WEBVTT - Cliff Notes: BEST PERFORMING STOCKS THAT NO ONE KNOWS

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<v Speaker 1>Coach, the energy out there felt different. What changed for

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<v Speaker 1>the team today?

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<v Speaker 2>It was the new game day scratches from the California

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<v Speaker 2>Lottery players.

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<v Speaker 3>Everything. Those games sent the team's energy through the roof.

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<v Speaker 1>Are you saying it was the off field play that

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<v Speaker 1>made the difference on the field.

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<v Speaker 3>Hey, little play makes your day, and today it made

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<v Speaker 3>the game. That's all for now, Coach, one more question.

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<v Speaker 1>Play the new Los Angeles Chargers, San Francisco forty nine

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<v Speaker 1>ers and Los Angeles Rams scratchers from the California Lottery.

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<v Speaker 1>A little play can make your day. Peace made responsibily.

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<v Speaker 1>You must be eighteen years or older to purchase late

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<v Speaker 1>or claim.

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<v Speaker 4>Maybe ask you if I saw something on your on

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<v Speaker 4>your Instagram that was extremely interesting.

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<v Speaker 3>Ao Smith Corporation kickers I got, I got, I got

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<v Speaker 3>new stocks for this year. I haven't even talked about

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<v Speaker 3>these anywhere. Aosmith I talked about publicly, but I got

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<v Speaker 3>other ones. Uh. Listen, we're under housed in this country.

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<v Speaker 3>You guys have tons of real estate people. Come on

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<v Speaker 3>and you have mortgage people, you have home builders, and

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<v Speaker 3>so you guys know this. We really don't have enough houses.

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<v Speaker 3>The up and coming home buying generation, they don't want

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<v Speaker 3>to buy these pieces of shit from the nineteen sixties

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<v Speaker 3>that my parents' generation is trying to sell them. They

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<v Speaker 3>want new houses. They don't want to renovate sixty year

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<v Speaker 3>old houses. We got to build more houses. Everyone knows this.

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<v Speaker 3>The problem is it's going to happen at a glacial

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<v Speaker 3>pace because how expensive it is to put up a

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<v Speaker 3>house right now. You can't find labor, you can't get appliances,

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<v Speaker 3>you can't get this, you can't get that. So there's

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<v Speaker 3>going to be I think a bull market in new housing. Like,

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<v Speaker 3>for as far as the eye can see, the most

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<v Speaker 3>common age to be in America right now, I think

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<v Speaker 3>is twenty nine or thirty. That's the year you buy

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<v Speaker 3>a house, like all the years around that, right That's like,

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<v Speaker 3>so you look at the population, what's the age that

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<v Speaker 3>most Americans are. It's literally the prime home buying age.

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<v Speaker 3>So bullish on housing. And I know interest rates have

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<v Speaker 3>been helping. Obviously rates will go up, mortgages will get

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<v Speaker 3>more expensive, but I still think the demand is there.

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<v Speaker 3>Household formation is going to be explosive every time they

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<v Speaker 3>build a new house. Every time, no matter how much

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<v Speaker 3>the house is, how many bedrooms, what region of the country. Whatever,

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<v Speaker 3>it needs a hot water heater, it needs a boiler,

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<v Speaker 3>there's a fifty to fifty shot. You go down your basement,

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<v Speaker 3>look at your boiler. There's a fifty to fifty shot.

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<v Speaker 3>Aosmith made it. They have half the market.

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<v Speaker 4>The monopoly.

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<v Speaker 3>I mean, that's right as close as you get. Aosmith

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<v Speaker 3>been in business since the Civil War one hundred and

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<v Speaker 3>forty something years, been public forever. It's still a thirteen

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<v Speaker 3>billion dollar market cap. Nobody even knows that this thing exists.

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<v Speaker 3>If you look at the New if you look at

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<v Speaker 3>the New Highs list, it's littered with companies like this.

