Frank Curzio 00:00

What’s going on out there? It’s Thursday, October 8, and this is the Wall Street Unplugged podcast where I break down the headlines and tell you what’s really moving these markets. Mr. Creech, what’s going on? How’s everything? Do you know what today is?

Daniel Creech 00:18

Another beautiful day in paradise.

Frank Curzio 00:19

Another beautiful day. It’s Q&A day, you get to ask questions, but it’s more important: it’s International Lesbian Day. Did you know that?

Daniel Creech 00:26

No. I did not know that.

Frank Curzio 00:27

Shout-out to all the lesbians all over the world. It’s also another special day: it’s the first hurricane of the year, which is amazing. Usually we get tons of hurricanes, we know, because we’re in Florida. So Hurricane Isaiah is about to hit the Gulf Coast, and to prepare, this is by far the most important thing that’s going to save your life during any hurricane. Listen to this.

Daniel Creech 00:53

Clear. If you’re in a state where hurricanes often strike, like Florida or the Gulf Coast or into Texas, a vital part of preparing for hurricane season is to get vaccinated now. Everything is more complicated if you’re not vaccinated in a hurricane or a natural disaster hits. Let me be clear.

Frank Curzio 01:15

So go out there, guys, and get vaccinated, and you’re going to be okay and get saved by the hurricane. I hope in a textbook they explain, like, what really went on during COVID and how crazy it is. You notice how it doesn’t even really exist, right?

Daniel Creech 01:28

They won’t. They don’t even tell you that guy has been dead for 3 years.

Frank Curzio 01:31

I know, I know. Right.

Daniel Creech 01:33

Weekend at Biden’s. Playoff weekend at Bernie’s for a non-movie level.

Frank Curzio 01:36

Crazy. I mean, the shit that went on, the money that— like, Pfizer made, that some of these companies made, and the vaccine. You need boosters. Boosters. Boosters. And more boosters. And more boosters. I mean, just— just the lies and the politicians and what they told during that period, and it resulted in people actually dying, right? And kids. And how many kids they fucked up just by keeping them in houses when they knew that it didn’t impact them at all. At all. For kids that are under 15 years old, it’s— it’s insane. It’s really, really insane. But anyway, let me—

Daniel Creech 02:10

How many jabs did you get over there?

Frank Curzio 02:12

Hmm?

Daniel Creech 02:12

How many jabs did you get? Did you just get one?

Frank Curzio 02:14

What do you mean?

Daniel Creech 02:15

Did you get any?

Frank Curzio 02:16

I got one. Yeah, I like—

Daniel Creech 02:17

Oh, yeah, because at first they wouldn’t let you travel anywhere.

Frank Curzio 02:19

Yeah, because I needed to go to travel, yes.

Daniel Creech 02:22

That’s like a badge of honor. People can say, “Oh, I only had one,” or “I only had two,” or “I didn’t have any,” or whatever.

Frank Curzio 02:26

Well, if you were in New York City and had none, you couldn’t go to work. If you were a nurse, they fired you.

Daniel Creech 02:30

Hey, nobody cares about New York City, Frank. That’s their fault.

Frank Curzio 02:34

Hey, it’s not just New York City. California a lot of people—

Daniel Creech 02:36

You want to be knuckleheads and live there and live under a cage and do it? Enjoy it.

Frank Curzio 02:40

Yeah, they went after a lot, a lot of people, man. A lot of people they went after for not getting that jab.

Daniel Creech 02:45

Quickly, and last thing from me. I was very fortunate, A, because you have common sense, and I appreciate working for you for that. However, as luck would have it, I was in Arizona at the time and then moved to Florida. Both made mistakes in locking down and playing that part, but at least those guys kind of reversed it sooner than later, especially Florida.

Frank Curzio 03:01

Yeah, I know. It’s been crazy. Anyway, it is Q&A day. You can go to askkershaw.com, ask anything you want. We do this every single Thursday. It’s about you guys. Ask questions. So we didn’t really get a lot of questions this week, but askkershaw.com, if you go there, Dan Lyons, any questions on stocks, the economy, Fed, anything, sports, America, whatever you want. So use it to your advantage. Lots of— lots of great questions we’ve got over the past few weeks. Not so many this week, but yeah, just sometimes we get a lot, sometimes we don’t. But when we do answer your question, we’re going to send you an email to say, “Hey, listen to Thursday’s podcast. We’re going to be answering that question to help you guys out.” And, you know, with so much going on, I’m surprised that we’re not seeing even more questions, with the market all over the place. Interest rates on the rise, oil price on the rise. We know that war now is not going to end before the midterms because I think, you know, the purpose was to extend it as much as they can through these midterms.

Frank Curzio 03:53

I truly believe that. There’s a lot at stake if you do that. When it comes to Iran or Iran, but if you look at, you know, you look at the whole war in general, I mean, look, it’s not going to stop anytime soon. Now we talk about bombing, oil prices are up a lot, so just, you know, and it’s impacting stocks. It’s going to— listen, leverage destroys value. And it’s— it’s leverage was starting to destroy value 6 months ago before we saw, you know, these rates really, really spike now. And, you know, these companies are sitting on debt, the payments. I mean, it’s crazy right now. You have to be very, very careful. We could tell you that. Yes, we know stocks hit all-time highs this week, but it’s mostly— listen to yesterday’s podcast. It was mostly 10 stocks, 12 stocks, and the rest of the market is— a lot of— a lot of danger going into this earnings season, guys. A lot of danger.

Daniel Creech 04:44

Yeah, quickly, Trump did make an off-the-cuff comment, as he always does and he always will, about maybe rebombing or whatever. However, the media is totally misleading this. Oil is up a little bit today because the freaking hurricane that Frank just talked about is threatening to shut down some refinery production in the Gulf, which is huge right now, considering we’re running at near capacity or more, which is not normal to cover up. So yes, the Iran is still playing a role in large— large increases in prices. I’m not making excuses for that. But the current one, if I can pinpoint it down to something, is the hurricane. And notice the media is not mentioning that at all because this one isn’t wiped. I mean, they are absolutely a joke, but yeah, oil is up today.

Frank Curzio 05:26

Even the stories, everything has political bias. So many—

Daniel Creech 05:29

Which is fine. Everybody does. They just ought to say so.

Frank Curzio 05:31

It is crazy. But be aware because that provides opportunities. That’s why we mention it. Lots of opportunities. And let’s begin with this question here. So this is Ken, and this is a question from a few months ago that I pulled that I happened to see when I was doing a search. He asks, “What does it take to be a good stock analyst? There’s so many variables to look at, different styles, value, growth. What separates a good stock analyst from the not-so-good?” Dan, you want to take that one first, or? I’m going to go into that.

Daniel Creech 05:54

Ah, you can. I mean, I’ll fill in, but go ahead. You’re the expert.

