Ford Smith

[Ford Smith @SamoFord]

@nicekicks No they are not, why do you keep posting this?!

[Ford Smith @SamoFord]

@pamperedpenny Arby's drive thru

[Ford Smith @SamoFord]

@AshAshPB https://t.co/TSeD1Tk8nC

Guess there's no market for padel. Pickleball sucks.

[Ford Smith @SamoFord]

@JimmyMiller_PB Tough day for " gay tennis" as your sport will never have that many people either watching in person or on tv than watched it last night. So STFU

[Ford Smith @SamoFord]

@ClayTravis @HardRockBet Fading

[Ford Smith @SamoFord]

@garyvee @annabright108 Pickleball has jumped the Shark. As a racquet sports director at 2 clubs in different parts of the country I've seen its participation decline greatly starting this spring. Tennis numbers have been increasing and Padel is taking hold big time in wealthy areas & clubs.

[Ford Smith @SamoFord]

@andrewperloff Calm down sugartits, they are playing Stanford.

[Ford Smith @SamoFord]

@Matt_Manasse Stay in your lane pickleball boy.

[Ford Smith @SamoFord]

@Matt_Manasse She had a teleprompter on each side of her , but regardless it was a great speech.

[Ford Smith @SamoFord]

@DougKass @JoeSquawk @CNBC It's his stuttering and stammering that gets me also.

[Ford Smith @SamoFord]

@THR lol. Watching polo is even more boring than watching pickleball, if that's even possible.

[Robert J. O'Neill @mchooyah]

I smoked your G.O.A.T while you were fucking your goat.

[Ford Smith @SamoFord]

@HotwifeSonyC He's got bigger tits than you

[Dougie Kass @DougKass]

The CNBC Panelist Said What? (Issue #5)

It seems only natural to follow up yesterday's Issue #4 (Tom Lee) with CNBC's Josh Brown - as they are likely among the most conspicuous guests and panelists on CNBC.

While Tom Lee pays to deliver his calls (the worst of which was his bitcoin projections as noted in yesterday's Issue) without meaningful or reasonable pushback by CNBC's moderators, Josh Brown's firm doesn't pay but his appearances benefit him and his firm's marketing by polishing his image and brand recognition - despite the poor quality and spotty nature of his investment recommendations (and his failure to time stamp them). And that might be more valuable a form of payment.

Josh delights in dropping names - using the first names of company managements to imply familiarity and that, implicitly, he has done deep analytical dives.  In reality he probably had casual conversations with some of the managements - he likely feels that this serves as his completed analysis.   

Like many panelists, Josh is excellent at reciting the last quarter's metrics of the company he is pushing. His presentation is slick, filled with quips, colloquialisms and hip sayings that likely appeal to Generation Xers. He never offers in depth analysis and likely has never done a spread sheet or modeled a company.  This seems superficiality is perfect for CNBC, which I suspect may be grooming Josh to be the next Jim Cramer (on his retirement).

Based on my understanding, Josh's investment firm does not buy individual stocks (they utilize ETFs in their portfolios). So, all of his ideas have been purchased in his personal account. He has never disclosed this publicly making it appear his investment firm's clients owns the stocks and are supportive of) all of his ideas he has presented.

Again, based on my knowledge, these Josh owned positions are literally oddlots - and not meaningful. Given the confidence expressed by Josh, one would think that CNBC (who knows all his trades/investments are in his personal account) would note this to viewers as the dollar amounts are probably embarrassingly small.  I have brought this up with CNBC but it seems they do not want to address this with their viewers.

Josh's series "Best Stocks in the Market" appears to be based principally on price momentum, though I have been unable to find an explanation of selection which is odd. As is the case of his other recommendations - the "Best" stocks are not memorialized so viewers have no idea at all of the value of the effort.

Strangely, the large majority of tweets of of CNBC's Halftime report (21) CNBC Halftime Report (@HalftimeReport) / X comprise discussion of his "Best Stocks" almost as if Josh is the entirety of the show.  That is either laziness on the part of CNBC or indicative of what I wrote above - that Josh is being groomed to replace Jim Cramer when Jim retires.

