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Tag: small- or micro-cap stocks

Revisiting Gav Blaxberg’s Social Media Powerhouse Stocks

Published May 9, 2022

Gav Blaxberg, chief executive officer at Wolf Financial, said he favored stocks that are popular on social media and discussed the Gamestop (GME) surge in the Season 3, Episode 13 episode from June 2021.

“You look for companies that either have very recognizable management or leaders…[or] growth stocks that have blown out of the water their fundamentals,” he said.

Blaxberg identified Labor Smart, Inc. (LTNC), Future Holdings Limited (FUTU), and Celsius Holdings (CELH) as some examples.

Blaxberg said social media is critical to stock performance, and that GameStop’s surge was not as unprecedented as people thought, given Kodak’s success in 2020.

What Happened

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Stock Picks to Play the Coming Inflation Slowdown (Szn 4, Ep 9)

Published March 24, 2022

With Lukasz Tomicki, LRT Capital Management

Lukasz Tomicki of LRT Capital rejoins the podcast to argue his (highly contrarian) case that inflation is due to slow and to provide stock picks that allow investors to take advantage of current dislocations in markets.

Content Highlights

  • Inflation will peak around mid-year and return to historic norms shortly thereafter (2:43);
  • Russia’s invasion of Ukraine and its impact on supply chains have certainly contributed to higher prices for commodities, but markets will adapt (7:01);
  • Another contrarian take: The Fed will successfully manage a soft landing (8:55);
  • “Russia is basically a gas station with nuclear weapons.” The U.S. and Europe can deal without Russian imports so this shouldn’t be a point of concern (14:20);
  • Stocks of two Brazilian companies that have been beaten down but have started to rebound… (20:05);
  • A company that has been directly impacted by Russia’s invasion of Ukraine is an IT consulting firm with a large presence in Ukraine whose stock has predictably been beaten up but could offer huge returns (31:38);
  • The most likely outcome in Ukraine is for the military situation to grind to a stalemate (35:55);
  • A final idea: Buy the Polish stock market through the iShares MSCI Poland Capped ETF (EPOL) (39:50).

More Information on the Guest

Not intended as investment advice.

Video Highlights From Our YouTube Channel

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