Frank Curzio 05:57

I mean, I think the most important thing is being humble. And we saw that today with David Faber, interviewing David Ellison, chairman and CEO of Skydance, who just closed one of the biggest deals, you know, Paramount in Time Warner. It was amazing he closed that deal. He did a great job. Yes, I highly love it. I think they said they have $6 billion in just interest payments annually, which at a time when rates are skyrocketing. And I understand what he’s doing and what he’s creating because these companies are all based on content. Right now, Paramount has the greatest content out by far. I mean, Tales Sheridan, Lioness, you got Tulsa King coming out. Just great, great, great content always coming out. They said they’re going to promise 30 movies. And remember, this is coming— the Ellison name, right? This is coming from Oracle, who’s, you know, one of the kings of AI. And that’s where the market’s going, where how do you create new content? And he talked about this, right? And the co-CEO as well, is how they create new content where I think he talked about, oh, was it the original Terminator with James Cameron and how it was a few million dollars?

Frank Curzio 06:58

And look what it did to James Cameron’s career. Look what it did to everyone’s career in that movie. And today you cannot do that because it costs, you’re saying, you know, $60, $70 million budget. No one’s going to fund, right? Because a $70 million budget in today’s terms, like, no one’s going to do that for a first-time director, first-time anything. But AI shrinks those costs tremendously. Yes, it’s going to impact the industry. You know, you’re probably not going to know it as much, being someone who’s a casual viewer, but I like what they’re doing here. But the amount of debt they took out for this deal, it’s going to take a while to work out. So, but the point is, with David Faber was on there and him and Kramer were going back and forth, and David Faber did a great job in the interview. Kramer was saying, “Hey, you know what? You know, what about the NFL rights? Are they going to need, you know, even more cash flow to sign these sports rights?” And Faber goes, “Damn, you know, I should have followed up on that, on the NFL in that interview.” And I love that because Faber is the best when it comes to analyzing deals, especially these major deals.

Frank Curzio 07:53

I mean, he really digs through them. He’s got great sources. And he’s still, at this stage, doing it for whatever, 25, 30 years, he’s still critical of himself. And that’s how you become the best. It’s work harder than everyone else. But once you reach that pinnacle and you are the best, you have to work twice as harder to maintain it. And that’s what you need to do. And that’s why you don’t see it often and people are so attracted to that, where you have the Jordans, the Gretzkys and Tysons. You know, Mike Tyson. Jordan was so great, he denied some of the greatest basketball players in the world from winning championships. I mean, you look at John Stockton, arguably one of the greatest point guards ever, I think he still has his assist record. Khal Malone, unbelievable, right? Charles Barkley, Patrick Ewing, Reggie Miller, Chris Mullin, these are all, like, on the top 50 of all time. He denied them, right? And coming back even for the second time in those championships and seeing how hard it is to stay on top.

Frank Curzio 08:44

That’s why the Dodgers, you see the Dodgers kind of failing a little bit. Yes, they won the series, but it’s kind of like, you know, it’s hard to maintain that desire after winning once, twice, three times. It’s just difficult, right? You need this passion and you need to sacrifice almost everything else in your life. If you notice, almost everyone that does that, that their lives, you know, if you really want to be the best, you have to sacrifice. You got to put the time in. But in our industry, you know, I was fortunate to work with my dad, who was a value guy. And, you know, I didn’t realize that at the time. I was young. It wasn’t like I planned it. And then going to Kramer was huge because Kramer was all about growth and, you know, people had inverse Kramer index and all that shit. Look, I’m not his biggest fan, but I can tell you one thing, that he’s the first one that told you to buy, you know, all the FAANG stocks and he’s up, you know, hundreds of thousands of percent on them, which nobody fucking mentions, right? So, you know, you got to be look at both sides of the balance sheet, right?

Frank Curzio 09:31

Yes, he has some losers. We all have losers. That’s fine. But he had some of the monster winners that nobody really had really early on that are up tens of thousands of percent. And those easily cover the losses, right? So I’ll give him that part. And like what he did at COVID and you have to wear masks and stuff like that and partner with, who’s it, the idiot from Salesforce? Anyway, that’s a different story. But in our job, you need to be super confident. And it’s hard, right? Because sometimes that’s mistaken for ego. And it’s not. Being confident is not about ego. It’s not about, oh, I’m better than you, whatever. You have to be super confident, especially for me, because there’s hundreds of thousands of people listening to me. And I want to make sure I get that story right. I make sure I’m getting the right information out, right? So, you know, people paying close attention to what I say, and it’s not just, oh, this guy said these sneakers are nice and that’s it, and they bought the wrong sneakers.

Frank Curzio 10:22

They lose money if I’m wrong, right? It’s a big responsibility. So you have to be confident, but you also have to be humble to the point where you’re willing to learn. You’re willing to own your mistakes because that’s how you truly learn when you have mistakes. For me, you know, just going even on our conference, we’re going to have probably $10 billion of net worth in that room. I’m going to be interviewing, I think it’s 16 CEOs on stage in basically a day and a half, which is crazy. I could have them go up there and do their own presentations, but I’m going to interview them. And every one of them I learned from, right? And that’s the key, to constantly learn. I’m in my 50s and I love it. I feel like I don’t know anything because I talk to so many brilliant people. So you have to have that confidence in yourself, but, you know, hard work because nobody’s going to teach you. You can’t teach that to anyone. You either have it or you don’t have it. If you don’t work hard, you don’t work hard.

Frank Curzio 11:14

If you do, you do. I can’t—if you give me someone that works hard, I could teach them anything. I don’t care if you have a degree. I don’t care about any of that shit. But for me, it’s putting in the work. And I love doing what I do. I don’t think anyone works harder than me. I don’t think anybody works the hours that I work in this industry constantly. I love doing it. I love learning new technologies, new trends, talking to brilliant people across the industry. And, you know, that’s how you have to be. And that’s the biggest thing about learning, being able to learn new things, learn value, you know, learn growth strategies. I love learning different methodologies because you can choose and pick different things that work and don’t work and create your own. And, you know, over time you learn from your mistakes because you’re going to have lots of mistakes. You’re going to have losers. You want to limit your losses. And the experience, you know, experience trumps everything. You could be great at something, but through that experience, right now, if you’re looking at anyone that’s been in the market for the past 10 years, they haven’t really experienced a bear market, right, Daniel?

