Member webinar video library.
Watch Portfolio Manager Knox Ridley as he covers Microsoft, Nvidia, and Bitcoin.
Advanced Signals Members receive in-depth technical analysis from the Portfolio Manager, Knox Ridley. Learn more here.Learn more here.
Recommended Reading:
Below are the webinar highlights. We hold quarterly webinars to discuss our positions and what we are looking for from earnings results. In the webinar, we also identify trends/catalysts we are eyeing to fill our new idea pipeline.
The webinars are not an earnings call or prediction, as anything can happen during an earnings season. It’s an opportunity for us to go over our fundamental research with our members. We have also included highlights from the 2023 Year in Review Annual Webinar this quarter.
Recommended Reading:
Timestamps:
00:00 – Intro
02:18 – Quick Portfolio Overview/Bull and Bear Case
08:35 – Our Criteria
16:09 – How We Decide on a Stock
21:46 – IOF Portfolio
27:58 – Valuations
33:01 – Conclusion
37:51 – Q&A
Timestamps:
00:00 – Intro
09:40 – How the I/O Fund is Different
11:57 – 2023 Highlights
16:30 – 2023 Lowlights
18:28 – Our Criteria
25:39 – Lessons Learned
30:15 – 2023 Positions Review and Portfolio Allocation
33:32 – The Buy/Sell Zone
37:00 – Looking Forward to 2024 and AI Allocation
42:33 – Rough Timing on AI and Estimated Returns
46:19 – Current Portfolio Mix & Q and A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, and Semis.
Timestamps:
00:00 – Broad Market
19:16 – Apple
23:12 – Microsoft
24:34 – Meta
25:22 – Nvidia
26:33 – Amazon
27:28 – Google
28:05 – Netflix
28:51 – Tesla
30:38 – Super Micro
32:11 – Marvell
32:58 – AMD
34:22 – Micron
36:36 – Q&A.
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, AMD, CRWD, NET, and BTCUSD.
Timestamps:
00:00 – Broad Market
19:01 – Supporting Markets
32:48 – FAANGs
40:20 – Nvidia
41:39 – Tesla
42:35 – Netflix
47:25 – AMD
51:47 – Crowdstrike
53:07 – Coinbase
54:02 – Bitcoin
58:06 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, FAANGs, Bitcoin, AMD, CRWD, and NET.
Timestamps:
00:00 – Broad Market
14:26 – Supporting Markets
30:37 – FAANGs
37:54 – Apple
38:58 – Tesla
39:35 – Crowdstrike
42:06 – AMD
44:36 – Cloudflare
46:16 – Crypto
48:57 – Bitcoin
49:46 – Ethereum
50:21 – Chainlink
54:18 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Crypto, AMD, and FAANGs.
Timestamps:
00:00 – Broad Market
21:03 – Supporting Markets
35:45 – FAANGs
40:12 – Nvidia
41:35 – Tesla
42:11 – AMD
43:37 – Bitcoin
45:28 – Ethereum
46:48 – Chainlink
48:37 – Q&A
Watch Knox's webinar replay as he covers the Broad Market, Crypto, NFLX, MSFT, SMCI, and AEHR.
Timestamps:
00:00 – Broad Market
35:53 – Netflix
39:55 – Microsoft
42:25 – Super Micro
46:16 – Aehr
48:23 – Crypto
57:34 – Ethereum
59:31 – Chainlink
01:01:45 – Q&A
Watch Knox Ridley's webinar replay as he covers the Broad Market, NET, MSFT, AEHR, BTC/ETH/LINK, and CRWD.
Timestamps:
02:51 – Broad Market
29:55 – Microsoft
33:59 – Amazon
35:40 – Meta
36:30 – Cloudflare
38:02 – Aehr
40:20 – Bitcoin
42:36 – Ethereum
44:39 – Chainlink
48:17 – Q&A
