Samantha McLemore @SamanthaMcLemor
Founder @PatientCM, Value Investor, Student of markets and life, Mom of 3 patientcapitalmanagement.com Baltimore, Maryland Joined April 2009-
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If you are interested in an analyst role, are passionate/obsessive about stocks/making money, think independently, understand behavior and are emotionally stable, DM me with a few of your top stock picks. Happy Saturday!
Here's why @PatientCM's @SamanthaMcLemor believes the bull market shows "no signs of deterioration"
"I think we can confidently say [the Magnificent 7] is not at all on the level of the #tech bubble," says @PatientCM's @SamanthaMcLemor
Excellent piece about how risk is not volatility by Dr George Athanassakos who hosted an excellent conference where I spoke yesterday. Total wealth is what matters. In the study cited vol mostly helped wealth!
Important to monitor these shorter term rolling inflation figures
We look for opportunities where market expectations diverge from business fundamentals. We analyzed the Mag 7. $AMZN and $GOOGL look quite attractive while $TSLA looks risky. Check out our post for more details.
We look for opportunities where market expectations diverge from business fundamentals. We analyzed the Mag 7. $AMZN and $GOOGL look quite attractive while $TSLA looks risky. Check out our post for more details.
Congrats to Christy for her appearance on CNBC's 'Closing Bell'! Christina shared important insights on why value investing shines in today's market and highlighted some of our top picks. #ClosingBell #CNBC
Congrats to Christy for her appearance on CNBC's 'Closing Bell'! Christina shared important insights on why value investing shines in today's market and highlighted some of our top picks. #ClosingBell #CNBC
These are great @BrianFeroldi ! A picture is worth a thousand words
These are great @BrianFeroldi ! A picture is worth a thousand words
😳🤯 74% of Irish vote against removal of Constitutional declaration stating women’s primary role is in the home. “The State recognizes that by her life within the home, woman gives to the State a support without which the common good cannot be achieved.”
Tune in to see Christy on @CNBCClosingBell today during the 3PM hour! Go @Christy_Malbon!
Tune in to see Christy on @CNBCClosingBell today during the 3PM hour! Go @Christy_Malbon!
"Define success in your own terms, achieve it by your own rules, and build a life you’re proud to live.” - Anne Sweeney, Former President of Disney Channel. Happy International Women's Day! #internationalwomensday #womeninfinance #patientcapital #investlikeagirl
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Incredible opportunity to work with Samantha and her team. These opportunities don’t come around often. I recommend you run, don’t walk, towards this opportunity to work with one of the best…
If you are interested in an analyst role, are passionate/obsessive about stocks/making money, think independently, understand behavior and are emotionally stable, DM me with a few of your top stock picks. Happy Saturday!
1Q'24 Patient Capital Management on $NVDA, $BIIB, $META, $C, $EXPE, $PTON, $SOFI patientcapitalmanagement.com/articles/1q24_… More fund letters here: lettersandreviews.blogspot.com/p/1st-quarter-…
Here's why @PatientCM's @SamanthaMcLemor believes the bull market shows "no signs of deterioration"
"I think we can confidently say [the Magnificent 7] is not at all on the level of the #tech bubble," says @PatientCM's @SamanthaMcLemor
@SamanthaMcLemor Excellent writing @SamanthaMcLemor 😀
Love how @SamanthaMcLemor framed this - couldn't agree more with the assessment here and using implied expectations to shape the debate Very good quick read for anyone interested in the Mag7
We look for opportunities where market expectations diverge from business fundamentals. We analyzed the Mag 7. $AMZN and $GOOGL look quite attractive while $TSLA looks risky. Check out our post for more details.
@robinhanson Wasn’t this always the case; diversity advantage in high performing teams meant mixing mental model leanings; conceptual, relational, integrational, procedural etc rather than necessarily your gender, ethnicity, economic status etc.
What an honor @CNBC! I remember watching programming in the office at a previous job, newly out of college, and thinking “how do you get the chance to work there?” It’s the BEST gig. This is what dreams are made of. #liveambitiously @WSJ @CNBCOvertime
@CathieDWood @ARKInvest @wintonARK This graphic relies heavily on Carlota Perez, Technological Innovations and Financial Capital - @wintonARK @CathieDWood you should credit her work. Only making sources “Available upon request” is really unfair to her work, which deserves attention.
@SamanthaMcLemor Although Reading his books always make me feel like I am not doing enough with my life/ it’s not enough varghese is an incredible novelist, he’s also a surgeon, Stanford professor etc
@SamanthaMcLemor River of Doubt. Candice Millard. Roosevelt trip post Presidency to the Amazon w his son. Fascinating!
@WilliamGreen72 @SamanthaMcLemor Listened to it based on William’s recommendation. This is one narrow perspective. Look at places like Japan where women dominate at home not work, and states like Kerala in India where matriarchy is prevalent. Need more Asian and ex-US inputs into “research”!
@SamanthaMcLemor Beyond the Trees. By Adam Shoalts.
@APompliano @SamanthaMcLemor Waiting for it impatiently😉
There's a wonderful podcast episode in which Michael Lewis explores the problem of male overconfidence. It's well worth contemplating @SamanthaMcLemor's thoughts on this subject -- and listening to the podcast itself, which you can find here: podcasts.apple.com/us/podcast/aga…
(1) Thank you @WilliamGreen72 for recommending this amazing podcast about men's overconfidence (a personal fav topic! And yes, all stereotypes need to be taken with a grain of salt). The podcast starts with a story about accomplished author Rebecca Solnit explaining the…