This gets us to $SHAK Shake Shack (or what I like to refer to as "Shake Shock"), arguably one of Josh Brown's favorite stocks - now trading at $54 and down from its 52 week high of $144:

Josh, the stock dropped by about -19% for no reason. "I have to add. Its already looking to be a smart decision... It was a great quarter, look at the numbers... everything they laid out when Rob cam have turned out."

Trade Tracker: Josh Brown buys more Shake Shack - YouTube

https://t.co/Rc0K9IsvXf

* From July, 2025 to current, Josh has highlighted $SHAK as a Final trade and among his favorite stocks - as the share price dropped from $144 to a low of $51.
He has never show contrition nor has he ever admitted that he was wrong.

* May, 2026: $69 In which SHAK was on pace for the worst day since its IPO.  From Josh: "Its a dark day in Shake Shack land (laughs all around) . They had a permium valuation and didnt deserve it... I have been building a position in the stock for years. I buy "disasters", the reality is the revenue miss was only 10 basis points but it was a surprising loss and the company gave no "head's up"... they gave guidance should feel good about. I dont think there will be a material lift becase they didnt give anyone a heads up. No one likes this sort of surprise. No one will trust the company for quarters." Then Judge Wapner say "The punchline is, all that said, you bought MORE" (he has been buying all year on the way down based on other videos). Despite the negative comments Josh responded to Scott... "I bought more. If you listen to the call you are not a seller, they just had a surprise loss from rising costs and didnt give anyone a heads up. Its not as disastrous as the price decline, when you surprise analysts like this no one will trust the companies until they put together a few quarters. If I am a short term investor there are way better places to be."

WTF? I hated the results, will take quarters to remedy and Josh is averaging (way) down and is buying more?

Trade Tracker: Josh Brown buys more Shake Shack and shares his bull case on Uber   $69 i bought more in the name.

https://t.co/9EpGlVKuJR

Parenthetically, ten months ago (at $115/share)   Jim Cramer got into the Shake Shack act in this interview.  Jim: "Could this be the correction we have been waiting for? I obviously think this decline in the price is the time to get it."

We've taken 10% of the cost out of our restaurant buildouts, says Shake Shack CEO - YouTube

https://t.co/R14a0Bf1ug

My criticisms in these series are based on actual broadcasts - and reflect, in my view, a superficiality and over confidence in view. There is rarely a pushback from moderators regarding large investment boners and even less frequently an admission of ownership of losers by panelists as they view their appearances on @CNBC as a productive way of selling a service or gathering assets.

This series tries to resemble "Meet the Press" Tim Russert's style of investigative reporting - documenting things said in the past. I leave little to subjectivity.

If you think I am being ad hominem please tell me as that is not my intention.

Rather, my intention is to deliver exactly what was said that led to an extremely poor investing decision that was delivered to the network's (unknowing, cause not time stamped) viewers.

No one else does this fully.

I call out the B.S. as, unlike many professionals, I have no interest in appearing on CNBC.

@SquawkCNBC @joesquawk @andrewrsorkin @beckyquick @saraeisen @SullyCNBC @TheJudgeCNBC @carlquintanilla @cnbchalftime @CNBCFastMoney @guyadami @tomkeene @ferrotv @lisaabramowicz1 @annmarie @business @gnoble79 @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @Convertbond @fritzalders @pboockvar @guyadami @WhitneyTilson

[Ford Smith @SamoFord]

@SuperDuperInvst Share today!

[Ford Smith @SamoFord]

@SuperDuperInvst Just subscribed!!!

[Ford Smith @SamoFord]

@SuperDuperInvst @stockmom I hit in at 85 cents thanks to you!!

[Ford Smith @SamoFord]

@SuperDuperInvst How do I subscribe?

[Ford Smith @SamoFord]

@CallMeMissMolly A twat

[Ford Smith @SamoFord]

@llitsuacouple2 @HotwifeSonyC @SanDiego_Jeni Arby's