Tom Nash

ACADEMY DECEMBER LESSONS SCHEDULE

Here is the detailed schedule for our ROIC ACADEMY live lessons throughout December 2024.

https://calendar.app.google/xtgv1AS3tWKYLqC67

Join the live sessions with this link:

https://us02web.zoom.us/j/89654932192?pwd=VkANzCsG3DX3ZpzsaUriRBCwqxgSk0.1

Meeting ID: 896 5493 2...

ROIC ACADEMY LESSON RECORDING - November 28 - "Is This a Good Time to Sell Palantir?"

LECTURE
https://drive.google.com/file/d/1KAwrXE_yTwUPkabkJS2SKQ2-GdxTSUPC/view?usp=sharing

Class Notes
https://drive.google.com/file/d/1_WNvzU4fXCLidKfZ9uhKZlw44ABF08Xk/view?usp=sharing 

Turkey, Tariffs, and Tech Troubles: A Thanksgiving Market Roundup

Hey folks,

The market is closed today, but have no fear, Tom Nash is here, serving up a platter of market insights with a side of grandpa jokes.  

Let’s start with inflation, the unwelcome guest at the Fed’s Thanksgiving table.

The core PCE price index, the Federal Reserve’s favorite inflation measure, rose 0.3% month over month in October. That’s steady from September and exactly what economists expected.

Headline in...

Academy lesson starts now

Dear @everyone, the academy lesson starts now!

Join the live session with this link:

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1

Meeting ID: 896 5493 2192

Passcode: 218506

Academy lesson starts in 30 minutes

Join the live session with this link:

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1

Meeting ID: 896 5493 2192

Passcode: 218506

"Tom: Everything I hear and read says to sell palantir?"

I see the noise.

Everywhere you turn, there’s another headline screaming to sell Palantir.

The media, the analysts, and even some investors can’t stop obsessing over valuations, overhyped AI narratives, or Alex Karp’s insider sales. But here’s the deal, investing isn’t about following the herd. It’s about doing the homework, understanding the fundamentals, and playing the long game.

So let’s break this all down, layer by layer.

Palantir isn’t just...

Members Zoom Recording - November 25

https://drive.google.com/file/d/1g0U5mjYKrXJPTYBdgczVUZKP_PAk4uW8/view?usp=sharing

ZOOM STARTS NOW!!!!!

Here is the link to join the zoom https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1 Meeting ID: 815 8938 0108 Passcode: 6969420

Dan Ives just raised his price target for Palantir to $75 but the story is much bigger than that...

Academy Lesson Wednesday 3:30 pm EST

Dear Academy members, I hope you all are doing well. Since I am still recovering from my wisdom tooth removal and since I still look and sound like the Joker from Batman, today’s weekly Academy lesson will be moved to this Wednesday, November 27, at 3:30 pm eastern time US.

Join the live session with this link:

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzY...

Billionaire Ron Baron: $TSLA to $30 Trillion

NEXT ZOOM MEETING: MONDAY 11/25

Dear members, today's zoom (Thursday, November 21, 2024) is cancelled. I just had a wisdom tooth removed unexpectedly, and the zoom ain't happening.

The meeting will be moved to Monday, November 25 at 3:00 PM U.S. EST

We had a zoom call this week for the regular members and another for academy members as well, so I am sure you can manage not seeing my face for a few days.

As a compensation for the delay, here is my latest ACADEMY LECTURE for you all to enjoy: 2024-11-21 15:28:48 +0000 UTC View Post

Investing Secrets of Howard Marks

Class notes: https://drive.google.com/file/d/1SwApWlcC01uIYIAAkLo_ta_cPnSAqntO/view?usp=sharing

Members Zoom RECORDING - Nov 18

Palantir Stock - URGENT WARNING

Zoom meeting starts NOW

Zoom meeting starts NOW! Here is the link to join:

https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1

Meeting ID: 815 8938 0108

Passcode: 6969420

MEMBERS ONLY zoom call is starting in 25 minutes

Dear everyone, our MEMBERS ONLY zoom call is starting in 25 minutes at 3PM EST.

