

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Monday Live (February 7, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on February 7th, 2022! Stream Notes Timestamps 0:00 Intro0:45 PTON Buyout Rumors2:15 Portfolio Management (Big Board)3:09 UBER (Selling

(Michael Vi)

The market gets Zucked

Today’s News: The overall market falls as Meta gets crushed, consumers pivoting to services over goods, and the second-largest DeFi hack ever… What’s Trending… On ROIC: Meta Platforms (FB) On

(Frederic Legrand - COMEO)

Why Did Facebook Shares Tank?

A fifth of Meta Platform’s (formerly Facebook) market cap was washed out after yesterday’s earnings report. What’s causing the nearly $200B market value decline in the stock? Let’s explore. Key

(Uladzik Kryhin)

Google does the splits

Today’s News: Google and AMD crush expectations, PayPal falters, and the U.S. job market remains tight… What’s Trending… On ROIC: Alphabet (GOOG / GOOGL) On Twitter: Alphabet (GOOG / GOOGL) On

(Akura Yochi)

AMD Smashes Earnings. Upside Left?

AMD smashed earnings and provided forward guidance ahead of Wall Street expectations. This morning, our coverage analyst Jake H takes us through the company’s earnings report. Key Takeaways Q4 revenue

(Pumpchn)

Bungie jumps to Sony

Today’s News: Sony buys Bungie, AT&T to halve its dividend, and two Solana ecosystem tokens are listed on Coinbase… What’s Trending… On ROIC: Amazon AWS (AMZN) On Twitter: Growth Stocks On Reddit: AMD

(Jeff Bukowski)

A Dive Into Popular Fashion Brand Aritzia

Last Thursday, a ROIC member called in for Justin to take another look at Aritzia, a Canada-based fashion brand that’s rising in popularity. After a quick look at a DCF

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ROIC After Dark (February 3rd, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on February 3rd, 2022! Stream Notes Timestamps 0:00 Market Update (With technical difficulties at the beginning)2:16 Market Update

(David MG)

Spotify saga

Today’s News: Spotify’s Ek responds to Rogan controversy, Citrix being taken private, bitcoin as legal tender in Arizona? What’s Trending… On ROIC: Visa (V) On Twitter: Spotify (SPOT) On Reddit: GameStop

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ROIC Live (January 31, 2022)

Our exclusive ROIC Stream about markets and investing at 12:00 p.m. Eastern on January 31th, 2022! Stream Notes Timestamps 0:00 Intro / Market Update11:30 $SHOP12:10 Growth Stocks13:14 $PLTR & $SHOP19:00

(fizkes)

Consumer spending takes a hit…

Today’s News: Apple reports record earnings and easing supply chain, Robinhood gets crushed by lower crypto trading volume, and consumer spending falls… What’s Trending… On ROIC: Tesla (TSLA) On Twitter: Robinhood

(cowardlion)

Q4 GDP grows at 6.9%

Today’s News: The Fed gets ready for rate increases, GDP accelerates to 6.9% in Q4, and Tesla reports record profit in 2021… What’s Trending… On ROIC: FOMC statement On Twitter: Tesla

(Andrii Malkov)

Takeaways From the First FOMC Meeting of 2022

Yesterday, the highly anticipated Federal Open Market Committee (FOMC) meeting came to an end. The Fed ultimately decided to keep the federal funds rate stable with an eye on raising

(Wiz Saputro)

Microsoft buoys the market

Today’s News: Microsoft rallies on strong earnings, investors await the Fed rate decision, and ARK Invest says bitcoin to $1 million… What’s Trending… On ROIC: Microsoft (MSFT) On Twitter: Microsoft (MSFT)

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Thursday Night Live (January 27, 2022)

Our exclusive ROIC Stream about markets and investing at 7:00 p.m. Eastern on January 27th, 2022! Stream Notes Timestamps 0:00 Intro / Market Update8:00 Clip from Tom Lee (Fundstrat)13:00 ROIC

Roller Coaster (AndreyZH)

Roller coaster markets 🎒

Today’s News: Indexes swing widely ahead of the Fed meeting, Google sued over ‘deceptive’ location tracking, and Meta unveils a supercomputer… What’s Trending… On ROIC: Market Volatility On Twitter: Market Volatility

(Tada Images)

Looking Under the Covers of Purple Innovation

In last Thursday’s live stream, Justin quickly looked at Purple Innovation (PRPL). Garret, a ROIC member, posted a research request for the company on the ROIC portal. He thought it

(Yuriy K)

The weekend of activist investors…

Reminder for ROIC members: Today’s live stream will be at 10:30 a.m. ET. Justin will also be going on Dave Lee’s YouTube channel today at 12 p.m. ET!   Today’s News:

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ROIC Monday Live (January 24, 2022)

Our exclusive ROIC Stream about markets and investing at 10:30 a.m. Eastern on January 24th, 2022! Stream Notes Timestamps 0:00 Intro / Market Update. Start of a Bear Market?5:55 How