Frank Curzio 12:13

I mean, outside of COVID, which is 2 months, you know, you really haven’t experienced a huge, like, 30, 40 percent drop. Like, oh my God, like, credit crisis. You’re 60 years old. You just retired. You’ve set, you have a million dollars. You have, you know, your house fully paid for. Next thing you know, the value of your house goes down 50 percent. Your portfolio goes down 45, 50 percent. And you’re 60 years old going, holy shit, am I going to have to work for the rest of my life? And you can’t put your money any place else because interest rates are zero, right? So what are you thinking? When you go through those emotions, you wonder why people in 2010, ’11, ’12, ’13, so many people didn’t jump back into the market. They’re like, holy shit, the market came back. Okay, I’m going to just, you know, earn 2 percent or stay there. I just can’t lose money because at 60 years old, what do you do? When you’re younger, you lose your money. Fine. You have plenty of working power. But, you know, going through the feelings, you can’t just look and read books and shit like that and learn about the market and stuff.

Frank Curzio 13:06

You really have to go through experience because it’s emotions that you build on, which train you, right? That’s the most important thing is the emotions, the ups and downs, and seeing, you know, oh my God, I lost all this money and the feeling. You can’t have, you know, model portfolios and just, you know, oh, this is what I would have done. No, you got to go through the ups and downs, the emotions. And people say, you know, take the emotions out of stocks. You can’t take the emotions out of stocks. It’s like watching your favorite sports team and not cheering for them. It’s impossible, right? Because you just—things just don’t work sometimes. The market’s down today. The overall market’s down. Maybe your stock’s 10 percent. You’re like, what’s going on? Nothing. The overall market’s down. Maybe you have someone that’s liquidating a fund or something because they did too leverage. So you got to keep learning and going forward and further because right now, we’re in unprecedented times where there’s no books that have written about, you know, what happens in a $40 trillion market where rates are spiking higher, the highest levels in 24 years.

Frank Curzio 13:54

Why are they spiking for where they should be coming down? They’re not coming down. There’s nothing the Fed could do for the first time, right? They’re trying to raise rates and telling you they’re trying to control inflation and rates are still fucking going higher, right? We told oil is going to stay at $50, $60, it’s at $100. Oh, this war is going to last a month. Well, it’s not. It’s now six, seven, eight months in and we know it’s going to continue to go and keep oil prices elevated. How do companies operate in this environment? AI, brand new, changing landscape of businesses. They’re laying off more employees than ever and their profits are surging, right? And their revenue is surging. So they’re not laying off to cut costs. They’re laying off because they don’t need these employees anymore. So you look at an environment all the time. This is an environment that’s different from anything we’ve ever seen. There’s no playbook that you could read and say, oh, this is going to happen eventually. No. And we have some of the greatest short sellers in the world saying AI was going to crash for the last three years.

Frank Curzio 14:39

And, you know, some stocks are up 700 percent to 1,000 percent on that. So, you know, you always got to keep working, keep learning, talk to people who have been there and done that in the past. And for me, my network with this podcast is incredible. I get so many emails real-time. It’s downloaded in over 130 countries. I still can’t believe how many people listen, which is incredible after 16, 17 years. But, you know, just willing to learn and also be confident and work as hard as you can is some of the things that, you know, make you, you know, really great at what you do.

Daniel Creech 15:12

Well said. I’ll just say the good news is there’s no moat to it. You can start reading the annual report or anything like that. If you’re interested, just start digging in with AI and the internet and everything. I mean, we have so much information. That’s incredible. So start reading up on that. I would just say beware of the gray area because it can drive you crazy when you do all this research and you think you know a little bit about the company or the products or what they’re doing. And then you see people with charts that have no idea what this ticker symbol is and they’re trading like crazy and making money. More than one thing can be true. You can make money in charts. You can ignore fundamentals. You can study fundamentals. You can ignore growth. I would just get used to the gray area. And then to Frank’s point, yeah, there’s nothing out there to read that tell you exactly what it is, but you can get some great knowledge off of past people or successful people. Pick your favorite people.

Daniel Creech 15:59

However, I would just say get comfortable with losses. And that’s something that’s still not easy. I know that, hey, I’m going to make some bad calls or bad recommendations. I’ll make a bad investment with my own money. But admit it, when you see red or you lose, you know, hundreds, not hundreds, but if you lose hundreds to thousands to then have six-figure swings or more, it pisses you off. So don’t act like it won’t because that’ll drive you nuts. And drive you to drinking, Frank. Don’t drink too much.

Frank Curzio 16:24

And always be.

Daniel Creech 16:24

Moderation on your vices.

Frank Curzio 16:26

Always, always, always be willing to adapt. That’s the biggest advice I can give you because don’t ever be set in your ways. I mean, P ratios, they don’t matter. The growth does, right? People look at a P of 65 and say, oh, man, the market’s trading at 20 times P. This is crazy expensive. Sometimes that company deserves that premium because they’re growing exceptional. And you’re looking at that growth and saying, oh, it’s going to take this amount of years to grow into it. No, you have to look at the total addressable market. When you look at your total addressable market, the more you increase that and you become a top player in it, the more revenue is going to go higher and higher and higher. Use Netflix as an example and comparing it to cable companies when I should have compared all the cable companies were trying to beat Netflix. And when Netflix was trading at a 250 PE, nobody wanted it. Now, we know the last past 12 months have been terrible for Netflix, but talk about, you know, 20 years ago.

Frank Curzio 17:19

Since Blockbuster said, no, you know, we’re not going to bother with you guys. You guys have no idea what you’re doing. And they put them out of business. Reed Hastings, one of those competitive CEOs you’ll ever see. So, you know, just things that you learn along the way of what matters and what doesn’t matter is crucial. And be able to flip because you’re a value investor. You’ve got annihilated since the credit crisis, right? Everything changed because the Fed changed the goalposts, right? Oh, let’s keep interest rates at zero forever, right? Whatever it was, eight, nine years. That’s unprecedented. So you can’t look at fundamentals because what you have to look at is take a step back and use common sense sometimes. Instead of using everything that you learn and say, well, when interest rates are zero, I can’t put my money any place else. Everyone has to come into the market. And you’re going to inflate every single asset. So anyone owning assets, 2010, ’11, ’12, ’13, ’14, all the way up today, those assets have gone up tremendously with interest rates low and inflation going higher.

Frank Curzio 18:11

Inflation’s great for asset prices. Not wild, crazy inflation. You see 10 percent in the market crashes, you know, like, you know, which is supposed to be transitory, whatever that was. But, you know, with Powell, but there’s just, you always have to be willing to learn. And that’s what I love about this job is because I’m always learning something new. I’m always analyzing a great company. And most of the stuff that you analyze, you’re going to get through a process where you analyze it for days sometimes and it’s not going to work out. Don’t get discouraged because that research process has helped me in terms of saving money by not going down the wrong path. So a lot of stocks that you research, if you research for every 10, there might be one out of 10 that you’re going to be like, hey, everything really matches up. I like this. But you’re going to dig through the research process, the whole structure of the company, the management team, the CEO, the total addressable market. And you might get to the end part and be like, holy shit, these guys have a pipe deal that’s going to result in massive dilution that I didn’t see.