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<v Speaker 3>They're value stocks, pay dividends, do buybacks, they're involved in

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<v Speaker 3>home construction. Eagle Materials is on that list. Mascow makes

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<v Speaker 3>sheet rock, willboard. There's like there's like fifty stocks like

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<v Speaker 3>that where you've never heard of it. But every house

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<v Speaker 3>contains their equipment or materials. So to me, that's a

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<v Speaker 3>really great place to be hiding out right now. And

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<v Speaker 3>look how that stock holds up relative to the NASDAC.

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<v Speaker 3>Let's say, it's like, I feel like that's like where

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<v Speaker 3>people want to be this year.

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<v Speaker 4>Yeah, aos is that two at three forty three. In

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<v Speaker 4>two thousand and two it said eighty two eighty nine

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<v Speaker 4>my battery. But just want to give context for how

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<v Speaker 4>much this went up over the last like twenty years

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<v Speaker 4>or so.

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<v Speaker 2>Now you're good man. I was just giving you the ticket.

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<v Speaker 2>People just kept asking, what's the ticket? Was the ticket?

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<v Speaker 3>Aos? And yeah, aosmith Aos. And now they're entering China

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<v Speaker 3>and India and not just entering like like selling from here.

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<v Speaker 3>They have like organization on the ground there. And what

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<v Speaker 3>makes those markets so exciting Obviously the size is endless. Uh,

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<v Speaker 3>you could build endless house is in these places. There's

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<v Speaker 3>nothing there in a lot of cases. But water purification

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<v Speaker 3>is another business they're in, and the drinking water is

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<v Speaker 3>just not what it is there. They need, they need

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<v Speaker 3>all that stuff. So I think this is the kind

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<v Speaker 3>of stock where you just put it away, pay a

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<v Speaker 3>dibbon end every quarter, reinvest the dibbon end, do that

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<v Speaker 3>automatically through your brokerage account, and just forget about it.

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<v Speaker 3>Just forget about it. And this is a way to

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<v Speaker 3>play like the next generation coming up and buying houses,

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<v Speaker 3>building houses.

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<v Speaker 2>Yeah, sweet, sweet sweet. So I want to talk about

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<v Speaker 2>something that's happened here in New York over the weekend. Uh,

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<v Speaker 2>And I know most people are gonna be like, oh joy,

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<v Speaker 2>you always talking about DraftKings. Yeah, I do not profitable

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<v Speaker 2>because a lot of money is spent on advertising. Obviously,

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<v Speaker 2>Pen Mutual same thing. So I want to know your

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<v Speaker 2>thoughts on aline sports betting. It's Pen National, I would say,

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<v Speaker 2>Pen Mutual, Pen Nashural online sports betting is here in

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<v Speaker 2>New York now, and so what does that mean for

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<v Speaker 2>the industry. I'm companies like Caesars and Pen National flutter

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<v Speaker 2>DraftKings obviously.

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<v Speaker 3>Is it Pin National or is it just pin No?

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<v Speaker 2>I think Pen Gaming, Pen Gaming Gaming. So obviously they've

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<v Speaker 2>spent DraftKings and spent a lot of money. FANDUE, which

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<v Speaker 2>is under Flutter Entertainment, has spent a lot of money

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<v Speaker 2>on advertising. But there's so many people having advertises. You

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<v Speaker 2>can't turn the TV on without seeing the Caesars Online

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<v Speaker 2>Bennet commercials right now with a JB. Smooth. So what

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<v Speaker 2>are your thoughts about I don't understand.

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<v Speaker 3>Yeah, I don't understand his commercial. So Madison Square Garden

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<v Speaker 3>is empty and he's like yelling to the empty seats.

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<v Speaker 3>He's like, Caesar is here and there's nobody's.

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<v Speaker 4>Doing the prime of COVID. It's weird.

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<v Speaker 3>Shit, it's weird.

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<v Speaker 2>Uh well, we got to burry out of that, so

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<v Speaker 2>we gotta at least.

