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Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

The Acquirers Podcast

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The Dangers of Tech Stocks

I saw an NFT of Jack Dorsey's first tweet bought for $2.9 million. Now valued at less than $4.14. I believe Netflix and Tesla both went down quite a bit after reporting earnings that were good, but just the expectations were pretty high. We're super bearish on the market. We like energy. Financials not too bad. Big tech over earning like 31% of the index by market cap. 20% of the indices by earnings. Got to come back.

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