Frank Curzio 19:04

And these guys can get screwed if they don’t meet their revenue targets. And then you’re like, holy shit, you know? And, you know, you can get wrecked. And then you’re like, oh, all that research was for nothing. No, it wasn’t. It was a big part of what you’re going to do next going forward. Most of the research we do here does not lead to a recommendation. It actually, you know, helps us improve our thesis, our analysis because of stuff that we learned that, hey, we passed on this stock. And a lot of times you’ll analyze a stock and it checks all the boxes. Before you buy that stock, just do comp analysis on some of their competitors because lots of times I find companies with a much better story that are cheaper, that are growing faster, that have better CEOs, that just had, you know, some investors looking at 13Fs that invested in the stock recently and, you know, inside of buying. And I’m like, holy shit, this is a much better buy than this one. Even though this stock is good and the whole industry looks great and that may go up, right?

Frank Curzio 19:55

Which is like top-down analysis. The whole industry goes up. You’re looking, you know, bottoms up is picking individual stocks, but I might see an individual stock that, and hey, you know what? Walmart, it’s not the best buy here. Maybe it’s Target right now. And Target has outperformed those guys tremendously in the past year, not the past 5 years, not the past 10 years. And people would say, oh, Target sucks. Target sucks. You’re right. Target sucks. But you have to look at the stock because a lot of that suckiness has been reflected in the stock. And all of a sudden, if you look at Target, and Joe, if you could bring up a chart of Target. Again, I’m doing this on a fly here. I just want to see. So if I bring up Target and then let me see over the past year. And then let me do some comparisons to Walmart. You could put up your chart and compare it to Walmart and then compare it to Costco.

Frank Curzio 20:47

So, you know, you’re looking at these percentages and you’re looking at massive, massive, massive output. 72 percent. You’re looking at Target being up in the past year compared to Walmart and Costco, which everyone talked about and said they were the greatest stocks in the world. If you scroll out to 5 years, which I’m going to do here, and again, we lose some of the percentages and stuff like that, you’re going to see a stock that is down over 30 percent. Target’s been horrible. So the point is, you know, something may suck, but you have to look at if a lot of that is reflected and is why we said, hey, SpaceX is a pretty good buy approaching $100 because, hey, we had the lockup period to come in and people were worried about everything. Everything that, every risk was factored in and the stock has gone, went down 30 percent right off the bat. And sure enough, the stock has come back tremendously. But don’t always hate the stock forever because a lot of times, you know, if you look at Target, Target, and you just look at a year and you just woke up and say, hey, I want to buy a stock, you know, 12 months ago, whatever, and you say, hey, Target, Target looks like it’s the greatest thing in the world compared to Walmart and Costco.

Frank Curzio 21:45

We know that’s not the case long term, but the last year that’s been the case because they’ve been beat up and now they figure it out. You know, again, you’re always learning, you’re always learning, you’re always learning. And, you know, check your ego out the door. Listen to people who have been there and done that. And, you know, be humble. Like, own your mistakes and learn from them. That’s how you become a great analyst. Now, wow, I really beat that question to death. Let’s go into GLP-1s. We just wrote about this too on @FrankKurzio, two different posts we had on this. Again, the traffic we generate on our X account is fascinating. Thank you so much for all the support and just, you know, all the viewership. And I think we finished last month with 15 million views and impressions in one month. I mean, if you look at all of Twitter, that puts us in like the 0.0 whatever percent, a 0.3, whatever it is. You know, if you look at our followers, our followers, people have millions of followers.

Frank Curzio 22:37

And I think we have like, you know, 53, 54,000. We had 8,000 like a couple of, probably 18, 24 months ago. But it’s really the impressions and how many people are really, you know, watching your content, viewing your content. And we’re in the top on all of X right now, which is incredible. Thank you so much. But GLP-1s is such a big market. We talked about this a lot of times. And Martin asked, who would be the biggest winner in the GLP-1 fight right now and which companies will get hurt the most? Joe, pull up a chart of Eli Lilly if you can. Wow, 1144. This is an incredible company. So I never thought you would say, and look at the market cap if you scroll down, that we would have a pharmaceutical company with a trillion-dollar market cap. That puts them pretty much, I would say, number 8, number 9 maybe, as one of the largest companies in the S&P 500, Eli Lilly. You know, you bring out a chart there and it’s incredible, but this is a massive market. And they’re just getting started because GLP-1s, it’s not just about weight loss.

Frank Curzio 23:33

They’re seeing so many other effects, positive effects to this, to the point where I hate insurance companies because insurance companies should be covering this for everyone, no matter what, because they’re saving, you know, again, insurance is the biggest scam on the fucking planet, especially when it comes to healthcare. But, you know, these companies are making an absolute fortune. And yet you’re seeing the levels of the people that are taking this where, yes, there are side effects and muscle loss and stuff like that, but what it’s helping out is heart disease. I mean, you know, you look at statistics of heart disease, it’s incredible. And, you know, less people going to the doctor and helping out with diabetes and stuff. And they do cover a little bit on the diabetes side, but insurance companies should be covering this because they’re saving so much money. But of course they won’t because they want to make money. That’s all they care about. And when you look at Eli Lilly, the monster in the space, Monjaro, Zepbound, you know, just a great company.

Frank Curzio 24:21

And you look at Regeneron, Amgen is becoming a big name in the space. But if you want to pull up that chart, I’m pretty sure that’s near an all-time high. They have a great pipeline in the space. Viking has their own shot, which most shots are weekly. This is a monthly injection. And two weeks ago, the data showed that people are taking their, who take that one-month injection, they kept up to 90 percent of their weight off. So just the injections, yes, there’s pills coming out. The pills are not as good as the injections in terms of total weight loss. But here’s a company that has an injection that’s once a month. It’s like right in the middle. Hey, not every week an injection, but once a month. And it shows that it’s really working long-term for people that take it. Losers in this space, I mean, Constellation brands, yes, we saw, you know, it just is a name that’s been annihilated when it comes to alcohol sales. You’re looking at Pepsi, it’s got annihilated. You’re looking at, you know, Mondelez, McDonald’s.

Frank Curzio 25:19

You know, just there’s so many brands. I put up a year chart on that. I mean, you put up some of these charts and where these stocks are. It’s clear it’s GLP-1s, right? If you’re on GLP-1s, you just, you’re not eating as much. You just don’t like sugar. You don’t, you’re off fast food and stuff. You know, it’s remarkable. So Novo is Ozempic and Wegovy. That’s has gotten annihilated. It’s like the Blackberry in the space. They pioneered GLP-1s and literally did the Apple thing. And then they took the idea and turned it on steroids. And now, you know, Lilly is by far the biggest winner in the space. Put up a Novo. Do you have a chart of that? Let me see. N-O-V-O, looking on my side too. A Novo Nordisk. I mean, this is a name that was exceptionally higher. It’s been beaten up near 50. It’s amazing with this trend that it’s near 52 week low. But you look, this is a stock that was at 142 once and now it’s 37. So a name that’s clearly has not benefited as much.

