Author: evencio.alvarez14@gmail.com
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AI in Finance: Revamping Competitive Advantages
“It is difficult to think of a major industry that AI will not transform. This includes healthcare, education, transportation, retail, communications, and agriculture. There are surprisingly clear paths for AI to make a big difference in all of these industries.” – Andrew Ng This month we’ve dissected Artificial Intelligence (AI) and its impact on three…
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The US Dollar Holding At MAJOR Support [DIRTY DOZEN]
The dynamic of our society, and particularly our new economy, will increasingly obey the logic of networks. Understanding how networks work will be the key to understanding how the economy works. ~ Kevin Kelly, “New Rules for the New Economy” Good morning!In this week’s Dirty Dozen [CHART PACK] we look at relative breakouts, large breadth…
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A Broken Governor & A Speeding Market
***The following is an excerpt from a recent Market Note that went out to members of our Collective***Let’s kick this Market Note off with perhaps the best description of the price-sentiment relationship I’ve ever read. It comes by way of one of my favorite trading books “The Way of the Dollar”, by John Percival (note:…
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Reviewing Our Four Biggest Winners of 2020
We’ve had a good year in our equity portfolio. Times like these let us pause and review why the names we researched and bought have outperformed. Remember, stock price appreciation isn’t our definition of “getting it right.” Getting it right is buying a company for specific business reasons and seeing the company hit those metrics.This…
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Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn’t be more excited to partner with TIKR.Stephen Clapham has one of the most…
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Pearson (PSON): From Overpriced Textbooks To Digital-First Platforms
Last week’s essay covered AI in Education and the myriad companies attacking the space. I ended the post by saying we’d cover AI in Finance this week. That changed when I looked closer at Pearson (PSON). The stock had everything we look for at Macro Ops: Improving fundamentals Long-term industry/secular tailwinds Technical confirmation from the…
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The Noise Cycle…
Think of all the news that has come down the pipe over the last two weeks…We had the elections where it looked for a moment like Trump would stage a surprise upset (again). The tighter than expected race has left the Senate up for grabs, though Republicans should take it giving us a divided government.The…
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What a deGraaf Thrust Signal Means for Value Stocks [DIRTY DOZEN]
You can either play the system or you can let the system play you. I like playing the system because it’s more fun and you win more. If you let the system play you, you can get very frustrated and very beat up. ~ Jim Paul, “What I Learned Losing a Million Dollars” Good morning!In…
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@FoolAllTheTime: All Things Semiconductor Investing
There’s a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as a value trap, a better play than Micron (MU)…
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Where We’re Finding AI Investment Opportunities: Education
“Teaching is the only major occupation…for which we have not developed tools that make an average person capable of competence and performance. In teaching, we rely on the naturals, the ones who somehow know how to teach.” ― Peter Drucker The act of teaching is an amazing feat. Read the above quote again. In its…