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Investing With IBD

Ep. 249 Jim Roppel: Why Interpreting The Market Is Better Than Predicting It

Dec 28, 2023
Jim Roppel, Founder of The Roppel Report, discusses interpreting the market vs predicting it. Topics include analyzing daily market indicators, recent stock performance and predictions, interpretation vs prediction in the market, sleeping patterns and bull markets, using Market Smith for stock selection, and explaining industry jargon and acronyms for understanding.
01:15:42

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • CrowdStrike is a standout in computer software security, Uber is capitalizing on changing consumer behavior, Duolingo is riding the wave of language learning, and MongoDB has impressive earnings power in the database industry.
  • Being in cash during bear markets allows for calmness and the ability to recognize opportunities that arise.

Deep dives

CrowdStrike: A Game-Changer in Computer Software Security

CrowdStrike is an indispensable player in the computer software security industry, with a growing total addressable market. The stock has shown a stellar lockout rally, with strong earnings and significant institutional accumulation. While waiting for a more favorable entry point, it's important to manage risk and be disciplined in positioning.

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