Frank Curzio 26:24

But I will say the winners in the space too, you could look at also AI and robotic companies like Telescope Innovations that we recommend on our newsletter. We did great on and we sold it. We might be getting back into this. And they do a lot of the stuff behind it and testing these drugs and do it at a much lower cost because they’re using robotics tied to AI. And, you know, when you look at their system, and I saw these systems at Visma’s company personally, Pfizer was a test case and they just ordered another system. You have, I think it’s a Korean healthcare company one of the largest in the world also ordering a system. And this is a tiny company. I think it’s a, you know, very small market cap. I don’t know what it is, 29 cents. We sold a lot higher than that. This is a name we may look to get back into. Also, Absys is another one, ABSI that we’ve had. It’s been up, down, up, down. It’s in our portfolio. We’re up over 100 percent on it now. Doing very, very well. And we almost stopped out.

Frank Curzio 27:12

And I said this stock is, I think we recommended at four or whatever it was. And I said this stock is actually going to get, we’ll get stopped out at a 50 percent stop or this thing’s going to 40. The thing is really starting to take off now because they have great technology. Their whole company was based on AI three years ago before AI was really a big thing. They’re one of the leaders in the space now where just, you know, they have an AI drug creation platform. And a lot of these companies turn to them to help them out to lower their costs. And, you know, it’s incredible. I will say this, Dan, before I turn over. I don’t know if you have any comment on this. There’s a monster-monster trend within healthcare and it’s peptides, which GLP-1 is a peptide hormone. It’s great for healing athletes, lowering inflammation, helps muscle growth, which is massive for anyone taking GLP-1s. B12 gives you energy, develops brain cells, helps the body produce healthy red blood cells. And now they have pharmacies that are compounding the GLP-1 with B12 inside of it together.

Frank Curzio 28:09

And a lot of this anti-aging. And anti-aging, whenever I talk to a company, Dan, over the past 5 to 10 years that said, hey, we have anti-aging, I was like, I was like, it’s the worst thing you could ever say. You don’t want to say anti-aging because first of all, it’s not an immediate effect. It’s not a good marketing because you could say vitamins are, you know, anti-aging. You could say that, you know, working out is anti-aging. Like, you know, if you ask people, what do I need to do? It’s kind of like if when we started products and we ask people, hey, what kind of product do you want? They’re like, we want an income newsletter. Nobody wants an income newsletter. Nobody wants to fucking buy an income newsletter. They’ll say it. Just like, hey, you know, what do you, well, I want to eat healthy. You know, I exercise. And you’re not going to eat healthy. You’re not going to exercise all the time. People don’t. What they say and what they do and what they want are two different things, right?

Frank Curzio 28:56

So, you know, anti-aging is always a tough sell. I’m like, you know, it has to be something immediate. But when you see people on these GLP-1s, I think a big winner, which is one of your names, Daniel, is him or hers could be a monster play in this. I mean, personalized care where most have no clue about peptides, which ones to take, where to get them from in the pharmacies. This Pixin Shovel plays. Pull up a company that is PPGN. I don’t know the size of these. I’m just doing, you know, searches and stuff. But they create custom commercial peptide manufacturing. Is that up there? So, you know, again, I’ve done no research on this company. I’d like to see a little bit more about on it. BHM Holdings is another one. They provide core peptide synthesis and manufacturing. I just started researching this industry and I just started on my own peptide schedule with a doctor. And I did so because everyone I talked to and guys I got off with, probably between 45 and 60 are on these things.

Frank Curzio 29:56

And I’ve seen the difference over the past six months where I see the difference in the color of the skin. They look younger. They have more energy. Every single one of them swear by it. It’s not like someone’s like, oh, I had a bad experience. It just gives you more energy, which, you know, and that’s at an age where you have people that are in prime of their career where, you know, they could spend on some of this. And maybe it costs like, you know, $1,000 a month for everything. But when it comes to these GLP-1s, it’s, you know, the biggest risk is muscle loss, protein loss. And there’s a lot of GLPs that are coming out that are going to help this tremendously. Yeah, just really cool. That’s a big trend in this market. So I don’t know if you had anything else to say on that. Hims & Hers, I know is a company you follow, but I just think if they can get it right with that personalized medicine, being able to call someone and say, this is my body, here’s my labs, what do I need, how do I get this better?

Frank Curzio 30:45

You see how low your testosterone is. It’s just everything across the board where they have these peptides now that they could give you. And they’re working tremendously. And this is the next stage where it looks at Eli Lilly is huge in this as well, creating more and better effects for that current drug and Zepbound that people are going to start buying pretty soon.

Daniel Creech 31:04

Yeah, the Him & Hers real quick was a good tradable stock for us. We were in and out of the Dollar Stock Club. It’s gotten a lot of drama around headlines. And honestly, I think it’s too much of a coin flip right now. I haven’t looked at it. I’m not saying you shouldn’t. I’m simply saying they were constantly back in lawsuits and things over products. And I just, the whole GLP-1 thing baffles me anyway. So when another thing on the analyst question, when you don’t know anything about anything, just move on.

Frank Curzio 31:30

You know, it’s real quick because there’s a company presenting at a Kurzweil One Wealth Forum. And this is in a couple of weeks that’s raising money at an $8 million valuation that we’re going to have access to, which is backed by the founders of SlimFast Fortune, which they sold for over $2 billion. And now we’re in a huge venture shop investing in food technologies, enzymes, health. This is how I got CAFRY. They’re going to be our biggest sponsor, actually. They’re our platinum sponsor at our event. And this company’s technology tracks muscle and proteins for individuals and it’s personalized medicine, which is massive, given that 108 adults now on GLP-1s. So Kurzweil One members will be able to invest in this company, this private company. They’ll first hear about it at Kurzweil One Wealth Forum, which is just a few weeks away at Pier 66 Hotel in Fort Lauderdale. We have an unbelievable lineup where COVIVO, DGXX is going to be there, Sugafina, Eye Oncologies is a company IPO in a few weeks with amazing immunotherapy technology to treat brain cancer.

Frank Curzio 32:26

And this company comes from the University of Florida, from the top doctors there, right? They basically run the department. And I’m going to interview two of the leading doctors at UF on stage at my conference. So they’re going to be there and you’re going to learn a lot about this company, which is fully funded, has great backing. It’s going to have a lot of cash in the bank. This is a name that’s going to pretty much go public around three weeks to four weeks from now. I’m hoping it does before the conference, but they’re going to go up, tell that story. They’re going to ask them a lot of questions. I looked at immunotherapy, so many different stocks. They’re approaching it a totally different way, which is amazing because it’s just fascinating to see where, you know, when you get cancer, your immune system is like the most powerful thing in the world. But once you get cancer, it fights cancer and then it gives up. It’s all we can’t beat and we give up. So now there’s technologies and gene editing that says, hey, keep fighting.

