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\ud83d\udcc8 TKer by Sam Ro

Sam Ro, CFA
Hundreds of paid subscribers

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.

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Substack
PricingFreemiumPublishesDaily
Issues655Founded6 years agoLast Issue5 days ago
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Latest Issues

The hardest part of valuing a company 🔮🧮

Ambitious companies will make unforeseeable changes as they capitalize on a future that has yet to be imagined 🧐

In May 2012, hedge fund manager David Einhorn predicted Apple was on its way to becoming a $1 trillion company.

5 days ago
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I was on Bloomberg's Odd Lots podcast with writers who won't be replaced by machines 🎙️

Joe Weisenthal, Tracy Alloway, James van Geelen, Jasmine Sun, and me! (Source: @JasmineSun)

Joe Weisenthal and Tracy Alloway invited me onto the Odd Lots podcast to chat alongside Silicon Valley culture writer and Research founder James...

7 days ago
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Maybe it's time to rethink how the S&P 500 is constructed 🤯

Some people were surprised to hear that I’m open to updating S&P Dow Jones Indices’ requirements for which companies are included in the S&P 500.

I think their methodology is very good. But I wouldn’t say it’s perfect. Most would agree tha...

15 days ago
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Some thoughts on mega IPOs and market indices...🚀

Ultimately, the market will do its work ⚖️

Space Exploration Technologies (SpaceX) has set the price of its initial public offering (IPO) at $135 per share, giving the company a $1.77 trillion valuation.

18 days ago
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Companies are cashing in on consumers' unwillingness to bargain shop 💸

Sentiment surveys confirm that consumers are very aware of rising prices, and they are complaining about them. People hate inflation.

Interestingly, inflation hasn’t really stopped people from spending. Economic data confirm this.

This c...

21 days ago
14

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Authors

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  • Sam Ro, CFA

    \ud83d\udcc8 Chief evangelist of how the stock market usually goes up. Optimist long term. Cautious optimist short term. Formerly Axios Markets, Yahoo Finance, Business Insider, Forbes. CFA charterholder. SABEW Best In Business Award winner.

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