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<v Speaker 3>Be I'm not in any of those stocks, and I

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<v Speaker 3>never have been. And it's not that I don't think

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<v Speaker 3>online betting will be big. I just don't think it

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<v Speaker 3>will be that profitable. When you look at like Ladbrokes

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<v Speaker 3>and some of the companies that have been operating in

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<v Speaker 3>England legally for years, they're just not such great stocks.

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<v Speaker 3>And then you compound that with the problem of marketing,

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<v Speaker 3>like you're seeing those commercials everywhere. None of these companies

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<v Speaker 3>are profitable. They have to spend so much money to

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<v Speaker 3>acquire a customer, So I think that market has to consolidate.

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<v Speaker 3>There are too many earners.

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<v Speaker 2>What's up. You ever walk into a small business and

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<v Speaker 2>everything just works like the checkout is fast, their seats

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<v Speaker 2>are digital, tipping is a breeze and you're out the

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<v Speaker 2>This episode is brought to you by P and C Bank.

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<v Speaker 2>A lot of people think podcasts about work are boring,

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<v Speaker 5>Member a FDIC, an illegal alien from Guatemala charged with

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<v Speaker 5>These are just some of the heinous migrant criminals caught

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<v Speaker 5>because of President Donald J. Trump's leadership. I'm Christy Noman,

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<v Speaker 5>the United States Secretary of Homeland Security. Under President Trump,

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<v Speaker 5>attempted illegal border crossings are at the lowest levels ever recorded,

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<v Speaker 4>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>There's MGM Caesars this that like there should be like

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<v Speaker 3>three of them, I feel like, and that's where it'll

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<v Speaker 3>ultimately go to. And I don't think that I'll be

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<v Speaker 3>able to figure out who's gonna win out of that crop. Like,

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<v Speaker 3>gun to my head, I would probably bet on the

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<v Speaker 3>barstool guys, just because the genius of that is that

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<v Speaker 3>they are the marketing, so they don't have to buy commercials.

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<v Speaker 3>But for the other guys, for Vanduel has to give

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<v Speaker 3>Bill Simmons a million dollars a minute basically, and DraftKings

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<v Speaker 3>is spending money like forget it, and like that's not

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<v Speaker 3>to me as an investor. I don't want to see

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<v Speaker 3>a business that requires that level and concentration of marketing

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<v Speaker 3>all the time. Yeah, because how do you ever make money?

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<v Speaker 2>Yeah, if you looked at it, like Flutter owns the

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<v Speaker 2>rights to fan Duel and so if you want to

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<v Speaker 2>invest a fans, you got to invest in them and

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<v Speaker 2>England yeah yeah, and FanDuel owns that I think like

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<v Speaker 2>thirty one percent of the market, And so it's kind

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<v Speaker 2>of weird because you got to invest Flood to invest

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<v Speaker 2>in them. So it's an interesting place. I still got

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<v Speaker 2>my DraftKings. I'm invested. So we'll see.

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<v Speaker 3>What's that stock? I don't even follow.

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<v Speaker 2>What's it gotta beat down? It hit a fifty two

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<v Speaker 2>weeks Friday. I think it got down to twenty five

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<v Speaker 2>hours on Friday.

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<v Speaker 3>Yeah, what's the evaluation?

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<v Speaker 2>Like?

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<v Speaker 3>Is it cheap? Yet? It was not cheap the last

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<v Speaker 3>time I looked twenty billion dollar market cap? All right,

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<v Speaker 3>I'll start following this thing. Yeah, I'm definitely not an

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<v Speaker 3>expert in this in this space by any means.

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<v Speaker 4>At a conference recently, you had a chance to sit

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<v Speaker 4>down with Kathy as a wealth manager. What are like

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<v Speaker 4>some of the biggest lessons that you've taken away from

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<v Speaker 4>her fall from Grace?