Frank Curzio 33:12

That’s fine. But what you don’t realize is the cancer cells get smarter, right? And then they start changing. And so now that you have the immunotherapy, they’re just basically changing. And you have immunotherapies that are based on that current. Can’t think about the flu shot in the flu. There’s hundreds of strains of the flu. If you get the flu shot, it only covers a couple of strains of the flu, not all the strains of the flu. People don’t know that. So it basically transforms itself into something else, right? And how do you do that is they have technology that actually builds the immune system much, much higher before you start the immunotherapy process. And it’s fascinating technology. It’s great because these two doctors, folks on brain cancer and also folks on the pediatric side, think about that because when you have brain cancer, specific types of brain cancer, the survival rate is 7%. They’re dealing with people almost every single case that they deal with is someone that is going to pass away.

Frank Curzio 34:04

That takes a certain, you know, person to do that. And they want to try to fix that. And of course, curing it is one thing, which is years away. But, you know, just being able to treat it and extend it, that’s how we learned how to treat so many cancers where cancer used to be a death sentence in so many different places. Now it’s not, like, especially in breast cancer. So and other cancers that you could find, you know, early on and get tested. So it’s fascinating. I’m going to be talking to these two leading doctors from the University of Florida on stage and it’s going to be so much fun. Over $10 billion in net worth in that room, all sharing their best ideas. And you as a WOM member get to hang out with them personally, ask questions. That’s what the conference is about. It’s networking. It’s really cool interviewing people on stage instead of them just getting up there and going over their presentations, which is awesome. So that, he’s going to talk about, you know, peptides and this technology and how you could find out, like, how much muscle loss you have and basically on a weekly basis and what you could take and what you need to do.

Frank Curzio 35:02

So really, really good technology is going to be there. It’s going to be good examples. It’s going to be a lot of fun. I’m going to do taste tests with coffee, with CAFRY, which removes the caffeine and stuff. You know, I’m going to have taste tests on that. But a lot of people are going to display their technology right up on stage, which is cool. And you get to sample a lot of the stuff. And it should be a lot of fun. It’s just a couple weeks away, which is awesome. It’s towards the end of October, which the official dates are 25th to the 27th at Pier 66. If you’re interested in coming, you’re a WOM member, please email me. We have a couple of slots left only, but if you really want to attend, let me know. Especially if you live in Florida and want to attend, it’s a lot easier. You don’t have to stay at the hotel. You can just go there for the conference. But give me a shout at frank@curzioresearch.com. Dan, let’s go to your question because we have like a funny question, but I know you have one, which is for a company called Host Digital.

Daniel Creech 35:50

Yes, Frank, not you, Frank, a different Frank. Emails us a lot. He’s a great sub. He says he recently came across Host Digital, H-O-S-T is the ticker. Would like your thoughts on it. Host Digital Infrastructure has secured a 15-year take or pay lease with one of the world’s largest privately held cloud infrastructure companies. That covers 43 megawatts of critical IT load, existing data center facility in Northeast Oklahoma, Frank. Northeast Oklahoma. Host recently completed a public offering. Pull this chart up if you would, Joe, at $8 a share. Now trading well below that price. Like to hear your thoughts. If this would be a good opportunity to buy at 40-ish percent discount. Always, Frank, you, Frank, value your expert opinion.

Frank Curzio 36:39

You want to go first on this one?

Daniel Creech 36:41

Sure. Yeah, I, so at current prices, like Jeopardy! does, the answer first. If you want to play with this, this is a high risk, high reward, extremely speculative. But you want to buy, and I’m going to say this word loosely, crap like this. I’m not saying it’s all crap. I’m simply saying when charts look like this, you have penny stocks essentially, it’s better to buy when they’re going down, not skyrocketing and chasing them. So I say all that because obviously you’re interested in the AI play, the large footprint of data center and such demand. Now, Host Digital is a wild story and there’s a lot of webs going on. First of all, that’s the year chart.

Frank Curzio 37:20

It means nothing, the year chart.

Daniel Creech 37:21

You don’t have to worry about backing it out because this company did a reverse merger. It was a health wellness company. Did a reverse merger. In fact, if you pulled up on Finviz, last time I checked, the description of the company was still selling like wellness stuff. Nothing about AI data centers and such. Then the company did a 35 to 1 reverse stock split. Again, that’s just all shenanigans and moves. Now, here’s what’s wild to me. They haven’t delivered any power just yet. Now, these are guys are going to be a landlord, basically a power landlord. So like DigiX and DigiHost, excuse me. Frank has talked about they essentially own the shell and they want everybody to come in and use their power. As Frank in the email mentioned, they did sign a good deal for 43 megawatts of power. They only have one site. It’s not up and running yet. They’re not generating any revenue from it yet. If you look at the presentation on the website, the company is going to deliver that power in Q1 of next year.

Daniel Creech 38:18

So sometime between January, February, March of 2027. The easiest thing here, and I know that this can fall on deaf ears, just hold them accountable. We’ve talked about management teams in the past. I’ve ranted about Galaxy’s management. We’ve boosted up Dell’s and different people’s management when they execute. But execution is key. Now, when you look at the management here, again, new company. One guy comes from Cantor Fitzgerald on the real estate side. Another gentleman, the CEO, he’s chairman. Then the CEO comes from digital assets and such. And listen, they haven’t delivered a data center like this per se, but I think the odds are in their favor on that. Again, hold them accountable to their own timelines. The wild thing here, Frank, and I will ask Joe, if you would switch over to Finviz and pull this up, because one great thing about Finviz is as you scroll down, it shows you the funds and stuff that hold it. And take all this with some salt. But as you scroll down right there, Joe, that green fund managers.

Daniel Creech 39:16

So you got Citadel that owns, what is that, 21% ish? Jane Street, about 16% ish. Of course, you’re always going to see the Vanguards and BlackRock. And then when you click the next tab, funds next to managers right there, a couple more should populate. But I always just, when you ever see Citadel and Jane Street, that kind of got my attention. What that means to me is this is going to be extremely volatile because those guys are buying and selling constantly. So this is going to be just a real volatile stock. They do have another site in Oklahoma. Frank, I can let you chime in here, but that’s a couple of the macro stuff into Host.

Frank Curzio 39:53

Yeah, just be careful with this company because when you see these companies come out right away, there’s not a lot of information on them. And I don’t know if that’s right to Citadel and stuff like that because this company is only one of them.

Daniel Creech 40:02

Exactly, yeah, curious on that.

