Sam Jacobs

Comms / IR with an ASX focus. Interested in all things capital markets, part-time macro tourist

[Stockhead @StockheadAU]

Now that US interest rates are rising, how high will they go? (CBA reckons +3%): https://t.co/vntQsb0Cz7

[Sam Jacobs @Mr_SamJacobs]

@jameswhelan42 Haha highlight of the week, only a light brush to be fair. 6 editions of Free Whelan' so far and all required reading imo

[Stockhead @StockheadAU]

A closer look at #ASX sports betting stocks and the opportunities / challenges in the US market $PBH $BET $BBT https://t.co/c22bxyBtpe

[Sam Jacobs @Mr_SamJacobs]

@heathmoss83 @jameswhelan42 he's quietly been moving the market with Rick Rule

[Sam Jacobs @Mr_SamJacobs]

@jameswhelan42 Urban myth: The mysterious glowing light in the suitcase is actually The Theory of Thing by free whelan'

[Sam Jacobs @Mr_SamJacobs]

@jameswhelan42 @StockheadAU The subject combo, that writing process...certified banger in the works

[Stockhead @StockheadAU]

So, Brainchip… what’s the go there? A deep(ish) dive on the hottest stock on the #ASX. Thanks to @lukewinchester9 for comments (let the debate rage on). $BRN https://t.co/MBLTrsGYSS

[Stockhead @StockheadAU]

Heading into year-end, Stockhead got into the Christmas spirit with pro investor @lukewinchester9. Topics covered:
- The recent launch of his microcap fund, @MerewetherCap
- Deep dives on 2 ASX stocks in the Merewether portfolio. Details at the link: https://t.co/3MFPlWDQlS

[Sam Jacobs @Mr_SamJacobs]

@dctrjack @PeterFarquhar7 @Serrels Pete's response after my attempt was somewhere between confusion and disappointment

[Stockhead @StockheadAU]

Pro investor Todd Warren from Tribeca Investment Partners, on where global investment opportunities are emerging as part of the longer-term clean energy transition: https://t.co/fPrhM7kvd0

[Stockhead @StockheadAU]

#ASX small cap fund @CapitalHInvest has built a +5% stake in The Environmental Group $EGL. Here's insights from @DznBkr on the investment decision: https://t.co/Id6CEElIGq

[Sam Jacobs @Mr_SamJacobs]

@heathmoss83 @MichalakisCon @jameswhelan42 Critics said the live show was imbued with a 'distinct tone of excellence,' owing primarily to the strong SA turnout

[Stockhead @StockheadAU]

A snapshot of the $NSX, Australia's secondary stock exchange. Trading volumes and how all 50 stocks on the index have performed this year: https://t.co/DL37G08Kz1

[James Whelan @jameswhelan42]

Scandalous

[Stockhead @StockheadAU]

Pro investor Peter Johns details the investment rationale behind the three largest #ASX positions in the Westferry portfolio $PTB $CGO $AFL https://t.co/c2Ixl5o2Mh

[Stockhead @StockheadAU]

Finding the next ASX growth stock, with Martin Hickson from 1851 Capital $UWL $CAJ #ASX #ausbiz https://t.co/ahDCV3EUUy

[Stockhead @StockheadAU]

Insights from @Shaw_Partners analyst Danny Younis on the recent selloff in #ASX ecommerce stocks, and where to next for the listed retail sector: https://t.co/leDV1lRk6U

[Sam Jacobs @Mr_SamJacobs]

@TimKofCanberra @jameswhelan42 Haha couldn't tell you how to value them but for better or worse they're 'not going away' (CFA's words, not mine)