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<v Speaker 3>So, I think she's an extraordinary person and I'm a

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<v Speaker 3>huge fan of hers, and I know we talked about

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<v Speaker 3>that last year, but I was never an investor in

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<v Speaker 3>her funds, not because I didn't think that they could work,

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<v Speaker 3>because obviously they've had an amazing run prior to the

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<v Speaker 3>last let's call it six months or whatever. I just

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<v Speaker 3>don't believe in buying the most popular stocks as like

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<v Speaker 3>an investment strategy. And I know like she's focused on innovation,

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<v Speaker 3>and it just so happens that those stocks have become popular.

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<v Speaker 3>But every time a stock is in the news, like

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<v Speaker 3>a big, well known brand named stock because they miss

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<v Speaker 3>earnings or it's like getting killed later that day, it's like, oh,

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<v Speaker 3>arc just bought it. It's like it's become like a

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<v Speaker 3>portfolio of very controversial, you know stocks that are falling

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<v Speaker 3>off their highs, and DraftKings is one of them. And

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<v Speaker 3>Robin Hood and like she like she like jumps in,

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<v Speaker 3>not like she's going to rescue the stock, but she's like,

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<v Speaker 3>I feel like it's very headline driven. So I don't

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<v Speaker 3>invest that way with my own money. I'm not gonna

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<v Speaker 3>pay somebody to invest that way for me. So, you know,

0:12:03.040 --> 0:12:06.920
<v Speaker 3>from that standpoint, we've not allocated to her strategy. But

0:12:07.440 --> 0:12:11.280
<v Speaker 3>I do think that she's somebody that everybody should listen to.

0:12:11.840 --> 0:12:14.720
<v Speaker 3>I know everyone is listening to her already. She's uh,

0:12:15.000 --> 0:12:19.120
<v Speaker 3>she's she's become somewhat iconic. She's become like emblematic of

0:12:19.160 --> 0:12:21.839
<v Speaker 3>what the market was like in twenty twenty and twenty

0:12:21.880 --> 0:12:24.560
<v Speaker 3>twenty one, and even if that era has come to

0:12:24.600 --> 0:12:27.800
<v Speaker 3>an end, you can't take that away from her. She

0:12:27.960 --> 0:12:32.719
<v Speaker 3>had six ETFs that more than doubled in uh from

0:12:32.880 --> 0:12:36.319
<v Speaker 3>from I think the from the spring of twenty twenty

0:12:36.520 --> 0:12:39.400
<v Speaker 3>to the spring of twenty twenty one. Like nobody in

0:12:39.520 --> 0:12:42.160
<v Speaker 3>history has ever really had a run like that in

0:12:42.200 --> 0:12:44.440
<v Speaker 3>one year with so many different funds.

0:12:44.480 --> 0:12:46.360
<v Speaker 4>So you think she would have been better off about

0:12:46.400 --> 0:12:47.439
<v Speaker 4>concentrating in doing two.

0:12:49.360 --> 0:12:52.160
<v Speaker 3>Yeah, a little bit more, you know what her I

0:12:52.160 --> 0:12:56.679
<v Speaker 3>think the issue now is the press loves to build

0:12:56.720 --> 0:12:59.440
<v Speaker 3>you up so they could then tear you down. Absolutely

0:13:00.480 --> 0:13:04.760
<v Speaker 3>created her, like she's a product of Yahoo Finance needing

0:13:04.800 --> 0:13:10.520
<v Speaker 3>to write an article every fifteen minutes, and everybody Bloomberg, CNBC,

0:13:10.720 --> 0:13:15.560
<v Speaker 3>Wall Street Journal, Fortune, Forbes, everybody loves her story. She's

0:13:16.080 --> 0:13:19.960
<v Speaker 3>she's first of all, she's female in a game that

0:13:20.120 --> 0:13:26.640
<v Speaker 3>historically stockpicking has historically been dominated by famous men. She's fearless,

0:13:27.000 --> 0:13:29.960
<v Speaker 3>she's on Twitter, she does social media. Like there's a

0:13:30.000 --> 0:13:32.760
<v Speaker 3>lot about her that made the financial media fall in