Frank Curzio 40:03

I didn’t find that information on Capital IQ. You’re going to see things differently everywhere. Like if you go to CNBC website, it’s going to say it has a, you know, a $90 million, I think it’s $90 million market cap right now, but that’s not right. I mean, fully diluted, it’s $160 million market cap. So they started at NYWOD, $425 million market cap. So, and the stock is down tremendously. You know, it says they have $17 million in cash on a balance sheet. I think that’s accurate, but they also said they’re going to start generating $70 million annual revenue because they just signed that big contract. So, you know, if you look at the fundamentals, it looks good. However, this is a little different. I wouldn’t use DGXX as a DigiPowerX as, you know, they operate the full stack, right? DigiPower from power generation to substations, tier three data centers, and, you know, GPU compute, where this is kind of like the shell. This is more like Vivo. Like they own the shell and you come in and they rent it to you and they say, hey, we have the power.

Frank Curzio 40:51

Here’s a shell and you do whatever you want. Here you go. We’re renting you the facilities. It’s kind of like an apartment. You go in, you get to decorate it however you want. So, you know, more like Vivo, but I just, I need more information here because you need to see the structures of these companies. I don’t care what they do. I don’t care who’s on their board. I don’t care if you looking at the structure of newly formed companies, especially when they reverse merge. Not that reverse merge is terrible. It’s a much easier way than going through the NASDAQ, especially lately. Going through the NASDAQ or even the New York Stock Exchange process of IPOing is very difficult. So what you want to do is take a company that’s kind of a shell company and then reverse merge your company into that. And then you’re automatically trading and then you have to sign a deal with the current company, right? Because they have shares outstanding and are they just going to sell? Are they locked up? Are they part of the management?

Frank Curzio 41:37

Because, you know, you take, it doesn’t even matter what they did before. This is a wellness company or whatever. Basically, it was a shitty company. I was sitting there as a shell with cash on a balance sheet. They go and reverse merge. You bypass the whole process and expensive process and all the bullshit of, you know, people saying, oh, you just need more data. You got to refile sometimes and, you know, I’m constantly coming back and going through the whole auditing process. So it makes it a lot easier. Doesn’t mean that it’s worse, but, you know, then the reverse merge, get the share structure right. But you have to look under the hood because there’s deals, especially when you look at pipe deals. I don’t know if there’s any pipe deals. I tried to look. I couldn’t find that. I have to dig even deeper and go to SEC site to look at a lot of this stuff. Look at S1 and stuff like that. So, not the S1, but just look at everything in the structure of it because a lot of these companies, I’ve seen this before, they have structures where pipe deals, if they don’t meet their certain deals, that now you have this massive payout that goes out.

Frank Curzio 42:27

You have massive shares outstanding that go to some of these pipe companies for free, right? Because they didn’t meet their goals and revenue goals or cash flow goals. So this is a company that signed a great contract and looking at, you know, when you look under the hood, what I could see, it’s, hey, you have a really big contract, which is good, which is $1.2 billion, over $3 billion in total if they exercise all the options for rentals and stuff like that in the whole 15-year lease agreement. But, you know, they did say this tenet is expecting the first half, like to deliver everything in the first half of 2027. You better meet that estimate because this is your first contract. But for me, I just rather go with Vivo where Vivo is a much better place. The stock has come down. I added, I bought about, I think, you know, $43,000 worth of it. I love Vivo here. And this is a company that said that they had an announcement that they have a tenant, but they’re going to come out with the details.

Frank Curzio 43:17

I think the details are going to be very favorable for them. If I had to guess based on, you know, what we’re seeing and what they have available, 80 megawatts of power in just one spot, but they could scale up to, you know, two gigawatts, well over two gigawatts of power. And they’re in the Nordics, which is the cheapest power, and they have a lot of excess power there because a lot of it is hydro. When it comes to these alternative energies, look, if it comes to hydro, if it just, hydro is one of the best things. It’s so difficult. It’s billions and billions in cost upfront. But once you have it, this is why Warren Buffett always loved, you know, bond deals with hydro. And I visit these, you know, with Ross Beatty in the middle of nowhere, taking helicopters over the mountains in Vancouver. And just to see these sites, look, as long as the water’s running, which is forever, you’re going to have power forever. It’s very, very cheap. And now you’re hearing Microsoft, you’re hearing Google, you’re hearing all these companies going out there and Vivo sitting there with a massive amount of power, which everyone’s in dire need for.

Frank Curzio 44:10

They have it. They have the compute. It’s there. This company’s very early on and I just need to see the structure and I want to see a couple of quarters first. But there’s a lot of names in this space that are very volatile, that have been a lot higher. Some have been cut 50%. You know, so it’s important to get in early. This is one if you would buy, if you want to get in here, go and have position. But I still don’t know. Like I still, I have trouble, which I shouldn’t have trouble with all of our systems that we pay hundreds of thousands of dollars for. To find a lot of information. I have to go really dig in because there’s not a lot on this company right now in terms of the structure, what’s going on, the warrants and the exercise prices and all the deals in place, which I know all that stuff with Vivo, which again, is pushing lowering down another 5% today. And this stock has been getting hammered, but I just think that this company is screaming buy here. And this is probably going to be in a double digits in 12 months from now.

Frank Curzio 44:56

I think it’s a fantastic opportunity. I bought some at 330. So I’m not worried at all. So, and we recommended this thing, I think around two, a little over two originally. So, and it was higher, obviously, you see the chart, but I just think this is a good name. Now, I think there’s a name that you’re going to see much more newsflow come out of. I’ve talked to the people. They’re actually going to be at my conference and I’m excited because, you know, what they tell me and the power and the generation, everything that’s going on in Nordics, there’s this massive rush. There’s not a lot of companies, not a lot of places in the Nordics to get this AI exposure. And I really like with this company. The stock price hasn’t been acting right. I’m in it long term. I still like it. Nothing’s wrong with it, but you’re going to be able to buy it at a much cheaper price right now because, yeah, it’s pushing three and it was just recently four not long ago. So, and again, a lot of names I’ve been getting hurt over the past month, month or two.

Frank Curzio 45:42

You wouldn’t know that because the top 10 are holding up the rest of the market, but we’ve seen a lot of stocks and charts like this that have been selling off a lot through September. As most stocks, there’s more stocks hitting 52-week lows than 52-week highs, even though we hit market highs and record highs earlier this week. So, but that’s where I would go. Just be careful with Host. But good question. I like, you know, Irons another one. It’s a good one. There’s a lot of companies in the space that, you know, that you could probably get right now at a much better risk-reward because they’ve come down, they’ve crashed so much. Where was the high on Iron? I mean, you look at, this is a really good company. 76 is 36 right now. It’s incredible. So, I mean, you’re going to see a mad rush to these companies because of the power generation. You need power. These guys have it. It’s better than signing a 20-year contract for nuclear. It’s not going to be available for 10 years. But it’s kind of like it reminds me of Nvidia selling off when Dell sold off a little bit at some of these big names and AMD sold off a little bit and now these things are rocketed higher.

