Andrew Horowitz

Host of The Disciplined Investor and DHUnplugged Podcasts (OG)

* Opinions are not recommendations, likes are not testimonials

[Andrew Horowitz @andrewhorowitz]

TDI Podcast: The Briefing Trader (#981) | The Disciplined Investor https://t.co/l7kDiqCtRD

[Andrew Horowitz @andrewhorowitz]

This quarter is different.
Wall Street usually lowers the bar before earnings.
This time, it raised it.
Well, that makes things interesting.
This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

Tech can tell a great story.
Free cash flow is where the story gets audited.
This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

War. Oil. Geopolitical noise.
Corporate America is still keeping the ship afloat.
23% EPS growth expected this quarter.
Annoying for the bears. Useful for the market.
This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

Do not let the headline EPS number do all the talking.
Adjusted.
Ex-items.
Not comparable.
Plenty can hide inside one little number.
This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

You will love this episode - full of energy... So much fun !

IBM'S AI FACE-PLANT
$IBM: It's Been Murdered
$IBM: I Bought Misery
$IBM: Investment Board Malfunction

@THErealDVORAK

CLICK TO LISTEN -- https://t.co/m4P8Exox3H

[Andrew Horowitz @andrewhorowitz]

A little market froth is normal.
Too much froth means someone poured the beer wrong. 🍺

Earnings may tell us which one this is....

This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

@THErealDVORAK

[Andrew Horowitz @andrewhorowitz]

Earnings calls come with WARNING LABELS. ⚠️

Constant currency
Weather impact
Temporary headwind

Investor note: read closer. 👀

This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

Earnings calls come with WARNING LABELS. ⚠️

Constant currency
Weather impact
Temporary headwind

Investor note: read closer. 👀

This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

And this one is another topic for discussion on #DHUnplugged this week.

https://t.co/PFZiTRndqf

@THErealDVORAK

[Andrew Horowitz @andrewhorowitz]

Here is a chart we will be discussing this week on DHUnplugged. Any thoughts?

@THErealDVORAK

[Andrew Horowitz @andrewhorowitz]

AI deals now come with so many commas they need their own ZIP code.
Oracle may be the canary in the coal mine.
Eventually, the market asks:
Is there enough cash flow behind the story?
This week’s episode is here: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

TDI Podcast: The Briefing Trader (#981) | The Disciplined Investor

https://t.co/aZ324JXmEr
@briefingcom

https://t.co/l7kDiqCtRD

[Andrew Horowitz @andrewhorowitz]

War is back ON.
Oil is RISING.
AI may be GETTING TIRED.
Earnings season is walking in.

Other than that, quiet week....

Episode 981 with Gavin McGuire of https://t.co/aZ324JXmEr.
Listen and subscribe: https://t.co/GFJSsP3p8S

[Andrew Horowitz @andrewhorowitz]

DHU Podcast this week

- JOBS Number - Odd Move
- Saylor is selling Bitcoin! bitcoin:native
- VEGGIE ALERT!

https://t.co/kEWGTyxMGp

FWIW: @THErealDVORAK has his daily fruit servings in the form of red wine.

[Andrew Horowitz @andrewhorowitz]

@adamcurry He has not changed his tune 4eva on this

[Andrew Horowitz @andrewhorowitz]

Trade Bitcoin.
Trade Pokémon cards.
Trade whatever you want.
Just don’t pretend every collectible belongs in the financial system.

Listen and subscribe: https://t.co/ORNBvCoXPl

[Andrew Horowitz @andrewhorowitz]

DHU Podcast drop - THE WHALE is selling bitcoin:native

https://t.co/kEWGTyxeQR

Listen to this week to find out about John's lemons and the desired white asparagus.

[Andrew Horowitz @andrewhorowitz]

The Fed can fight inflation with higher rates.
The government just has to pay the bill.
And that bill is getting ugly.

Listen and subscribe: https://t.co/ORNBvCoXPl