We will have EMIR come over and talk about Palantir, trust me you don't want to miss this one.

Here is the link to join:

https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1

Meeting ID: 815 8938 0108

Passcode: 6969420

ACADEMY LESSON POSTPONED TO TUESDAY INSTEAD OF TODAY (SAME TIME 3PM EST)

Dear everyone, due to some personal issues that have just come up and require my immediate attention (wife is sick) our weekly ROIC Academy lesson today will be moved to Tuesday, November 19, at 3PM EST.

Apologies to everyone but family is always first.

Join the lesson with this link:

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1<...

Latest Members Zoom Recording

https://drive.google.com/file/d/1jJsXQw5BLsYcW9WNw62urc2yaN7a1Tik/view?usp=sharing

DAN IVES LIVE TODAY 3:30 PM

🚨 Today at 3:30 PM EST, we’ve got something BIG happening. I’m getting into it with none other than Dan Ives into a no-BS livestream interview. That's right – me, Dan, and some hot topics: Palantir, Tesla, Nvidia, and the market madness of 2024.

If you've ever wondered, “What does a guy who actually knows his numbers think about these stocks?” you should join us today as we will be diving into all the juicy stuff, from Palantir’s AI takeover plan to Tesla’s robot army ...

ZOOM - Monday - Nov 18

Dear members, due to the DAN IVES LIVESTREAM today at 3:30 PM EST, the MEMBERS Zoom call is going to be pushed back to Monday.

Monday, November 18, 2024

3:00 PM Eastern Standard Time U.S.

Here is the link to join:

https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1

Meeting ID: 815 8938 0108

Passcode: 6969420

MEMBERS Zoom Monday - Nov 18

Dear members, due to the DAN IVES LIVESTREAM today at 3:30 PM EST, the MEMBERS Zoom call is going to be pushed back to Monday.

Monday, November 18, 2024

3:00 PM Eastern Standard Time U.S.

Here is the link to join:

https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1

Meeting ID: 815 8938 0108

Passcode: 6969420

ACADEMY - How To Prepare Your Portfolio For Volatile Times In The Market

The recording of our latest lecture: *How To Prepare Your Portfolio For Volatile Times In The Market* is now posted here: https://drive.google.com/file/d/1qszEAyT5ohRTqXPWrZKHRRCJzooWThk0/view?usp=sharing

 and the class notes are posted here: 2024-11-11 17:03:51 +0000 UTC View Post

Lecture starts now

@everyone todays lecture is starting now.

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1

Meeting ID: 896 5493 2192

Passcode: 218506

Lecture Academy 3:30 pm EST

@everyone todays lecture will start in 25 minutes at 3:30pm EST

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1

Meeting ID: 896 5493 2192

Passcode: 218506

Zoom starts in 30 minutes

@everyone the Zoom starts in 30 minutes. Here is the link to join:

https://us02web.zoom.us/j/81589380108?pwd=4XhBaXZRxJu3J9OeOevFrP5Dz56VI2.1

Meeting ID: 815 8938 0108

Passcode: 6969420

This stock is up 44% since I analyzed it a week ago.

Fast forward to 7:04 in the video. I said that was very impressed with Applovin Corp $APP and found it VERY interesting. In the 7 days since this video was published, the stock is up 44%. If you haven't subscribed and clicked the notification bell yet, now would be a good time so you don't miss these kind of opportunities next time.

ROIC ACADEMY - PORTFOLIO MANAGEMENT 101 LECTURE

ROIC Academy members - here is the recording of the PORTFOLIO MANAGEMENT 101 Lesson:
https://drive.google.com/file/d/1x-vA4dZa4mwVwBGmdjjhBJOxHUzG6x7J/view?usp=sharing

Here are the class notes:
https://drive.google.com/file/d/1vTFOsxNO...

Palantir JUST Smashed Earnings

ACADEMY lesson starts NOW!

https://us02web.zoom.us/j/89654932192?pwd=X7fWCfz4UMPhSrQzYYWlbWiM5t5CY0.1

Meeting ID: 896 5493 2192

Passcode: 218506