0:13:32.800 --> 0:13:35.559
<v Speaker 3>love with her. And you know, I talked to the

0:13:35.679 --> 0:13:39.600
<v Speaker 3>editors at like big publications and they're like, dude, if

0:13:39.640 --> 0:13:44.640
<v Speaker 3>we just put Elon or Kathy in the headline, it's

0:13:44.840 --> 0:13:48.480
<v Speaker 3>it's like ten x what any other headline we wrote

0:13:48.559 --> 0:13:52.160
<v Speaker 3>that day will do. So they created her, and they

0:13:52.320 --> 0:13:56.840
<v Speaker 3>feasted off of her. And now that her strategy is

0:13:56.880 --> 0:14:01.640
<v Speaker 3>out of favor, like high growth innovative companies are just

0:14:01.720 --> 0:14:05.560
<v Speaker 3>not in favor. Now they're gonna rip her apart for

0:14:05.679 --> 0:14:10.400
<v Speaker 3>even more clicks. So every day, all the publications, like

0:14:10.559 --> 0:14:14.480
<v Speaker 3>there'll be at least one article from every newspaper about

0:14:14.800 --> 0:14:18.120
<v Speaker 3>how fucked up Kathy's fund is or you know, she's

0:14:18.160 --> 0:14:21.000
<v Speaker 3>down more than the NASDAC you know, over the last

0:14:21.040 --> 0:14:24.760
<v Speaker 3>eighteen minutes. So whatever headline, it sucks watching that because

0:14:24.760 --> 0:14:26.960
<v Speaker 3>I got to know her as a person and I

0:14:27.000 --> 0:14:30.600
<v Speaker 3>can only imagine sitting in her seat. It's not that

0:14:30.720 --> 0:14:36.080
<v Speaker 3>she's changed her strategy, it's that no strategy is always

0:14:36.080 --> 0:14:36.680
<v Speaker 3>in favor.

0:14:38.800 --> 0:14:44.840
<v Speaker 4>My graduates from my school being forced back drop drop Mike,

0:14:44.960 --> 0:14:48.400
<v Speaker 4>drop bag drop drop.

0:14:57.480 --> 0:15:01.120
<v Speaker 5>An illegal alien from Guatemala charged with raping a child

0:15:01.200 --> 0:15:05.000
<v Speaker 5>in Massachusetts. An MS thirteen gang member from Al Salvador

0:15:05.240 --> 0:15:09.360
<v Speaker 5>accused of murdering a Texas man of Venezuelan charged with

0:15:09.440 --> 0:15:13.320
<v Speaker 5>filming and selling child pornography in Michigan. These are just

0:15:13.440 --> 0:15:17.200
<v Speaker 5>some of the heinous migrant criminals caught because of President

0:15:17.240 --> 0:15:20.760
<v Speaker 5>Donald J. Trump's leadership. I'm Christy Noman, the United States

0:15:20.840 --> 0:15:25.640
<v Speaker 5>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:15:25.640 --> 0:15:29.200
<v Speaker 5>crossings are at the lowest levels ever recorded, and over

0:15:29.280 --> 0:15:32.480
<v Speaker 5>one hundred thousand illegal aliens have been arrested. If you

0:15:32.560 --> 0:15:36.400
<v Speaker 5>are here illegally, your next you will be fined nearly

0:15:36.480 --> 0:15:40.520
<v Speaker 5>one thousand dollars a day, imprisoned, and deported. You will

0:15:40.560 --> 0:15:44.200
<v Speaker 5>never return. But if you register using our CBP home

0:15:44.240 --> 0:15:47.600
<v Speaker 5>app and leave now, you could be allowed to return legally.

0:15:48.000 --> 0:15:52.720
<v Speaker 5>Do what's right, leave now. Under President Trump, America's laws,

0:15:52.920 --> 0:15:55.360
<v Speaker 5>border and families will be protected.

0:15:55.440 --> 0:15:57.560
<v Speaker 2>Sponsored by the United States Department of Homeland Security,