Andy Cross

686 posts

Andy Cross

Andy Cross

@AndyCCross

Analyst, stock-picker and investor at The Motley Fool. Doing my little part to help make the world smarter, happier, and richer.

D.C. Area Katılım Eylül 2011
482 Takip Edilen9.1K Takipçiler
Andy Cross
Andy Cross@AndyCCross·
@ReneSellmann Of course, @ReneSellmann. It's a great article. I continue to look for new/better/effective ways to break down the new AI-driven realities we are living in w/r/t analyzing not just tech/software but just about any company these days . So I very much appreciated your thinking.
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Andy Cross
Andy Cross@AndyCCross·
@AndrewGibs53446 @RBIPodcast Thanks Andrew! I got the Moneyball line wrong though: “Adapt or die” is what Billy Beane (Brad Pitt) says to the head scout. But directionally correct. Companies now more than ever need that mentality. Enjoyed being on the show with David and team!
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Andrew Gibson
Andrew Gibson@AndrewGibs53446·
@AndyCCross “companies need to be disrupting themselves.” Love it. Great story today on the @RBIPodcast. - “Innovate or die”. Money ball Cheers 🍻
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Andrew Gibson
Andrew Gibson@AndrewGibs53446·
@DavidGFool @RBIPodcast @AndyCCross @TMFProf My score was embarrassingly bad this episode, but I’m hopeful for the next game. I still had fun. Thanks, David, @AndyCCross, and Yasser Al Shimy always fun to listen to great minds get together and talk about great businesses. - Fool on
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Andy Cross
Andy Cross@AndyCCross·
@DavidGFool @RBIPodcast @TMFProf Was awesome to compete against @TMFProf who has such deep knowledge on global companies across a variety of industries. Thank you @DavidGFool for hosting a great, and fun, competition! I think listeners will agree. Enjoy!
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Andy Cross
Andy Cross@AndyCCross·
@DavidGFool @RBIPodcast Absolutely David. I think we can dabble around the edges at times but for most of us, for most of our capital, DCAing on regular intervals over time works well. Mentally just easier, and less stressful, for most of us to follow. Whether index funds, ETFs, or stocks!
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Rule Breaker Investing
Rule Breaker Investing@RBIPodcast·
NEW EPISODE ALERT: Summer's final Mailbag is here! 📬 ✅ From sports betting to smart investing ✅ Portfolio allocation strategies ✅ Tracking performance vs S&P 500 ✅ "What would you do with your first $1,000?" @DavidGFool & guest @AndyCCross break it all down... Link in 🧵
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Andy Cross
Andy Cross@AndyCCross·
@ShowtimeZB @nebiusai @Microsoft @themotleyfool @ShowtimeZB incredible news from Softy that it will get that amount of AI infrastructure from Nebius. Maybe not as good news for CoreWeave. It's a big vote of confidence for Nebius though I don't follow it closely. AI investment is hardly dead; just shifts around.
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Nebius
Nebius@nebiusai·
Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026. We’ll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more: nebius.com/newsroom/nebiu…
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Andy Cross
Andy Cross@AndyCCross·
@AndrewGibs53446 @stephenwitt @themotleyfool Thank you Andrew. I really enjoyed that talk with Stephen and learned a ton from him about Jensen and Nvidia. And I’m glad to see the stock stage such an impressive rebound from the April lows. Thank you for the kind words.
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Andy Cross
Andy Cross@AndyCCross·
Looking for deeper insights on what drives Jensen Huang of Nvidia? I learned a ton in a fun convo with author @stephenwitt. Stephen lays out why Jensen can’t quit anytime soon and how $NVDA separates from the pack. Find our @themotleyfool chat here: fool.com/podcasts/motle…
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David Gardner
David Gardner@DavidGFool·
🌟🏀🃏 It all comes down to this final March Madness showdown for The Market Cap Game Show. One of these two ultra-Fools will be crowned our 2025 World Champion—@flippin_emily or @AndyCCross? 🌟🏀🃏 @RBIPodcast drops at 4PM EDT. Play along—can YOU outscore 'em?! 🌈🎧
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Andy Cross
Andy Cross@AndyCCross·
@iamdanfleser You bet Dan. I’m still investing of course. Trying to find under-the-radar opportunities. I think some are more in the ignored or marginalized parts of the market so that’s fun to hunt around. As rates inevitably come down we should see some of that go into stocks.
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Andy Cross
Andy Cross@AndyCCross·
S&P ‘22 op EPS estimates at $238 puts the multiple at a 15.6x multiple. VIX above 30. Attractive but still not to the point to start dropping cash positions < 10%. Especially with yields on cash worth something for the first time in a decade.
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Andy Cross
Andy Cross@AndyCCross·
@iamdanfleser That turned out to be a great time to invest in 2022. Now the market is in a much different spot with the multiple above 21x fwd 12m earnings. That’s above the 5-year average (per Factset) of 19.3. So looking for other spots in the market other than only growth and tech.
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DAN
DAN@iamdanfleser·
@AndyCCross What criteria will make you consider reducing cash positions further?
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Andy Cross
Andy Cross@AndyCCross·
@ProShopGuyMF1 @themotleyfool Thanks Mike! I was saying the VIX is (was) near a five-year low but then the market flipped this afternoon with all major indices falling. The VIX back to above 13. This is why I would be a terrible trader!
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ProShopGuyMF (Mike McMahon)
ProShopGuyMF (Mike McMahon)@ProShopGuyMF1·
On the @themotleyfool Morning Show @AndyCCross discussed the VIX. A S&P 500 moving in a narrow band leads to a low VIX. If the index is whipping around by 2-3 percent, then the VIX will be high. It is essentially a smoke detector, monitoring for obvious signs of a fire.
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Andy Cross
Andy Cross@AndyCCross·
@grsrounder @TMFOtter @JimPGillies Kind words Gordon! Thank you for saying that. Tons of fun to get the band back together. I’m usually not on with Jim and Bill so a real treat for me as well. Huge earnings week ahead! We will have our head down digging all through it.
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Andy Cross
Andy Cross@AndyCCross·
I’m diggin’ the blue highlights of the can. And the taste for a non alcoholic is dang close to a full-leaded Guinness. As a fan and long-term $DEO shareowner, well done @GuinnessIreland @DiageoIreland
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Andy Cross
Andy Cross@AndyCCross·
Great chart from @LizAnnSonders. Assuming most of those above the 200 MDA are in larger cap tech. More evidence that we're seeing the concentration of returns/excitement there this year.
Liz Ann Sonders@LizAnnSonders

Just one example, but given so much focus on Tech these days: 7 months from market’s October low, but only 61% of members in Tech are above 200d moving average (blue) … back in 2009 (orange), 7 months after March low, virtually all Tech members were above 200d moving average

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Keşfet

@ReneSellmann @DavidGFool @RBIPodcast @RobertBrokamp @AndrewGibs53446 @TMFProf @ShowtimeZB @nebiusai