Frank Curzio 46:36

Same with Micron sold off. It just gives you an opportunity to buy these things cheaper because the thesis is very, very well intact. The biggest companies in the world that have the most cash flow and billions in cash flow that have trillion-dollar valuations are in dire need of power and these guys have them. So the more quicker they can get this power up and running, the more they’re going to sign multi-billion-dollar contracts for years out. And I don’t think that’s reflected in a lot of these stocks where they’re trading right now. With that said, I think we have one more question and this is going to be a fun one. So this is from Jerry. He asks, “Frank, why do you hate baseball so much? Always new faces that become great every year.” And he highlights Sal Stewart, which is from the Reds. 31 home runs, 105 RBIs this year. Parker Messick, who’s a Cleveland pitcher with ERA of 253. I looked up the stats because I had no idea these people even exist. He goes, “A player’s always exciting.

Frank Curzio 47:26

You have these hated organizations like the Red Sox and Yankees that make for great entertainment. And this is coming from a Reds fan.” I could see since you said Sal Stewart and probably, you know, any non-baseball fan never heard of it, but that’s pretty incredible. Rookie, 31 home runs, 105 RBIs. That’s pretty incredible as a rookie. I hate baseball because I’m a Mets fan and the Mets suck every year. And it’s not like you have a football team or basketball team. The Mets, they underachieve every single year because they’re usually top three in payroll. So they’re able to get the best players. They just get them at the worst times when they suck, you know, and they were great and they overpay for these players and it kills them constantly, constantly, constantly. But baseball, if you want to know the truth, it’s too long. I mean, you look at, do you know how many games, like so it’s 162 games for each team. You know how total games, the total amount of games are played in baseball? 2,430.

Frank Curzio 48:14

Who the hell has time for 200 games? Nevertheless, 2,400 plus games. An entire state, where every game, they don’t really mean that much. You know, in football, just to put it in perspective, total is 272 games in a season, right? So, you know, you got these five pitchers a game that come in. The guy comes in for one freaking pitch. You know, he comes in and, you know, he’s a lefty on a righty batter. He comes in, he’s like, “Okay.” And, you know, he comes in for one inning and he walks like two batters and they take him out and they pay him, you know, $7 million a year. I’m like, “Give me like a million a year. I’ll walk the fucking guy for you.” You know, it’s just cheaper. I’ll walk the guy for a million dollars. You can pay me like, you know, one-fifth of that. But, you know, you’re in the batter’s box forever. It’s just, you know, I’m glad they got the time clock. It’s just, it’s just the sport goes, it’s just not exciting where football, the greatest thing of football is the first down.

Frank Curzio 49:04

You’re always excited because you need to get the first down, his third down so many times where you have to pay attention and it’s such an excitement where baseball is just like, “Oh, base hit, base hit, strike out, strike out, I’ll pop out next inning.” You know, it’s just hard. The players are great. Dodgers are in it, but, you know, if you want to really look at, thank God the Dodgers are in it, you know, and Dodgers still playing. They beat Atlanta. The Yankees lost last night. You know, they’re done. But if the Dodgers lost to the Braves, you know what the four teams would be reigning? Think about this. It would be either White Sox or Cleveland, Tampa, the Braves, and Milwaukee. Who the hell is watching that outside of people who live in those cities? Nobody. I don’t care if you’re a die-hard baseball fan. So the Dodgers is like the team that you either love or you hate, which is good. But if you remove the Dodgers out of there, hopefully they make the World Series. But for people to watch and going for three years in a row, but there’s just too much of it.

Frank Curzio 49:56

And I don’t know, it’s just not my thing. And you’re seeing that across the board where the viewership is down. You’re looking at the younger generation is more into football, NBA and stuff. And, you know, for me, it’s just not baseball. But again, when I’m a Mets fan, I’m watching though. It’s just being a Mets fan, it’s one of the most painful, worst franchises in the history of all sports because it’s not like you’re bad and you’re bad, whatever. You just got, you know, bad luck and picks. They have the money to build the greatest team ever and they’re just suck at it, even though they pay all these players because they just come in at their top and, you know, at their peak and on the way down and, you know, they get hurt. It’s just, it’s just terrible, terrible to watch the Mets. Terrible. They’re supposed to be one of the best teams this year. A lot of people had them making the playoffs, easily making the playoffs, and they were one of the worst teams in baseball. So that’s why I don’t like baseball.

Frank Curzio 50:41

I don’t know with sports, Daniel, I know you’re Ohio State, huge, but I don’t know if you’re a baseball fan at all either, so.

Daniel Creech 50:46

Negative.

Frank Curzio 50:47

No? Cincinnati Reds, none from your hometown?

Daniel Creech 50:49

I did hear, my family’s visiting and I did hear that Cincinnati got dead last. So way to go, Reds.

Frank Curzio 50:55

That’s good. That’s good. So it’s probably easy for that guy, Sal Stewart, to hit when you’re, you know, got nobody else on your team, but I don’t know. I suppose he’d get walked more. Anyway, those were our questions this week. Ask curzo.com. You know, we didn’t have many questions over the past like five, six days. That’s an open site to you. Just go there. You can ask your question. We’re here for you. It’s really cool. We go into detail like Host. Nobody really heard of that company. We want to just analyze the company, but you’re going to get lots of ideas. We talked about lots of ideas. We talked about ideas and GLP-1s. You know, I listen to other podcasts in this industry and I feel like, you know, when you listen to ours, you’re getting new ideas, you’re getting actionable ideas, you’re getting, you know, real analysis where no one’s telling us what to say or not to say. You know, so we’re very open and honest and sometimes that bites us in the ass because people rather be told what they want to hear than the truth.

Frank Curzio 51:42

But we’re very honest and, you know, tell how it is when we analyze these stocks and give you ideas. And a lot of these stocks that we recommend, the stocks that we own personally. So if you want more information, want to ask more questions, go to askcurzo.com. Other than that, if you have any questions on our conference, which is just a couple weeks away, I’m very excited. We have an unbelievable freaking lineup. Great entertainment. Should be a lot of fun. It’s a great place in Fort Lauderdale in October. Doesn’t get better than that weather-wise. Hopefully, there’s no hurricanes coming through. Otherwise, we’re going to take COVID shots. But other than that, questions about that conference, feel free to email me at frank@curzioresearch.com. Daniel, your email?

Daniel Creech 52:18

Daniel@curzioresearch.com.

Frank Curzio 52:19

All right, guys. We’ll see you next week. Take care.

Announcer 52:23

Wall Street Unplugged is produced by Curzio , one of the most respected financial media companies in the industry. The information presented on Wall Street Unplugged is the opinion of its host and guests. You should not base your investment decisions solely on this broadcast. Remember, it’s your money, and your responsibility.