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Контент предоставлен stocktalking. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией stocktalking или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Wednesday Options (10/14/2020): Hanging in the Pit with The Impervious
Manage episode 329322025 series 3353340
Контент предоставлен stocktalking. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией stocktalking или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
The Impervious and I react to $FSLY's Q3 downguide and discuss potential market weakness after a nice run off the September lows. We discuss whether Fastly's less than stellar news will impact cloud favorites like $CRWD and $NET. Sean gives some third quarter earnings strategies and gold miner picks ($GDX, $NEM). We close with a spirited discussion of the merits of $BRK.B over $QQQ and the incredible $CROX story.
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Manage episode 329322025 series 3353340
Контент предоставлен stocktalking. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией stocktalking или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
The Impervious and I react to $FSLY's Q3 downguide and discuss potential market weakness after a nice run off the September lows. We discuss whether Fastly's less than stellar news will impact cloud favorites like $CRWD and $NET. Sean gives some third quarter earnings strategies and gold miner picks ($GDX, $NEM). We close with a spirited discussion of the merits of $BRK.B over $QQQ and the incredible $CROX story.
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