FSD: The Kids Will Be All Right
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hey, guys. How are we doing? We're still assembling here. It's Thursday night around 07:00. Title of this FSD is called the kids will be alright. K. So a couple of thoughts. I have some comments on earnings too. A lot of interesting opportunities that are just opening up with good names out in the market. So here's the first comment. If you look at the market, if you look at the S and P 500, everyone will agree it was a great investment over the last couple of decades, post World War II. Okay? You had the 1970s stagflation. Okay? We don't have that now. You have hire for longer inflation. We d
Today, companies like Cloudflare, Airbnb, ConocoPhillips, Keurig Drick Pepper, Trade Desk, and Twidio are reporting q two earnings, mostly after market close. Schedules show strong expected growth across tech and energy, but actual results aren't out yet for punchy beats or misses. Check back post market for updates.
Alright. That wasn't super helpful. We'll see. I didn't look at most of those names because Cloudflare is way too expensive, by the way. Like, not interested in Cloudflare. I looked at Snowflake today, way too expensive now. Snowflake's got competition from Databricks. I talked to a customer at Capital One. She leads a technology team that weaned Capital One off of Snowflake. They built an internal stack to cancel Snowflake, and that happened. So now Capital One is selling a data lake to other enterprises, including banks. I don't know why Capital One's focused on that customer segment. I don'
Wall Street Journal reports the Dow fell 464 points on doubts over the Strait Of Hormuz reopening deal with oil prices climbing. Bloomberg highlights Trump's tariffs on imported polysilicon for semiconductors and solar, plus oil rallying to stoke inflation worries amid Iran tensions.
Yeah. Having some energy in the portfolio, not a bad idea, especially because the free cash flow yield is high and it's a great diversifier for other parts of the portfolio. And again, it's better than bonds. Free cash flow yields are 10%, 15%, 20%. They're names that have 40% free cash flow in the energy sector. And some of them are linked to natural gas, which powers data centers. Not a bad idea. Good geopolitical hedge. That looks like an overweight. As far as the Trump $100,000 price point for the feed on Truth Social, you don't need that. Just assume Trump tacos. I just saved you $100,000
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